Tata Mid Cap Growth Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Satish Mishra. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.79% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹3348 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 66.86% |
Size breakup
Tata Mid Cap Growth Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.01% | 3.01% |
6 Month Returns | 25.68% | 25.68% |
1 Year Returns | 56.59% | 56.59% |
3 Years Returns | 100.74% | 26.15% |
5 Years Returns | 207.35% | 25.18% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 5.62 | 1.95 | 1.38 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 0.84 | 0.83 | 0.87 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 3.49 | 1.49 | 0.98 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 11.56 | 13.1 | 19.64 |