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 | 6.67% | 6.67% |
6 Month Returns | 26.37% | 26.37% |
1 Year Returns | 57.62% | 57.62% |
3 Years Returns | 103.41% | 26.7% |
5 Years Returns | 193.91% | 24.06% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 4.49 | 1.57 | 1.32 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 0.81 | 0.82 | 0.86 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 3.37 | 1.38 | 0.89 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Mid Cap Growth Fund Direct Plan Growth | 11.08 | 12.78 | 19.59 |