Tata Mid Cap Growth Fund Direct Plan Payout of Inc Dist cum Cap Wdrl 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/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 66.86% |
Size breakup
Tata Mid Cap Growth Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 8.23% | 8.23% |
6 Month Returns | 20.72% | 20.72% |
1 Year Returns | 56.5% | 56.5% |
3 Years Returns | 100.14% | 26.02% |
5 Years Returns | 186% | 23.39% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Mid Cap Growth Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 4.49 | 1.56 | 1.27 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Mid Cap Growth Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 0.81 | 0.82 | 0.87 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Mid Cap Growth Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 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 Payout of Inc Dist cum Cap Wdrl | 11.09 | 12.79 | 19.61 |