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Tata Mid Cap Fund (G) SET SMS ALERT

16.232
0.04 (0.23%)
NAV as on Feb-24-2012
NAV as on Feb-24-2012

Fund Family Tata Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Tata Mid Cap Fund has been merged with Tata Growth Fund , w.e.f. February 24, 2012.
Benchmark Index:
 

No Data to display

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Returns (NAV as on Feb-24-2012)

Period Returns (%) Rank #
1 mth - 1
3 mth - 48
6 mth - 47
1 year - 7
2 year - 22
3 year - 20
5 year - 26

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 15.5 - - - 15.5
2011 -11.3 2.5 -7.6 -10.6 -24.7
2010 0.2 3.1 8.6 -3.7 10.4
2009 -6.8 58.7 21.5 -0.2 98.1
2008 -30.7 -15.5 -8.1 -29.2 -63.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 3.4 14.1 40.7 59.1 13.6 10.7 7.0
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 7.4 22.7 74.2 121.1 46.9 36.9 27.3
Worst of category 0.2 8.6 28.2 45.9 21.6 16.8 11.8
Benchmark returns # 4.6 7.6 24.3 31.7 22.7 16.3 12.6
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The investment objective of the scheme is to provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of mid cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 15, 2005
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 18.45 (Mar-31-2012)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Pradeep Gokhale
View performance of schemes managed by the Fund Manager
Notes Tata Mid Cap Fund has been merged with Tata Growth Fund , w.e.f. February 24, 2012.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before expiry of 365 days from the date of allotment.

Contact Details

Regd. Office Mulla House, 4th Floor, 51 M.G. Road, Flora Fountain, Mumbai , 400001
Tel. No. 022 66315191/92/93
Fax No. 022 66315194
Email kiran@tataamc.com
Website http://www.tatamutualfund.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.9 39.2 76.9 28.8 25.3
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 12.7 44.6 78.3 32.5 24.2
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 13.2 35.8 61.3 24.3 22.8
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 14.8 42.8 77.5 26.3 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 12)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jan 31, 12)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jan 31, 12)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Sector (%)
Top 3 N.A.

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