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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Close Tata Mid Cap Fund has been renamed as Tata Mid Cap growth Fund w.e.f. November 22, 2012. Tata Mid Cap Fund has been merged with Tata Growth Fund , w.e.f. February 24, 2012. The scheme became open ended from March 31, 2004

Benchmark Index:

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Returns (NAV as on May-17-2013)

Period	Returns (%)	Rank #
1 mth	7.6	6
3 mth	2.8	4
6 mth	1.2	33
1 year	17.8	27
2 year	6.3	24
3 year	4.6	25
5 year	3.5	27

# Moneycontrol Rank within 49 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-12.3	-	-	-	-
2012	21.2	-3.0	10.3	4.3	38.8
2011	-10.1	2.4	-6.9	-10.4	-23.0
2010	0.6	-4.3	8.8	-4.1	3.1
2009	-7.0	58.3	19.0	-0.2	92.4
2008	-28.7	-13.6	-9.7	-27.3	-60.9

View where it stands within its peers

* Returns over 1 year are Annualised

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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	7.6	2.8	1.2	17.8	6.3	4.6	3.5
Category avg	5.4	0.5	1.8	18.4	5.9	4.7	5.1
Difference of Fund returns and Category returns	2.2	2.3	-0.6	-0.6	0.4	-0.1	-1.6
Best of category	10.5	4.1	8.2	32.3	21.2	18.2	15.9
Worst of category	-0.4	-9.7	-9.5	2.5	-5.4	-7.2	-6.5
Benchmark returns #	8.6	2.7	5.3	18.9	1.7	1.2	3.5
Difference of Fund returns and Benchmark returns	-1.0	0.1	-4.1	-1.1	4.6	3.4	0.0

Tata Mid Cap Growth Fund (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

The investment objective of the scheme is To provide income distribution and / or medium to long term capital gains.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Jun 15, 1994
Benchmark	CNX Midcap
Asset Size (Rs cr)	201.09 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.2.00 (May-14-2010) View Dividend History
Bonus	N.A.
Fund Manager	Atul Bhole View performance of schemes managed by the Fund Manager
Notes	Tata Mid Cap Fund has been renamed as Tata Mid Cap growth Fund w.e.f. November 22, 2012. Tata Mid Cap Fund has been merged with Tata Growth Fund , w.e.f. February 24, 2012. The scheme became open ended from March 31, 2004

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)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
IDFC Premier Equity - A (G)	Rank 2	3,381.06	1.5	5.0	21.8	10.8	12.5
HDFC MidCap Opportunities (G)	Rank 2	2,719.45	2.6	5.4	19.8	10.9	12.8
ICICI Pru Discovery Fund (G)	Rank 2	2,538.81	0.2	4.7	19.1	7.9	14.0
SBI Emerging Busi (G)	Rank 1	1,214.96	1.2	5.2	30.6	18.2	10.8
Sundaram Select Midcap -RP (G)	Rank 3	1,930.19	2.8	0.0	20.5	6.3	8.6
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
Bajaj Finance	Banking/Finance	12.22	6.50
Amara Raja Batt	Automotive	10.40	5.53
Yes Bank	Banking/Finance	9.03	4.80
Madras Cements	Cement	6.18	3.29
Ipca Labs	Pharmaceuticals	6.10	3.25
WABCO India	Automotive	5.41	2.88
PVR	Media	5.32	2.83
eClerx Services	Technology	4.89	2.60
Emami	Cons NonDurable	4.88	2.60
Balkrishna Ind	Automotive	4.72	2.51