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Tata Mid Cap Growth Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
84.117 1.95 (2.38%)

NAV as on 18 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Tata Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.0 82
3 mth 6.7 43
6 mth 25.6 43
1 year 79.9 41
2 year 36.0 29
3 year 36.4 22
5 year 18.9 21

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 33.3 10.5 - -
2013 -11.9 1.8 -2.2 16.4 5.8
2012 20.9 -3.0 10.3 4.3 38.5
2011 -10.1 2.4 -6.9 -10.4 -23.0
2010 0.7 7.4 8.8 -4.1 15.7
2009 -7.0 58.3 19.0 -0.2 93.7

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 -1.0 6.7 25.6 79.9 36.0 36.4 18.9
Category avg -0.3 5.3 22.4 61.9 23.9 13.8 6.6
Difference of Fund returns and Category returns -0.7 1.4 3.2 18.0 12.1 22.6 12.3
Best of category 3.9 12.8 41.4 115.7 46.0 45.9 25.0
Worst of category -7.5 -8.6 0.4 38.7 17.5 22.2 10.3
Benchmark returns # -1.8 2.7 13.1 56.7 20.0 25.3 11.0
Difference of Fund returns and Benchmark returns 0.8 4.0 12.5 23.2 16.0 11.1 7.9
Tata Mid Cap Growth Fund (Bonus) Review by Crisil - Rating: 4 (Rank 2 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 Bonus
Launch date Jun 15, 1994
Benchmark CNX Midcap
Asset Size (Rs cr) 277.94 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. 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 540 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 (%)
HDFC MidCap Opportunities (G) Rank 3
6,209.50 6.8 22.0 74.3 37.4 23.6
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.0 22.5 75.5 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 2.2 18.8 75.9 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 2.0 18.3 74.5 38.0 21.7
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.7 23.9 60.6 31.9 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

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

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 96.07
Others 0.00
Debt 0.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.90

View All

Sector (%)
Top 3 N.A.

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