1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹482.37 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹4,636.68Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 39.5% | 21.7% | 27.1% | 21.3% |
| Category average | 41.5% | 21.0% | 26.9% | NA |
| Rank with in category | 31 | 15 | 14 | NA |
Understand terms
Holdings (65)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Aurobindo Pharma Ltd. | Healthcare | Equity | 3.48% |
Alkem Laboratories Ltd. | Healthcare | Equity | 3.42% |
Cummins India Ltd. | Capital Goods | Equity | 3.07% |
Muthoot Finance Ltd. | Financial | Equity | 2.94% |
Max Financial Services Ltd. | Financial | Equity | 2.87% |
UNO Minda Ltd. | Automobile | Equity | 2.60% |
PI Industries Ltd. | Chemicals | Equity | 2.49% |
Lupin Ltd. | Healthcare | Equity | 2.48% |
JSW Infrastructure Ltd. | Services | Equity | 2.23% |
Thermax Ltd. | Capital Goods | Equity | 2.11% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
3Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.68%
Cons
1Y annualised returns lower than category average by 2.08%
Expense ratio, exit load and tax
Expense ratio: 0.68%
Inclusive of GST
Exit load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹100 |
Fund management
Satish Chandra MishraMar 2021 - PresentView details
Satish Chandra Mishra
Mar 2021 - Present
View details
Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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