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Tata Mid Cap Growth Fund-Growth

Ranked 219 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

The Investment objective of the scheme is to provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. As per the investment strategy the scheme invests predominantly (at least 65%) in equity & equity related securities of well researched companies of midcap segment. Under normal circumstances the asset allocation pattern will be:-Equity and equity related instruments of Mid Cap Companies 65%-35% -Other Equity / Equity Related Instruments 0%-35% -Debt & Money Market Instruments including Cash / Cash Equivalents 0%-35%.

Performance

India over : 30/06/2015 - 30/06/2018
  • Rank 219/307 Total Return
  • Rank 276/307 Standard Deviation
  • Rank 256/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -11.9% -5.1%
2017 49.8% 18.5% 4.2% 5.7% 14.9%
2016 -2.2% -9.1% 8.1% 9.0% -8.7%
2015 10.8% 9.4% -1.6% 2.1% 0.8%
2014 80.0% 7.6% 32.8% 11.5% 13.0%
2013 6.6% -11.3% 3.1% -0.6% 17.2%
2012 37.7% 20.2% -2.0% 11.2% 5.2%
2011 -22.7% -9.7% 3.2% -6.5% -11.3%
2010 16.7% 1.5% 8.4% 8.5% -2.3%
2009 91.7% -6.8% 61.3% 19.7% 6.4%
2008 -60.2% -27.4% -14.2% -13.2% -26.5%
2007 65.0% -1.9% 19.0% 9.0% 29.7%
2006 27.0% 17.5% -16.1% 11.4% 15.6%
2005 42.3% 6.0% 5.2% 24.8% 2.3%
2004 29.6% -6.9% -11.4% 30.0% 20.8%
2003 110.6% -1.4% 16.4% 27.6% 43.7%
2002 13.0% 14.7% -1.4% -7.5% 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date12/12/2001
  • Share Class size4,533Mn
  • Base currencyINR
  • ISIN INF277K01626

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).