Why Mid Cap?

Potential for wealth appreciation

Investing in mid cap companies provides greater potential for long term wealth creation potential through participation in the early stage of their business life cycle.

Under Researched & Undiscovered

Midcap stocks have relatively less research coverage compared to large caps. This presents an opportunity to invest in a company that is yet to be identified by the market and which is available at relatively attractive valuations.

Greater Presence in Sunrise Sectors

Fast growing or emerging sectors that show a potential for growth and profits have more small & mid cap companies to invest in.

Why Tata Mid Cap Growth Fund?

Consistent Fundamental Research

Mid cap stocks tend to have less research coverage compared to large cap stocks which makes it difficult for investors to evaluate & monitor them. Choosing a fund with a strong fundamental focus could be a simpler route to gaining exposure to mid cap stocks.

Stock Selection Process

We believe investing in midcap stocks requires a disciplined approach to risk management as well as well-researched stock selection.

Companies With Relatively Attractive Valuations

Generally, the fund invests in strong companies that have improving and sustainable business fundamentals and which are managed by a strong management and are available at relatively attractive valuations.

Ideal for investors with a time horizon of preferably 5 years or more.
Investors looking for exposure to medium sized companies
Who Should Invest?
Investors looking for a tactical allocation with a relatively high capital appreciation potential.
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Note: Market capitalization as per SEBI circular: A) Large Cap: 1st-100th company in terms of full market capitalization. B) Mid Cap: 101st-250th company in terms of full market capitalization. C) Small Cap: 251st company onwards in terms of full market capitalization.

Who Should Invest?
Ideal for investors with a time horizon of preferably 5 years or more.
Investors looking for exposure to medium sized companies
Investors looking for a tactical allocation with a relatively high capital appreciation potential.
INVEST NOW

Note: Market capitalization as per SEBI circular: A) Large Cap: 1st-100th company in terms of full market capitalization.
B) Mid Cap: 101st-250th company in terms of full market capitalization.
C) Small Cap: 251st company onwards in terms of full market capitalization.


Scheme Details

Investment Style An equity scheme with focus towards mid cap stocks
Investment Objective To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns
Fund Manager Satish Chandra Mishra (Managing Since 09-Mar-21 and overall experience of 15 years)
Assistant Fund Manager Abhinav Sharma (Managing Since 09-Mar-21 and overall experience of 15 years)
Benchmark Nifty Midcap 150 TRI
Minimum Investment/ Multiples For New Investment 5,000/- and in multiples of 1/- thereafter
Additional Investment/ Multiples For Existing Investors 1,000/- and in multiples of 1/- thereafter.
Entry Load: Not Applicable
Exit Load:
  • On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL
  • On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1%
  • Redemption after expiry of 365 days from the date of allotment: NIL (w.e.f 5th November, 2018)
Product Label TATA Mid Cap Growth Fund Nifty Midcap 150 TRI

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment predominantly in equity & equity related instruments of growth oriented mid cap companies.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Product Label

This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment predominantly in equity & equity related instruments of growth oriented mid cap companies.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

TATA Mid Cap Growth Fund

Nifty Midcap 150 TRI

Corporate Office Address:

Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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