Tata Mutual Fund
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Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund
Overview

Tata Mid Cap Growth Fund is an open ended equity fund which invests predominantly in equity and equity related securities of well researched growth oriented mid cap stocks.


Asset Allocation

65% to 100% investment in Equity & equity related instruments & up to 35% in debt & money market instruments.


Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking for investment opportunities in high growth companies predominantly in mid cap segment.
  • Key Attributes:
    • Benefits of Investments predominantly in well researched growth oriented companies with a bias towards mid cap stocks.
    • Opportunity to capture capital appreciation opportunities in mid cap segment over a longer investment horizon.

Fund Manager

Gopal Agrawal

Gopal Agrawal has over 15 years of experience in the field of finance and financial related services.

In his present role since April 2017 as the CIO-Equities at Tata Asset Management, Gopal is responsible for overall equity investment performance. In addition, he will also be managing and co-managing few equity funds.

In his previous assignment at Mirae Asset Financial Group, Gopal was Chief Investment Officer and Head - Equity and later re-designated as CIO/Chief Strategist where he was responsible for overall fund management in the Equity and Fixed Income domain.

Prior to Mirae, Gopal was a Fund Manager with SBI Mutual Fund. His other career stints include Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL (4years as an engineer).

Gopal is a chemical engineer with Masters in Business Administration.


Danesh Mistry : Assistant Fund Manager

Danesh Mistry has over 14 years of experience spread across equity research, mortgages and investment banking including private equity and capital markets.

Danesh has been with Tata Asset Management Ltd. for more than 7 years in the investment team as Research Analyst and over the years has tracked companies in the consumption, real estate, infrastructure and construction, telecom, media, shipping, logistics, textiles, education and aviation sectors.

At Tata Asset Management, Danesh has also worked on developing the alternate investment platform as Principal AIF. Presently, Danesh is Assistant Fund Manager managing equity schemes.

Prior to joining Tata Asset Management Ltd., Danesh was with HDFC Limited and ENAM Securities where he was in roles across credit appraisal, project evaluation, deal sourcing and structuring, equity valuation, capital market transactions and relationship management.

Danesh is a graduate in commerce from HR College, Mumbai University and holds a post graduate diploma in business administration from IES CCDC.


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Scheme Information
Objective

The investment objective of the scheme is To provide income distribution and / or medium to long term capital gains. Investment would be focused towards mid cap stocks.

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
01 Jul 1994
Options / Plan
Tata Mid Cap Growth Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
Entry Load
NIL
Exit Load

1.00% if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500 or 50 Units
SIP
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly/Quarterly

Min. Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


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