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

Rupesh Patel

Rupesh brings in more than 17 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Rupesh Patel joined Tata Mutual Fund in May 2008 and served assignments in equity research and as head of Portfolio Management Services vertical. Rupesh is presently the fund manager at Tata Mutual Fund managing the equity portfolio.

Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies.

He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE).

Rupesh is a graduate in engineering from Sardar Patel University, Gujarat and holds a master’s in business administration from Sardar Patel University, Gujarat.


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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