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
Instruments Indicative Allocation (% of Total Assets) Risk Profile
Minimum Maximum
Equity and equity related instruments of Mid Cap Companies
65% 100% High
Other Equity / Equity Related Instruments
0% 35% High
Debt & Money Market Instruments including Cash / Cash Equivalents
0% 35% Low to Medium
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.

Ennette Fernandes: Assistant Fund Manager

Ennette Fernandes has an industry experience of more than 9 years. She joined Tata Asset Management in January 2014 as a Research Analyst tracking FMCG, retail, consumer durables, building products, media and textile sectors.

W.e.f. June 2018 she is Assistant Fund Manager for Tata Large Cap Fund, Tata India Consumer Fund, Tata Retirement Savings Fund (Progressive, Moderate & Conservative plans) Tata Young Citizens’ Fund, Tata India Tax Savings Fund and Tata Mid Cap Growth Fund, reporting to Chief Investment Officer - Equities.

Her previous stints were at Phillip Capital India Pvt. Limited, (March 2009 to December 2013) as Junior Research Analyst on FMCG sector and reported to the Head of Research.

Ennette is a Bachelor of Commerce and has a Post Graduate - Diploma in Business Management.

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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 predominantly investing in mid cap stocks.
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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