Tata Mid Cap Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.8%
Sharpe Ratio-0.02
Beta0.89
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Mankind Pharma LtdServices3.42%
Bharat Heavy Electricals LtdCapital Goods3.20%
One97 Communications LtdTechnology3.15%
Multi Commodity Exchange of India LtdFinancial Services2.96%
L&T Finance LtdFinancial Services2.94%
AU Small Finance Bank LtdFinancial Services2.93%
IndusInd Bank LtdFinancial Services2.92%
Max Financial Services LtdFinancial Services2.81%
Max Healthcare Institute Ltd Ordinary SharesServices2.75%
The Federal Bank LtdFinancial Services2.71%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.04%
Exit Load1
Regulatory & Tax Information
INF277K01626
ISINDailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)