Tata Mid Cap Growth Fund(G)

231.20 0.43 (0.19%) NAV as on 05-Aug-21
Fund Family:Tata Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return16.4223.0772.6819.5716.8312.27
Category Avg18.3125.3473.6917.1816.8320.84
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX12.687.4244.2613.1314.43-
NIFTY12.169.1546.5412.6913.71-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202111.19NANA11.70
202019.2414.5519.20-23.68
20190.02-2.572.966.15
2018-5.09-3.027.32-11.95
20174.155.6514.9118.46
20168.078.95-8.65-9.08

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202024.2645229NA
20196.51117240NA
2018-13.01206269NA
201749.7824260NA
2016-2.22210234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)39.2502-Dec-1394.5326.2119.7819.58
Quant Mid Cap Fund(G)109.0621-Mar-0186.2223.6819.4512.47
Axis Midcap Fund-Reg(G)64.5024-Feb-1162.3321.1820.0719.47
Nippon India Growth Fund(G)1912.4008-Dec-9578.119.8517.522.56
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.0297
Semi Standard Deviation [%]0.6377
Beta [%]0.7202
Sharp Ratio [%]1.0438
R-Square [%]0.7262
Expense Ratio [%]2.3000
AVG Ratio [%]0.1585
Other Ratios
Jenson Ratio [%]0.1083
Treynor Ratio [%]0.2979
Turnover Ratio [%]59.9900
FAMA Ratio [%]0.1219
SORTINO Ratio [%]0.2314

Return Calculator

MARKET STATS As on 05/08/2021 As on 05/08/2021

16294.60 (0.22) 54492.84 (0.23)

TOP GAINERS

Company Price Change Gain (%)
PVP Ventures7.051.1519.49
D.P. Wires299.5035.5513.47

TOP LOSERS

Company Price Change Loss (%)
Dhunseri Tea346.65-174.50-33.48
Nava Bharat Ventures109.15-16.70-13.27

Portfolio Comparison

MUTUAL FUND ACTIVITY