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Jama - Tata Mid Cap Growth Fund


Tata Mid Cap Growth Fund


Equity-Midcap
NAV : 130.4191
AUM : ₹824 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.24%3.33%7.55%22.65%15.97%19.94%NA



NAV History




Fund Details

An equity scheme with focus towards mid cap stocks.
NAV130.4191
Launch Date-
Min (1st time)₹1
Min (later on)₹1
Min SIP-
Expense Ratio2.54%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,707₹1,03,485₹222
After 1 year₹1,22,652₹1,21,767₹884
After 3 years₹1,72,527₹1,67,633₹4,894
After 20 years₹37,93,621₹31,31,361₹6,62,259

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 19.94% Past 3 yr Data




Fund Objective:
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Fund Manager:
Mr. Rupesh Patel, Ennettee Fernandes