Tata Mid Cap Growth Fund Direct Growth

Scheme code: INF277K01PY2 NAV value: ₹ 447.3966 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 19.76 66.40 45.58 46.76
3 year 19.07 29.86 24.59 24.94
5 year 21.14 30.83 26.41 27.21
7 year 17.04 21.48 19.23 19.09
10 year 16.82 23.47 20.22 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 45.58
3 year 17.23 32.24 25.94 24.59
5 year 20.64 32.41 26.7 26.41
7 year 14.08 20.56 18.09 19.23
10 year 14.89 21.02 17.75 20.22
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 45.58
3 year 17.16 31.71 25.61 24.59
5 year 20.26 31.67 26.2 26.41
7 year 13.13 19.18 16.67 19.23
10 year 14.57 20.81 17.86 20.22
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 45.58
3 year 16.36 30.89 24.93 24.59
5 year 21.11 31.93 26.72 26.41
7 year 14.28 20.7 18.26 19.23
10 year 15.84 22.38 19.39 20.22
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 45.58
3 year 17.94 42.14 30.5 24.59
5 year 28.43 40.36 34.39 26.41
7 year 18.07 26.48 23.71 19.23
10 year 20.42 28.64 25.75 20.22
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 45.58
3 year 6.62 17.63 13.26 24.59
5 year 13.89 23.2 18.63 26.41
7 year 10.19 16.77 14.29 19.23
10 year 12.77 19.08 16.34 20.22

Rolling return for 1 year

Average return: 45.58%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.86 19.76 24.86 19.76 2.55 22.31 01-2024 01-2025
28.75 27.9 33.52 23.33 3.62 28.38 12-2023 12-2024
37.84 33.77 45.42 26.8 6.74 35.96 11-2023 11-2024
43.19 46.29 54.36 35.7 6.69 44.88 10-2023 10-2024
47.32 45.68 51.64 41.54 3.62 46.54 09-2023 09-2024
47.57 48.4 55.11 41.18 4.93 48.06 08-2023 08-2024
58.24 54.77 66.4 47.18 6.91 56.65 07-2023 07-2024
45.78 58.25 64.9 39.91 9.88 52.21 06-2023 06-2024
52.37 56.39 65.64 43.85 7.84 54.56 05-2023 05-2024
56.29 58.04 63.72 50.87 4.59 57.23 04-2023 04-2024
49.09 50.97 59.51 41.11 6.54 50.17 03-2023 03-2024
49.82 50.06 55.46 44.61 3.84 49.99 02-2023 02-2024

Rolling return for 3 year

Average return: 24.59%
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.4 20.11 23.4 20.11 1.64 21.76 01-2022 01-2025
23.58 22.5 25.09 21.02 1.49 23.05 12-2021 12-2024
21.71 21.21 23.9 19.07 1.72 21.47 11-2021 11-2024
22.4 22.22 25.5 19.2 2.23 22.33 10-2021 10-2024
25.19 24.76 26.4 23.56 1.02 24.98 09-2021 09-2024
25.46 25.35 27.56 23.29 1.51 25.42 08-2021 08-2024
27.12 27.29 29.27 25.17 1.45 27.21 07-2021 07-2024
24.63 27.46 29.86 22.33 2.84 26.07 06-2021 06-2024
25.69 27.22 29.24 23.73 2.02 26.47 05-2021 05-2024
26.42 26.43 28.39 24.49 1.38 26.43 04-2021 04-2024
23.58 23.97 26.4 21.2 1.84 23.79 03-2021 03-2024
27.13 25.12 28.7 23.59 1.94 26.14 02-2021 02-2024

Rolling return for 5 year

Average return: 26.41%
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.59 24.41 26.59 24.41 1.09 25.5 01-2020 01-2025
26.73 27.02 27.65 26.1 0.56 26.88 12-2019 12-2024
26.08 26.87 27.43 25.52 0.73 26.48 11-2019 11-2024
27.66 28.08 29.59 26.17 1.22 27.88 10-2019 10-2024
30.07 28.51 30.83 27.77 1.21 29.3 09-2019 09-2024
29.3 29.82 30.6 28.53 0.75 29.56 08-2019 08-2024
29.21 27.87 30.52 26.59 1.47 28.55 07-2019 07-2024
24.51 26.91 27.62 23.82 1.59 25.72 06-2019 06-2024
25.29 25.6 27.4 23.52 1.38 25.45 05-2019 05-2024
23.55 24.15 24.7 23 0.64 23.85 04-2019 04-2024
23.14 22.79 24.82 21.14 1.31 22.97 03-2019 03-2024
24.66 24.79 25.59 23.87 0.61 24.73 02-2019 02-2024

Rolling return for 7 year

Average return: 19.23%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.08 17.04 18.08 17.04 0.52 17.56 01-2018 01-2025
18.3 17.68 18.91 17.07 0.69 17.99 12-2017 12-2024
18.66 18.53 19.57 17.63 0.69 18.6 11-2017 11-2024
19.4 19.93 20.69 18.65 0.75 19.67 10-2017 10-2024
20.67 20.17 21.17 19.67 0.56 20.42 09-2017 09-2024
20.62 20.47 21.48 19.61 0.66 20.54 08-2017 08-2024
20.55 20.58 21.42 19.72 0.6 20.57 07-2017 07-2024
18.96 20.53 21.08 18.43 1.09 19.75 06-2017 06-2024
19.13 19.3 20.56 17.89 0.95 19.22 05-2017 05-2024
18.69 18.6 19.48 17.82 0.59 18.65 04-2017 04-2024
18.48 18.68 19.63 17.54 0.74 18.58 03-2017 03-2024
19.22 19.21 19.85 18.58 0.45 19.22 02-2017 02-2024

Rolling return for 10 year

Average return: 20.22%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.71 16.82 17.71 16.82 0.45 17.26 01-2015 01-2025
18.24 17.93 18.67 17.5 0.43 18.08 12-2014 12-2024
18.22 18.15 18.85 17.52 0.47 18.18 11-2014 11-2024
19.29 19.41 20.19 18.52 0.59 19.35 10-2014 10-2024
20.1 19.55 20.45 19.2 0.48 19.83 09-2014 09-2024
20.46 20.35 21.07 19.75 0.47 20.41 08-2014 08-2024
20.79 20.52 21.4 19.91 0.54 20.66 07-2014 07-2024
20.18 20.55 21.67 19.07 0.93 20.37 06-2014 06-2024
21.94 21.19 22.96 20.18 1.02 21.57 05-2014 05-2024
22.12 22.19 22.69 21.62 0.38 22.16 04-2014 04-2024
22 21.97 22.82 21.14 0.59 21.98 03-2014 03-2024
23.01 22.68 23.47 22.22 0.46 22.84 02-2014 02-2024