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Tata Mid Cap Fund - (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Satish Chandra Mishra

27 Jun 25 | 12:00 AM

119.57 0.50 (0.42%)

  • Underperforms

    0.11%

    Return (1Y)

    underperformed Nifty Midcap 150 TRI by -5.64%

  • Less Volatile

    1.01%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.37%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Tata Mid Cap Fund - (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Mid Cap Fund - (IDCW), has underperformed Nifty Midcap 150 TRI by -5.63% (CAGR difference)

0.11%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.00.51.01.52.02.53.03.54.04.55.05.56.0
JavaScript chart by amCharts 3.20.9Tata Mid Cap Fund - (IDCW) Nifty Midcap 150 TRI

Risk

In last 1 year , the volatility of Tata Mid Cap Fund - (IDCW) is Lower than Nifty Midcap 150 TRI by -0.37%

1.01%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.051.101.151.201.251.301.351.40
JavaScript chart by amCharts 3.20.9Tata Mid Cap Fund - (IDCW) Nifty Midcap 150 TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Tata Mid Cap Fund - (IDCW) Nifty Midcap 150 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 27 Stocks beating the benchmark 36 Stocks not beating the benchmark

View Stock Composition