Tata Midcap Growth Fund - Regular Plan

3 Value Research
Change from previous, NAV as on May 24, 2019
Category: Equity: Mid Cap
Assets: R 665 crore (As on Apr 30, 2019)
Expense: 1.36% (As on Apr 30, 2019)
Investment Objective

The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities, while it can take up to 40 per cent exposure in debt instruments. Liquidity is provided by listing in BSE and MSE.

Fund Managers
+ Ennettee Fernandes since Jun 2018
+ Rupesh Patel since Jun 2017
  • Education: Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
  • Experience: He served as the Tata Asset Management Limited's Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.
  • Funds Managed:
  • Tata Infrastructure Fund - Regular Plan - since Jan 2014
  • Tata India Tax Savings Fund - since Apr 2015
  • Tata Midcap Growth Fund - Regular Plan - since Jun 2017
  • Tata Large Cap Fund - Regular Plan - since Jun 2018
  • Tata Ethical Fund - Regular Plan - since Sep 2018
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