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Tata Mid Cap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹5,604 Cr

Lock In Period

N/A

Expense Ratio

1.87

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Benchmark

Nifty Midcap 100 Total Return

Summary

Tata Mid Cap Fund - Growth NAV is ₹446.4555 as of 30 May, 2026. Tata Mid Cap Fund - Growth has delivered 72.72% returns since its launch. The minimum SIP investment amount in Tata Mid Cap Fund - Growth is ₹100. The AUM of Tata Mid Cap Fund - Growth is ₹5,604 Cr. The expense ratio of the fund is 1.87%, and its benchmark is Nifty Midcap 100 Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Mid Cap Fund - Growth has delivered 1.48% returns.

Tata Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.481.765.21
6M0.212.9026.07
1Y9.277.0530.66
3Y19.9820.80142.86

Portfolio Analysis

  • Equity: 93.63%
  • Debt: 6.37%
  • Others
As on: 2026-04-30
View allocation % by

1. FEDERAL BANK LTD3.07%
2. INDUSIND BANK LTD2.78%
3. AU SMALL FINANCE BANK LTD2.72%
4. IDFC FIRST BANK LTD0.87%

1. MANKIND PHARMA LTD3.21%
2. GLENMARK PHARMACEUTICALS LTD2.58%
3. AUROBINDO PHARMA LTD1.74%
4. LUPIN LTD1.48%

1. MPHASIS LTD2.04%
2. PERSISTENT SYSTEMS LTD1.03%
3. HEXAWARE TECHNOLOGIES LTD0.90%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)0.85%

1. UPL LTD2.63%
2. PI INDUSTRIES LTD1.36%

1. MARICO LTD2.42%
2. PATANJALI FOODS LTD1.56%

1. MAX FINANCIAL SERVICES LTD2.69%
2. HDB FINANCIAL SERVICES LTD1.20%

1. L&T FINANCE LTD2.00%
2. MUTHOOT FINANCE LTD1.22%

1. BHARAT HEAVY ELECTRICALS LTD2.90%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.48%
2. JSW INFRASTRUCTURE LTD1.36%

1. J K CEMENT LTD1.63%
2. THE RAMCO CEMENTS LTD1.17%

1. INDIAN BANK2.79%

1. OBEROI REALTY LTD1.49%
2. THE PHOENIX MILLS LTD1.26%

1. MAX HEALTHCARE INSTITUTE LTD1.33%
2. APOLLO HOSPITALS ENTERPRISE LTD1.00%

1. INDUS TOWERS LTD2.27%

1. ONE 97 COMMUNICATIONS LTD2.15%

1. UNO MINDA LTD1.99%

1. BSE LTD1.95%

1. BHARTI HEXACOM LTD1.90%

1. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.89%

1. BHARAT FORGE LTD1.85%

1. CUMMINS INDIA LTD1.69%

1. JUBILANT FOODWORKS LTD1.54%

1. VOLTAS LTD1.53%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.48%

1. THERMAX LTD1.40%

1. BHARAT ELECTRONICS LTD1.23%

1. HINDUSTAN PETROLEUM CORPORATION LTD1.20%

1. ASHOK LEYLAND LTD1.16%

1. NAVIN FLUORINE INTERNATIONAL LTD1.10%

1. JINDAL STEEL LTD1.09%

1. INDRAPRASTHA GAS LTD1.06%

1. G R INFRAPROJECTS LTD1.05%

About Fund Tata Mid Cap Fund - Growth

Tata Mid Cap Fund - Growth managed by Tata Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹5,604 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.87. Under the expert guidance of Satish Chandra Mishra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Satish Chandra Mishra

Mr. Mishra has done B.tech & PGDM. Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Midcap Fund Growth26290.41 CR2.04
Union Midcap Fund Growth31705.41 CR2.73
Tata Mid Cap Fund - Growth35604.35 CR1.87
ICICI Prudential MidCap Fund Growth47556.68 CR1.77
HSBC Midcap Fund Growth413386.58 CR3.59
Fund Name1Y3Y
This FundAditya Birla Sun Life Midcap Fund Growth6.164669.8829
This FundUnion Midcap Fund Growth10.198772.0423
This FundTata Mid Cap Fund - Growth9.268472.7185
This FundICICI Prudential MidCap Fund Growth20.842103.9204
This FundHSBC Midcap Fund Growth20.3599107.551

Tata Mid Cap Fund - Growth FAQs

Tata Mid Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Mid Cap Fund - Growth is 1.87. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Mid Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : 1.48%
  • 6 Months : 0.21%
  • 1 Year : 9.27%
  • 3 Years : 19.98%
Returns of Tata Mid Cap Fund - Growth are updated daily based on NAV of ₹ 446.4555 as on May 29,2026. Since inception, the return has been 72.72%.

You can invest in Tata Mid Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Mid Cap Fund - Growth is ₹5,604 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Mid Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.