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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)

₹5,732 Cr

Lock In Period

N/A

Expense Ratio

2.02

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

Tata Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.801.028.18
6M2.732.3126.07
1Y5.114.6347.78
3Y18.1916.04142.86

Portfolio Analysis

  • Equity: 98.07%
  • Debt: 1.93%
  • Others
As on: 2026-05-31
View allocation % by

1. MANKIND PHARMA LTD3.32%
2. GLENMARK PHARMACEUTICALS LTD2.38%
3. AUROBINDO PHARMA LTD1.74%
4. ABBOTT INDIA LTD1.53%
5. LUPIN LTD1.10%

1. FEDERAL BANK LTD3.02%
2. INDUSIND BANK LTD2.71%
3. AU SMALL FINANCE BANK LTD2.58%
4. IDFC FIRST BANK LTD0.87%

1. MPHASIS LTD1.99%
2. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.45%
3. PERSISTENT SYSTEMS LTD1.09%
4. HEXAWARE TECHNOLOGIES LTD1.00%

1. MARICO LTD2.51%
2. PATANJALI FOODS LTD1.52%

1. MAX FINANCIAL SERVICES LTD2.77%
2. HDB FINANCIAL SERVICES LTD1.19%

1. BSE LTD2.84%
2. MULTI COMMODITY EXCHANGE OF IND LTD0.90%

1. ONE 97 COMMUNICATIONS LTD2.15%
2. PB FINTECH LTD1.04%

1. L&T FINANCE LTD2.00%
2. MUTHOOT FINANCE LTD1.17%

1. BHARAT FORGE LTD1.88%
2. SONA BLW PRECISION FORGINGS LTD1.17%

1. BHARAT HEAVY ELECTRICALS LTD2.99%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.57%
2. JSW INFRASTRUCTURE LTD1.34%

1. OBEROI REALTY LTD1.49%
2. THE PHOENIX MILLS LTD1.24%

1. INDIAN BANK2.67%

1. UPL LTD1.69%
2. PI INDUSTRIES LTD0.97%

1. J K CEMENT LTD1.56%
2. THE RAMCO CEMENTS LTD1.06%

1. VOLTAS LTD1.30%
2. DIXON TECHNOLOGIES (INDILTD1.22%

1. INDUS TOWERS LTD2.39%

1. MAX HEALTHCARE INSTITUTE LTD1.26%
2. APOLLO HOSPITALS ENTERPRISE LTD1.05%

1. UNO MINDA LTD1.92%

1. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.88%

1. CUMMINS INDIA LTD1.85%

1. BHARTI HEXACOM LTD1.83%

1. PREMIER ENERGIES LTD1.64%

1. ADANI ENERGY SOLUTIONS LTD1.49%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.45%

1. JUBILANT FOODWORKS LTD1.34%

1. HINDUSTAN PETROLEUM CORPORATION LTD1.24%

1. THERMAX LTD1.23%

1. BHARAT ELECTRONICS LTD1.15%

1. ASHOK LEYLAND LTD1.08%

1. JINDAL STEEL LTD1.05%

1. INDRAPRASTHA GAS LTD1.01%

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 ₹5,732 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.02. 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
Union Midcap Fund Growth31846.92 CR2.29
LIC MF Midcap Fund Growth1357.11 CR2.44
Tata Mid Cap Fund - Growth35731.79 CR2.02
HSBC Midcap Fund Growth415351.91 CR2.28
Invesco India Midcap Fund Growth312396.75 CR1.87
Fund Name1Y3Y
This FundUnion Midcap Fund Growth6.665363.5694
This FundLIC MF Midcap Fund Growth2.652264.0776
This FundTata Mid Cap Fund - Growth5.107465.1136
This FundHSBC Midcap Fund Growth15.955296.7276
This FundInvesco India Midcap Fund Growth10.295297.3247

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 2.02. 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 : 3.80%
  • 6 Months : 2.73%
  • 1 Year : 5.11%
  • 3 Years : 18.19%
Returns of Tata Mid Cap Fund - Growth are updated daily based on NAV of ₹ 465.1168 as on Jul 10,2026. Since inception, the return has been 65.11%.

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 ₹5,732 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.