Tata Mid Cap Fund - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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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)
₹5,868 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
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.88 | 0.54 | 7.48 |
| 6M | 5.86 | 2.68 | 26.07 |
| 1Y | 6.25 | 5.06 | 47.78 |
| 3Y | 16.31 | 14.62 | 142.86 |
Portfolio Analysis
- Equity: 99.25%
- Debt: 0.75%
- Others
As on: 2026-06-30
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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 ₹5,868 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP Mid Cap Fund Growth | 3 | 20,170 CR | 1.68 |
| Sundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10,450 CR | 1.59 |
| Tata Mid Cap Fund - Growth | 3 | 5,868 CR | 2.02 |
| Invesco India Midcap Fund Growth | 3 | 13,766 CR | 1.87 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Mid Cap Fund Growth | 4.1936 | 55.6147 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundTata Mid Cap Fund - Growth | 6.2474 | 57.3539 |
| This FundInvesco India Midcap Fund Growth | 9.4618 | 92.4944 |
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 : 1.88%
- 6 Months : 5.86%
- 1 Year : 6.25%
- 3 Years : 16.31%
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 ₹5,868 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.
