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)

₹6,240 Cr

Lock In Period

N/A

Expense Ratio

2.04

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(%)
1M-6.58-1.332.55
6M10.794.1524.76
1Y3.514.1747.78
3Y12.1813.3889.13

Portfolio Analysis

  • Equity: 98.81%
  • Debt: 1.19%
  • Others
As on: 2026-08-31
View allocation % by

1. INDUSIND BANK LTD3.10%
2. FEDERAL BANK LTD2.86%
3. AU SMALL FINANCE BANK LTD2.61%
4. IDFC FIRST BANK LTD1.03%

1. MANKIND PHARMA LTD3.10%
2. GLENMARK PHARMACEUTICALS LTD2.38%
3. ABBOTT INDIA LTD2.07%
4. DR REDDYS LABORATORIES LTD1.53%

1. MPHASIS LTD1.95%
2. PERSISTENT SYSTEMS LTD1.79%
3. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.38%
4. HEXAWARE TECHNOLOGIES LTD1.00%

1. ONE 97 COMMUNICATIONS LTD3.03%
2. PB FINTECH LTD1.80%

1. MULTI COMMODITY EXCHANGE OF IND LTD2.72%
2. BSE LTD1.58%

1. MAX FINANCIAL SERVICES LTD3.03%
2. HDB FINANCIAL SERVICES LTD1.12%

1. L&T FINANCE LTD2.83%
2. MUTHOOT FINANCE LTD0.95%

1. SONA BLW PRECISION FORGINGS LTD1.87%
2. BHARAT FORGE LTD1.86%

1. MAX HEALTHCARE INSTITUTE LTD2.50%
2. APOLLO HOSPITALS ENTERPRISE LTD1.05%

1. J K CEMENT LTD1.94%
2. GRASIM INDUSTRIES LTD1.33%

1. BHARAT HEAVY ELECTRICALS LTD3.20%

1. OBEROI REALTY LTD1.50%
2. THE PHOENIX MILLS LTD1.22%

1. DIXON TECHNOLOGIES (INDILTD1.44%
2. VOLTAS LTD1.15%

1. BHARTI HEXACOM LTD2.53%

1. MARICO LTD2.50%

1. ADANI ENERGY SOLUTIONS LTD1.29%
2. GE VERNOVA T&D INDIA LTD1.07%

1. INDUS TOWERS LTD2.18%

1. UPL LTD1.35%
2. PI INDUSTRIES LTD0.76%

1. UNO MINDA LTD2.05%

1. GUJARAT FLUOROCHEMICALS LTD1.88%

1. INDIAN BANK1.65%

1. JSW INFRASTRUCTURE LTD1.53%

1. PREMIER ENERGIES LTD1.47%

1. JUBILANT FOODWORKS LTD1.43%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.38%

1. HERO MOTOCORP LTD1.31%

1. BOSCH LTD1.19%

1. ASHOK LEYLAND LTD1.13%

1. SOLAR INDUSTRIES INDIA LTD1.13%

1. BHARAT ELECTRONICS LTD1.06%

1. HINDUSTAN PETROLEUM CORPORATION LTD1.05%
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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 ₹6,240 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.04. 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
UTI Mid Cap Fund Growth112,795 CR1.97
DSP Mid Cap Fund Growth321,018 CR1.72
Tata Mid Cap Fund - Growth36,240 CR2.04
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundUTI Mid Cap Fund Growth2.008832.0435
This FundDSP Mid Cap Fund Growth1.092639.1669
This FundTata Mid Cap Fund - Growth3.505341.1564
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

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 2.04. 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 : -6.58%
  • 6 Months : 10.79%
  • 1 Year : 3.51%
  • 3 Years : 12.18%
Returns of Tata Mid Cap Fund - Growth are updated daily based on NAV of ₹ 434.8022 as on Oct 01,2026. Since inception, the return has been 41.16%.

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 ₹6,240 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.
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