Tata Mid Cap Fund - Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹6,056 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(%)
1M0.56-1.036.37
6M4.811.2526.07
1Y8.533.3547.78
3Y16.1210.17142.86

Portfolio Analysis

  • Equity: 98.33%
  • Debt: 1.67%
  • Others
As on: 2026-07-31
View allocation % by

1. FEDERAL BANK LTD2.96%
2. INDUSIND BANK LTD2.84%
3. AU SMALL FINANCE BANK LTD2.59%
4. IDFC FIRST BANK LTD1.05%

1. MANKIND PHARMA LTD3.26%
2. GLENMARK PHARMACEUTICALS LTD2.21%
3. ABBOTT INDIA LTD1.99%
4. DR REDDYS LABORATORIES LTD1.57%

1. MPHASIS LTD1.94%
2. PERSISTENT SYSTEMS LTD1.83%
3. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.44%
4. HEXAWARE TECHNOLOGIES LTD1.05%

1. BSE LTD2.36%
2. MULTI COMMODITY EXCHANGE OF IND LTD1.97%

1. ONE 97 COMMUNICATIONS LTD2.44%
2. PB FINTECH LTD1.59%

1. MAX FINANCIAL SERVICES LTD2.72%
2. HDB FINANCIAL SERVICES LTD1.16%

1. BHARAT FORGE LTD2.00%
2. SONA BLW PRECISION FORGINGS LTD1.82%

1. L&T FINANCE LTD2.06%
2. MUTHOOT FINANCE LTD1.03%

1. BHARAT HEAVY ELECTRICALS LTD3.04%

1. MAX HEALTHCARE INSTITUTE LTD1.81%
2. APOLLO HOSPITALS ENTERPRISE LTD1.09%

1. OBEROI REALTY LTD1.51%
2. THE PHOENIX MILLS LTD1.25%

1. MARICO LTD2.73%

1. DIXON TECHNOLOGIES (INDILTD1.41%
2. VOLTAS LTD1.32%

1. ADANI ENERGY SOLUTIONS LTD1.54%
2. GE VERNOVA T&D INDIA LTD1.07%

1. UPL LTD1.50%
2. PI INDUSTRIES LTD0.91%

1. BHARTI HEXACOM LTD2.37%

1. INDUS TOWERS LTD2.26%

1. J K CEMENT LTD2.07%

1. UNO MINDA LTD1.95%

1. GUJARAT FLUOROCHEMICALS LTD1.80%

1. INDIAN BANK1.58%

1. PREMIER ENERGIES LTD1.50%

1. JSW INFRASTRUCTURE LTD1.44%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.35%

1. HERO MOTOCORP LTD1.33%

1. JUBILANT FOODWORKS LTD1.30%

1. HINDUSTAN PETROLEUM CORPORATION LTD1.16%

1. ASHOK LEYLAND LTD1.10%

1. SOLAR INDUSTRIES INDIA LTD1.06%

1. ADANI ENTERPRISES LTD1.03%

1. BHARAT ELECTRONICS LTD1.02%

1. THERMAX LTD1.01%
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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 ₹6,056 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
UTI Mid Cap Fund Growth112,379 CR1.88
DSP Mid Cap Fund Growth320,522 CR1.72
Tata Mid Cap Fund - Growth36,056 CR2.02
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundUTI Mid Cap Fund Growth5.588747.4045
This FundDSP Mid Cap Fund Growth6.56656.1529
This FundTata Mid Cap Fund - Growth8.530956.5904
This FundInvesco India Midcap Fund Growth8.705893.8971
This FundHSBC Midcap Fund Growth20.141996.1127

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 : 0.56%
  • 6 Months : 4.81%
  • 1 Year : 8.53%
  • 3 Years : 16.12%
Returns of Tata Mid Cap Fund - Growth are updated daily based on NAV of ₹ 468.7076 as on Aug 20,2026. Since inception, the return has been 56.59%.

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 ₹6,056 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.