Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

+16.92%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Aug '26
₹542.39
Min. for SIP
₹100
Fund size (AUM)
₹6,056.43 Cr
Expense ratio
0.87%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,042
+6.74%
3 years₹1,80,000₹2,12,812
+18.23%
5 years₹3,00,000₹4,50,685
+50.23%
10 years₹6,00,000₹15,68,908
+161.48%

Holdings (66)

NameSectorInstrumentsAssets
Mankind Pharma Ltd.HealthcareEquity3.26%
Bharat Heavy Electricals LtdIndustrialsEquity3.04%
The Federal Bank LtdFinancialEquity2.96%
Indusind Bank LtdFinancialEquity2.84%
Marico LtdConsumer StaplesEquity2.73%
Max Financial Services LtdFinancialEquity2.72%
AU Small Finance Bank LtdFinancialEquity2.59%
One 97 Communications LtdIndustrialsEquity2.44%
Bharti Hexacom Ltd.TechnologyEquity2.37%
BSE LtdFinancialEquity2.36%
Indus Towers LtdTechnologyEquity2.26%
Glenmark Pharmaceuticals LtdHealthcareEquity2.21%
JK Cement LtdMaterialsEquity2.07%
L&T Finance Holdings LtdFinancialEquity2.06%
Bharat Forge LtdConsumer DiscretionaryEquity2.00%
Abbott India LtdHealthcareEquity1.99%
Multi Commodity Exchange Of India LtdFinancialEquity1.97%
UNO Minda LtdConsumer DiscretionaryEquity1.95%
Mphasis LtdTechnologyEquity1.94%
Persistent Systems LtdTechnologyEquity1.83%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.82%
Max Healthcare Institute LtdHealthcareEquity1.81%
Gujarat Fluorochemicals LtdMaterialsEquity1.80%
PB Fintech LtdFinancialEquity1.59%
Indian BankFinancialEquity1.58%
Dr. Reddy's Laboratories LtdHealthcareEquity1.57%
Adani Transmission LtdEnergy & UtilitiesEquity1.54%
Oberoi Realty LtdReal EstateEquity1.51%
Premier Energies Ltd.Energy & UtilitiesEquity1.50%
UPL LtdMaterialsEquity1.50%
Billionbrains Garage Ventures Ltd.FinancialEquity1.44%
JSW Infrastructure LtdIndustrialsEquity1.44%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.41%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.35%
Hero Motocorp LtdConsumer DiscretionaryEquity1.33%
Voltas LtdIndustrialsEquity1.32%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.30%
Phoenix Mills LtdReal EstateEquity1.25%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.16%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity1.16%
Ashok Leyland LtdIndustrialsEquity1.10%
Apollo Hospitals Enterprise LtdHealthcareEquity1.09%
GE T&D India LtdIndustrialsEquity1.07%
Solar Industries India LtdMaterialsEquity1.06%
IDFC First Bank LtdFinancialEquity1.05%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity1.05%
Muthoot Finance LtdFinancialEquity1.03%
Adani Enterprises LtdMaterialsEquity1.03%
Bharat Electronics LtdIndustrialsEquity1.02%
Thermax LtdIndustrialsEquity1.01%
Cummins India LtdIndustrialsEquity1.00%
Bosch LtdConsumer DiscretionaryEquity1.00%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.96%
G R Infraprojects LtdIndustrialsEquity0.92%
PI Industries LtdMaterialsEquity0.91%
Jindal Steel & Power LtdMaterialsEquity0.91%
Navin Fluorine International LtdMaterialsEquity0.87%
KPR Mills LtdConsumer DiscretionaryEquity0.83%
Indraprastha Gas LtdEnergy & UtilitiesEquity0.81%
RepoUnspecifiedRepo0.71%
Metro Brands LtdConsumer DiscretionaryEquity0.69%
Linde India LtdMaterialsEquity0.67%
Page Industries LtdConsumer DiscretionaryEquity0.67%
3M India LtdDiversifiedEquity0.60%
Mahindra Logistics LtdIndustrialsEquity0.49%
SKF India (Industrial) LtdIndustrialsEquity0.48%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.9%+16.7%+17.1%+19.2%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)311910--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+20.02%+24.14%6,792.14
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+13.52%+23.01%18,693.49
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
+13.09%+21.04%14,504.36
Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
+13.22%+20.78%50,750.81
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+12.83%+19.42%1,05,142.69
Compare

Fund management

SCM
Satish Chandra Mishra
Mar 2021 - Present
View details

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

About Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Satish Chandra Mishra is the Current Fund Manager of Tata Mid Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,31,572 Cr and the Latest NAV as of 28 Aug 2026 is ₹542.39. The Tata Mid Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM₹2,31,572.01 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,