Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

+19.26%
3Y annualised
+1.43% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jun '26
₹507.35
Min. for SIP
₹100
Fund size (AUM)
₹5,604.35 Cr
Expense ratio
0.66%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,472
+0.79%
3 years₹1,80,000₹2,03,829
+13.24%
5 years₹3,00,000₹4,30,450
+43.48%
10 years₹6,00,000₹14,97,515
+149.59%

Holdings (64)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo4.45%
Mankind Pharma Ltd.HealthcareEquity3.21%
The Federal Bank LtdFinancialEquity3.07%
Bharat Heavy Electricals LtdIndustrialsEquity2.90%
Indian BankFinancialEquity2.79%
Indusind Bank LtdFinancialEquity2.78%
AU Small Finance Bank LtdFinancialEquity2.72%
Max Financial Services LtdFinancialEquity2.69%
UPL LtdMaterialsEquity2.63%
Glenmark Pharmaceuticals LtdHealthcareEquity2.58%
Marico LtdConsumer StaplesEquity2.42%
Indus Towers LtdTechnologyEquity2.27%
One 97 Communications LtdIndustrialsEquity2.15%
Mphasis LtdTechnologyEquity2.04%
L&T Finance Holdings LtdFinancialEquity2.00%
UNO Minda LtdConsumer DiscretionaryEquity1.99%
BSE LtdFinancialEquity1.95%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets1.92%
Bharti Hexacom Ltd.TechnologyEquity1.90%
ICICI Lombard General Insurance Company LtdFinancialEquity1.89%
Bharat Forge LtdConsumer DiscretionaryEquity1.85%
Aurobindo Pharma LtdHealthcareEquity1.74%
Cummins India LtdIndustrialsEquity1.69%
JK Cement LtdMaterialsEquity1.63%
Patanjali Foods LtdConsumer StaplesEquity1.56%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.54%
Voltas LtdIndustrialsEquity1.53%
Oberoi Realty LtdReal EstateEquity1.49%
Lupin LtdHealthcareEquity1.48%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.48%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.48%
Thermax LtdIndustrialsEquity1.40%
PI Industries LtdMaterialsEquity1.36%
JSW Infrastructure LtdIndustrialsEquity1.36%
Max Healthcare Institute LtdHealthcareEquity1.33%
Phoenix Mills LtdReal EstateEquity1.26%
Bharat Electronics LtdIndustrialsEquity1.23%
Muthoot Finance LtdFinancialEquity1.22%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.20%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity1.20%
The Ramco Cements LtdMaterialsEquity1.17%
Ashok Leyland LtdIndustrialsEquity1.16%
Navin Fluorine International LtdMaterialsEquity1.10%
Jindal Steel & Power LtdMaterialsEquity1.09%
Indraprastha Gas LtdEnergy & UtilitiesEquity1.06%
G R Infraprojects LtdIndustrialsEquity1.05%
Persistent Systems LtdTechnologyEquity1.03%
Apollo Hospitals Enterprise LtdHealthcareEquity1.00%
Balkrishna Industries LtdConsumer DiscretionaryEquity0.97%
Bosch LtdConsumer DiscretionaryEquity0.95%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.90%
Tata Chemicals LtdMaterialsEquity0.89%
IDFC First Bank LtdFinancialEquity0.87%
Billionbrains Garage Ventures Ltd.FinancialEquity0.85%
KPR Mills LtdConsumer DiscretionaryEquity0.80%
Linde India LtdMaterialsEquity0.78%
Mahindra Logistics LtdIndustrialsEquity0.74%
Metro Brands LtdConsumer DiscretionaryEquity0.74%
Carborundum Universal LtdMaterialsEquity0.68%
Page Industries LtdConsumer DiscretionaryEquity0.66%
Torrent Power LtdEnergy & UtilitiesEquity0.62%
3M India LtdDiversifiedEquity0.62%
Swiggy Ltd.TechnologyEquity0.48%
SKF India (Industrial) LtdIndustrialsEquity0.41%
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+19.3%+17.2%+17.3%+18.9%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)301810--

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

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 ₹2,27,427 Cr and the Latest NAV as of 09 Jun 2026 is ₹507.35. 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₹2,27,426.65 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,