Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

Equity
Mid Cap
Very High Risk
+23.18%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan '26
₹507.52
Min. SIP amount
₹100
Fund size
₹5,497.27 Cr
Expense ratio
0.64%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹64,018
+6.70%
3 years₹1,80,000₹2,26,381
+25.77%
5 years₹3,00,000₹4,69,534
+56.51%
10 years₹6,00,000₹16,18,148
+169.69%

Holdings (67)

NameSectorInstrumentsAssets
UPL Ltd.ChemicalsEquity3.33%
The Federal Bank Ltd.FinancialEquity2.92%
Indian BankFinancialEquity2.80%
Alkem Laboratories Ltd.HealthcareEquity2.79%
AU Small Finance Bank Ltd.FinancialEquity2.71%
UNO Minda Ltd.AutomobileEquity2.34%
L&T Finance Ltd.FinancialEquity2.30%
Max Financial Services Ltd.FinancialEquity2.28%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.22%
Aurobindo Pharma Ltd.HealthcareEquity2.15%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.14%
Bharti Hexacom Ltd.CommunicationEquity2.08%
Marico Ltd.Consumer StaplesEquity2.05%
One97 Communications Ltd.ServicesEquity2.01%
Mankind Pharma Ltd.HealthcareEquity2.00%
Mphasis Ltd.TechnologyEquity1.99%
Shriram Finance LtdFinancialFutures1.95%
Patanjali Foods Ltd.Consumer StaplesEquity1.89%
Jubilant FoodWorks Ltd.ServicesEquity1.83%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.63%
JK Cement Ltd.ConstructionEquity1.61%
Hexaware Technologies Ltd.TechnologyEquity1.57%
Lupin Ltd.HealthcareEquity1.53%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.53%
Oberoi Realty Ltd.ConstructionEquity1.52%
Indus Towers Ltd.CommunicationEquity1.52%
Voltas Ltd.Consumer DiscretionaryEquity1.49%
PI Industries Ltd.ChemicalsEquity1.47%
Bharat Forge Ltd.AutomobileEquity1.47%
Cummins India Ltd.Capital GoodsEquity1.45%
JSW Infrastructure Ltd.ServicesEquity1.45%
Max Healthcare Institute Ltd.HealthcareEquity1.43%
HDB Financial Services Ltd.FinancialEquity1.43%
Persistent Systems Ltd.TechnologyEquity1.37%
The Ramco Cements Ltd.ConstructionEquity1.35%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.34%
Ashok Leyland Ltd.AutomobileEquity1.30%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.28%
Indraprastha Gas Ltd.EnergyEquity1.27%
Muthoot Finance Ltd.FinancialEquity1.18%
Bharat Electronics Ltd.Capital GoodsEquity1.16%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.11%
IDFC First Bank Ltd.FinancialEquity1.09%
Granules India Ltd.HealthcareEquity1.09%
Navin Fluorine International Ltd.ChemicalsEquity1.08%
Balkrishna Industries Ltd.AutomobileEquity1.06%
Kajaria Ceramics Ltd.ConstructionEquity1.06%
Thermax Ltd.Capital GoodsEquity1.05%
The Phoenix Mills Ltd.ConstructionEquity1.01%
Bosch Ltd.AutomobileEquity0.97%
Jindal Steel Ltd.Metals & MiningEquity0.96%
Metro Brands Ltd.Consumer StaplesEquity0.89%
Tata Chemicals Ltd.ChemicalsEquity0.86%
K.P.R. Mill Ltd.TextilesEquity0.82%
TeamLease Services Ltd.ServicesEquity0.74%
Sonata Software Ltd.TechnologyEquity0.72%
Swiggy Ltd.ServicesEquity0.70%
GR Infraprojects Ltd.ConstructionEquity0.69%
3M India Ltd.Consumer StaplesEquity0.67%
Page Industries Ltd.TextilesEquity0.66%
Linde India Ltd.ChemicalsEquity0.65%
Carborundum Universal Ltd.Metals & MiningEquity0.62%
Mahindra Logistics Ltd.ServicesEquity0.59%
SKF India (Industrial) Ltd.Capital GoodsEquity0.50%
Torrent Power Ltd.EnergyEquity0.48%
Meesho Ltd.ServicesEquity0.37%
Billionbrains Garage Ventures Ltd.FinancialEquity0.31%
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+23.2%+20.6%+17.7%+19.5%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)15159--

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
+12.78%+27.23%4,447.55
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+10.66%+27.12%13,650.47
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+13.18%+25.78%92,641.55
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
-3.12%+25.44%36,880.18
JM Midcap Fund Direct Growth
JM Midcap Fund Direct Growth
+2.94%+25.21%1,178.20
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 ₹2,16,851 Cr and the Latest NAV as of 14 Jan 2026 is ₹507.52. 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₹2,16,850.85 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,