Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

+21.05%
3Y annualised
-2.89% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹468.60
Min. for SIP
₹100
Fund size
₹5,505.28 Cr
Expense ratio
0.65%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,077
-3.21%
3 years₹1,80,000₹2,01,340
+11.86%
5 years₹3,00,000₹4,19,817
+39.94%
10 years₹6,00,000₹14,52,764
+142.13%

Holdings (66)

NameSectorInstrumentsAssets
Indian BankFinancialEquity3.30%
The Federal Bank Ltd.FinancialEquity3.27%
Mankind Pharma Ltd.HealthcareEquity2.97%
UPL Ltd.ChemicalsEquity2.66%
AU Small Finance Bank Ltd.FinancialEquity2.61%
Indusind Bank Ltd.FinancialEquity2.61%
Max Financial Services Ltd.FinancialEquity2.47%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.33%
One97 Communications Ltd.ServicesEquity2.19%
UNO Minda Ltd.AutomobileEquity2.16%
Marico Ltd.Consumer StaplesEquity2.15%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.07%
Indus Towers Ltd.CommunicationEquity2.07%
L&T Finance Ltd.FinancialEquity2.06%
Bharat Forge Ltd.AutomobileEquity1.91%
Bharti Hexacom Ltd.CommunicationEquity1.83%
Patanjali Foods Ltd.Consumer StaplesEquity1.76%
Jubilant FoodWorks Ltd.ServicesEquity1.70%
Voltas Ltd.Consumer DiscretionaryEquity1.70%
Lupin Ltd.HealthcareEquity1.67%
JK Cement Ltd.ConstructionEquity1.64%
Mphasis Ltd.TechnologyEquity1.63%
Cummins India Ltd.Capital GoodsEquity1.60%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.56%
Aurobindo Pharma Ltd.HealthcareEquity1.55%
Ashok Leyland Ltd.AutomobileEquity1.53%
Max Healthcare Institute Ltd.HealthcareEquity1.49%
The Ramco Cements Ltd.ConstructionEquity1.44%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.43%
PI Industries Ltd.ChemicalsEquity1.42%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.41%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.38%
Oberoi Realty Ltd.ConstructionEquity1.38%
HDB Financial Services Ltd.FinancialEquity1.32%
JSW Infrastructure Ltd.ServicesEquity1.30%
Bharat Electronics Ltd.Capital GoodsEquity1.29%
Navin Fluorine International Ltd.ChemicalsEquity1.14%
Jindal Steel Ltd.Metals & MiningEquity1.13%
Indraprastha Gas Ltd.EnergyEquity1.11%
Thermax Ltd.Capital GoodsEquity1.09%
Balkrishna Industries Ltd.AutomobileEquity1.09%
Granules India Ltd.HealthcareEquity1.06%
Kajaria Ceramics Ltd.ConstructionEquity1.04%
Muthoot Finance Ltd.FinancialEquity1.04%
Persistent Systems Ltd.TechnologyEquity1.03%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.02%
Bosch Ltd.AutomobileEquity0.98%
BSE Ltd.ServicesEquity0.98%
Hexaware Technologies Ltd.TechnologyEquity0.97%
IDFC First Bank Ltd.FinancialEquity0.93%
The Phoenix Mills Ltd.ConstructionEquity0.90%
Tata Chemicals Ltd.ChemicalsEquity0.80%
Mahindra Logistics Ltd.ServicesEquity0.78%
K.P.R. Mill Ltd.TextilesEquity0.78%
Metro Brands Ltd.Consumer StaplesEquity0.78%
Linde India Ltd.ChemicalsEquity0.73%
3M India Ltd.Consumer StaplesEquity0.72%
GR Infraprojects Ltd.ConstructionEquity0.66%
Carborundum Universal Ltd.Metals & MiningEquity0.60%
TeamLease Services Ltd.ServicesEquity0.58%
Page Industries Ltd.TextilesEquity0.58%
Torrent Power Ltd.EnergyEquity0.57%
Swiggy Ltd.ServicesEquity0.55%
SKF India (Industrial) Ltd.Capital GoodsEquity0.49%
Billionbrains Garage Ventures Ltd.FinancialEquity0.33%
Meesho Ltd.ServicesEquity0.13%
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+21.1%+17.6%+17.4%+18.5%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)221710--

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 ₹2,32,819 Cr and the Latest NAV as of 19 Mar 2026 is ₹468.60. 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₹2,32,819.21 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,