Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

Equity
Mid Cap
Very High Risk
+24.12%
3Y annualised
-1.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Feb '26
₹508.01
Min. for SIP
₹100
Fund size
₹5,356.22 Cr
Expense ratio
0.64%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,964
+6.61%
3 years₹1,80,000₹2,23,503
+24.17%
5 years₹3,00,000₹4,64,366
+54.79%
10 years₹6,00,000₹16,06,860
+167.81%

Holdings (67)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialFutures3.56%
The Federal Bank Ltd.FinancialEquity3.22%
Indian BankFinancialEquity3.12%
UPL Ltd.ChemicalsEquity3.02%
AU Small Finance Bank Ltd.FinancialEquity2.75%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.26%
Max Financial Services Ltd.FinancialEquity2.26%
UNO Minda Ltd.AutomobileEquity2.21%
L&T Finance Ltd.FinancialEquity2.14%
Mankind Pharma Ltd.HealthcareEquity2.09%
Marico Ltd.Consumer StaplesEquity2.04%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.03%
Mphasis Ltd.TechnologyEquity2.01%
Alkem Laboratories Ltd.HealthcareEquity1.90%
One97 Communications Ltd.ServicesEquity1.81%
Bharti Hexacom Ltd.CommunicationEquity1.81%
Patanjali Foods Ltd.Consumer StaplesEquity1.78%
Jubilant FoodWorks Ltd.ServicesEquity1.67%
Indus Towers Ltd.CommunicationEquity1.66%
JK Cement Ltd.ConstructionEquity1.65%
Lupin Ltd.HealthcareEquity1.61%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.58%
Aurobindo Pharma Ltd.HealthcareEquity1.58%
Voltas Ltd.Consumer DiscretionaryEquity1.49%
PI Industries Ltd.ChemicalsEquity1.49%
Bharat Forge Ltd.AutomobileEquity1.48%
Hexaware Technologies Ltd.TechnologyEquity1.47%
The Ramco Cements Ltd.ConstructionEquity1.47%
Ashok Leyland Ltd.AutomobileEquity1.47%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.43%
Oberoi Realty Ltd.ConstructionEquity1.39%
Cummins India Ltd.Capital GoodsEquity1.38%
HDB Financial Services Ltd.FinancialEquity1.36%
Persistent Systems Ltd.TechnologyEquity1.35%
JSW Infrastructure Ltd.ServicesEquity1.35%
Max Healthcare Institute Ltd.HealthcareEquity1.34%
Bharat Electronics Ltd.Capital GoodsEquity1.34%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.33%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.29%
Muthoot Finance Ltd.FinancialEquity1.22%
Indraprastha Gas Ltd.EnergyEquity1.19%
Navin Fluorine International Ltd.ChemicalsEquity1.14%
IDFC First Bank Ltd.FinancialEquity1.09%
Balkrishna Industries Ltd.AutomobileEquity1.08%
Granules India Ltd.HealthcareEquity1.07%
Jindal Steel Ltd.Metals & MiningEquity1.06%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.04%
Thermax Ltd.Capital GoodsEquity1.03%
Bosch Ltd.AutomobileEquity1.01%
Kajaria Ceramics Ltd.ConstructionEquity1.01%
Indusind Bank Ltd.FinancialEquity1.00%
The Phoenix Mills Ltd.ConstructionEquity0.94%
Tata Chemicals Ltd.ChemicalsEquity0.86%
Metro Brands Ltd.Consumer StaplesEquity0.80%
K.P.R. Mill Ltd.TextilesEquity0.78%
Mahindra Logistics Ltd.ServicesEquity0.69%
GR Infraprojects Ltd.ConstructionEquity0.68%
TeamLease Services Ltd.ServicesEquity0.68%
3M India Ltd.Consumer StaplesEquity0.68%
Linde India Ltd.ChemicalsEquity0.67%
Page Industries Ltd.TextilesEquity0.62%
Carborundum Universal Ltd.Metals & MiningEquity0.59%
Swiggy Ltd.ServicesEquity0.58%
SKF India (Industrial) Ltd.Capital GoodsEquity0.53%
Torrent Power Ltd.EnergyEquity0.52%
Billionbrains Garage Ventures Ltd.FinancialEquity0.37%
Meesho Ltd.ServicesEquity0.15%
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+24.1%+19.8%+19.4%+19.4%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)21169--

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
+25.17%+28.32%4,467.89
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+25.74%+28.24%13,801.71
Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
+27.20%+28.14%41,727.36
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+25.38%+27.43%92,186.87
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
+25.91%+26.56%12,917.24
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 ₹2,22,493 Cr and the Latest NAV as of 27 Feb 2026 is ₹508.01. 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₹2,22,493.35 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,