Tata Mid Cap Direct Plan Growth

Tata Mid Cap Direct Plan Growth

+12.44%
3Y annualised
+1.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Oct '26
₹497.73
Min. for SIP
₹100
Fund size (AUM)
₹5,859.96 Cr
Expense ratio
0.84%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,213
-2.98%
3 years₹1,80,000₹1,90,079
+5.60%
5 years₹3,00,000₹4,03,837
+34.61%
10 years₹6,00,000₹14,05,943
+134.32%

Holdings (60)

NameSectorInstrumentsAssets
Mankind Pharma Ltd.HealthcareEquity3.42%
Bharat Heavy Electricals LtdIndustrialsEquity3.20%
One 97 Communications LtdIndustrialsEquity3.15%
Multi Commodity Exchange Of India LtdFinancialEquity2.96%
L&T Finance Holdings LtdFinancialEquity2.94%
AU Small Finance Bank LtdFinancialEquity2.93%
Indusind Bank LtdFinancialEquity2.92%
Max Financial Services LtdFinancialEquity2.81%
Max Healthcare Institute LtdHealthcareEquity2.75%
The Federal Bank LtdFinancialEquity2.71%
Bharti Hexacom Ltd.TechnologyEquity2.67%
Marico LtdConsumer StaplesEquity2.55%
Glenmark Pharmaceuticals LtdHealthcareEquity2.39%
Abbott India LtdHealthcareEquity2.31%
Indus Towers LtdTechnologyEquity2.23%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.05%
JK Cement LtdMaterialsEquity2.04%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity2.03%
UNO Minda LtdConsumer DiscretionaryEquity2.00%
Gujarat Fluorochemicals LtdMaterialsEquity1.88%
Mphasis LtdTechnologyEquity1.84%
Bharat Forge LtdConsumer DiscretionaryEquity1.81%
Persistent Systems LtdTechnologyEquity1.80%
Dr. Reddy's Laboratories LtdHealthcareEquity1.74%
JSW Infrastructure LtdIndustrialsEquity1.70%
Indian BankFinancialEquity1.58%
BSE LtdFinancialEquity1.58%
Oberoi Realty LtdReal EstateEquity1.51%
Billionbrains Garage Ventures Ltd.FinancialEquity1.41%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.40%
UPL LtdMaterialsEquity1.38%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.36%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.35%
Hero Motocorp LtdConsumer DiscretionaryEquity1.34%
Phoenix Mills LtdReal EstateEquity1.32%
Premier Energies Ltd.Energy & UtilitiesEquity1.32%
PB Fintech LtdFinancialEquity1.27%
Adani Transmission LtdEnergy & UtilitiesEquity1.27%
Linde India LtdMaterialsEquity1.22%
Bosch LtdConsumer DiscretionaryEquity1.19%
Solar Industries India LtdMaterialsEquity1.18%
Voltas LtdIndustrialsEquity1.10%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity1.09%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.08%
GE T&D India LtdIndustrialsEquity1.08%
Bharat Electronics LtdIndustrialsEquity1.06%
Ashok Leyland LtdIndustrialsEquity1.05%
IDFC First Bank LtdFinancialEquity1.04%
Adani Enterprises LtdMaterialsEquity1.03%
Navin Fluorine International LtdMaterialsEquity0.98%
Jindal Steel & Power LtdMaterialsEquity0.97%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.95%
Muthoot Finance LtdFinancialEquity0.93%
KPR Mills LtdConsumer DiscretionaryEquity0.90%
G R Infraprojects LtdIndustrialsEquity0.86%
Thermax LtdIndustrialsEquity0.82%
PI Industries LtdMaterialsEquity0.79%
Page Industries LtdConsumer DiscretionaryEquity0.62%
3M India LtdDiversifiedEquity0.58%
RepoUnspecifiedRepo0.56%
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+12.4%+12.8%+15.4%+18.2%
Category average (Equity Mid Cap)+14.0%+13.5%+15.5%+18.1%
Rank (Equity Mid Cap)271911--

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 ₹2,24,588 Cr and the Latest NAV as of 09 Oct 2026 is ₹497.73. 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₹2,24,588.36 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,