Tata Mid Cap Fund Growth

Tata Mid Cap Fund Growth

+19.94%
3Y annualised
-0.50% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹443.45
Min. for SIP
₹100
Fund size (AUM)
₹5,604.35 Cr
Expense ratio
1.87%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,453
+2.42%
3 years₹1,80,000₹2,06,648
+14.80%
5 years₹3,00,000₹4,28,478
+42.83%
10 years₹6,00,000₹14,29,267
+138.21%

Holdings (62)

NameSectorInstrumentsAssets
Mankind Pharma Ltd.HealthcareEquity3.21%
The Federal Bank Ltd.FinancialEquity3.07%
Bharat Heavy Electricals Ltd.Capital GoodsEquity2.90%
Indian BankFinancialEquity2.79%
Indusind Bank Ltd.FinancialEquity2.78%
AU Small Finance Bank Ltd.FinancialEquity2.72%
Max Financial Services Ltd.FinancialEquity2.69%
UPL Ltd.ChemicalsEquity2.63%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.58%
Marico Ltd.Consumer StaplesEquity2.42%
Indus Towers Ltd.CommunicationEquity2.27%
One97 Communications Ltd.ServicesEquity2.15%
Mphasis Ltd.TechnologyEquity2.04%
L&T Finance Ltd.FinancialEquity2.00%
UNO Minda Ltd.AutomobileEquity1.99%
BSE Ltd.ServicesEquity1.95%
Bharti Hexacom Ltd.CommunicationEquity1.90%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.89%
Bharat Forge Ltd.AutomobileEquity1.85%
Aurobindo Pharma Ltd.HealthcareEquity1.74%
Cummins India Ltd.Capital GoodsEquity1.69%
JK Cement Ltd.ConstructionEquity1.63%
Patanjali Foods Ltd.Consumer StaplesEquity1.56%
Jubilant FoodWorks Ltd.ServicesEquity1.54%
Voltas Ltd.Consumer DiscretionaryEquity1.53%
Oberoi Realty Ltd.ConstructionEquity1.49%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.48%
Lupin Ltd.HealthcareEquity1.48%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.48%
Thermax Ltd.Capital GoodsEquity1.40%
PI Industries Ltd.ChemicalsEquity1.36%
JSW Infrastructure Ltd.ServicesEquity1.36%
Max Healthcare Institute Ltd.HealthcareEquity1.33%
The Phoenix Mills Ltd.ConstructionEquity1.26%
Bharat Electronics Ltd.Capital GoodsEquity1.23%
Muthoot Finance Ltd.FinancialEquity1.22%
HDB Financial Services Ltd.FinancialEquity1.20%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.20%
The Ramco Cements Ltd.ConstructionEquity1.17%
Ashok Leyland Ltd.AutomobileEquity1.16%
Navin Fluorine International Ltd.ChemicalsEquity1.10%
Jindal Steel Ltd.Metals & MiningEquity1.09%
Indraprastha Gas Ltd.EnergyEquity1.06%
GR Infraprojects Ltd.ConstructionEquity1.05%
Persistent Systems Ltd.TechnologyEquity1.03%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.00%
Balkrishna Industries Ltd.AutomobileEquity0.97%
Bosch Ltd.AutomobileEquity0.95%
Hexaware Technologies Ltd.TechnologyEquity0.90%
Tata Chemicals Ltd.ChemicalsEquity0.89%
IDFC First Bank Ltd.FinancialEquity0.87%
Billionbrains Garage Ventures Ltd.FinancialEquity0.85%
K.P.R. Mill Ltd.TextilesEquity0.80%
Linde India Ltd.ChemicalsEquity0.78%
Mahindra Logistics Ltd.ServicesEquity0.74%
Metro Brands Ltd.Consumer StaplesEquity0.74%
Carborundum Universal Ltd.Metals & MiningEquity0.68%
Page Industries Ltd.TextilesEquity0.66%
Torrent Power Ltd.EnergyEquity0.62%
3M India Ltd.Consumer StaplesEquity0.62%
Swiggy Ltd.ServicesEquity0.48%
SKF India (Industrial) Ltd.Capital GoodsEquity0.41%
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+19.9%+17.5%+16.2%+13.1%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)321911--

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

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Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
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Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
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Sundaram Mid Cap Fund Growth
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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 Fund Growth

Tata Mid Cap Fund 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 Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,427 Cr and the Latest NAV as of 15 May 2026 is ₹443.45. The Tata Mid Cap Fund 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,