Tata Mid Cap Direct Plan Growth

Equity
Mid Cap
Very High Risk
21.02%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Sep 2025
₹486.09
Rating
3
Min. SIP amount
₹100
Fund size
₹4,984.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (66)

NameSectorInstrumentAssets
FinancialEquity3.31%
HealthcareEquity2.82%
Capital GoodsEquity2.64%
FinancialEquity2.53%
ChemicalsEquity2.40%
Consumer StaplesEquity2.39%
ServicesEquity2.37%
InsuranceEquity2.32%
HealthcareEquity2.32%
FinancialEquity2.31%
HealthcareEquity2.29%
CommunicationEquity2.14%
ConstructionEquity2.14%
ChemicalsEquity2.13%
AutomobileEquity2.09%
TechnologyEquity1.98%
HealthcareEquity1.87%
FinancialEquity1.83%
ConstructionEquity1.77%
HealthcareEquity1.71%
ServicesEquity1.71%
ConstructionEquity1.65%
ConstructionEquity1.64%
FinancialEquity1.63%
Capital GoodsEquity1.52%
EnergyEquity1.51%
HealthcareEquity1.50%
AutomobileEquity1.50%
EnergyEquity1.48%
ServicesEquity1.38%
AutomobileEquity1.35%
ChemicalsEquity1.32%
FinancialEquity1.31%
AutomobileEquity1.29%
TechnologyEquity1.24%
HealthcareEquity1.23%
Capital GoodsEquity1.23%
ChemicalsEquity1.21%
AutomobileEquity1.20%
Metals & MiningEquity1.19%
CommunicationEquity1.12%
TextilesEquity1.10%
Consumer DiscretionaryEquity1.07%
Capital GoodsEquity1.03%
FinancialEquity1.03%
TextilesEquity0.98%
ChemicalsEquity0.98%
Metals & MiningEquity0.97%
ServicesEquity0.97%
AutomobileEquity0.97%
HealthcareEquity0.95%
ConstructionEquity0.93%
ConstructionEquity0.89%
TechnologyEquity0.87%
ServicesEquity0.80%
ConstructionEquity0.79%
Metals & MiningEquity0.75%
ConstructionEquity0.75%
Capital GoodsEquity0.72%
ConstructionEquity0.66%
DiversifiedEquity0.65%
ChemicalsEquity0.54%
EnergyEquity0.53%
ServicesEquity0.51%
Consumer StaplesEquity0.43%
ServicesRights0.03%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-4.1%21.0%25.6%19.7%
Category average-3.8%19.8%25.7%NA
Rank with in category322016NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
2.6%29.6%33,608.53
5
2.2%25.9%83,847.39
5
2.3%25.3%11,026.93
4
0.8%25.1%38,581.28
4
0.2%23.4%12,595.54

Expense ratio, exit load and tax

Expense ratio: 0.64%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty

0.005% (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%.

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Check past data

Fund management

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Mid Cap

Pros

3Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.64%

Cons

1Y annualised returns lower than category average by 0.36%

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