Tata Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 11-09-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Mid Cap Fund Regular Plan- Growth 3.10 1.14 -3.55 19.66 24.87 12.83
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Mid Cap Fund Regular Plan- Growth Jul 01, 1994 -3.55 19.66 24.87 1.85 4,945.93
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 2.85 20.37 28.01 1.40 56,988.32
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 1.21 23.56 29.41 1.55 38,385.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 0.48 26.64 33.95 1.55 34,779.74
Mirae Asset Midcap Fund - Regular Plan-Growth Jul 29, 2019 Unrated -0.16 18.60 26.85 1.66 16,807.42
Sundaram Mid Cap Fund Regular Plan - Growth Jul 19, 2002 0.47 21.74 26.62 1.75 12,501.03

Fund Holdings as on 31-August-2025

  • MAX FINANCIAL SERVICES LTD

  • A) REPO

  • ALKEM LABORATORIES LTD

  • CUMMINS INDIA LTD

  • UNO MINDA LTD

  • AU SMALL FINANCE BANK LTD

  • UPL LTD

  • INDIAN BANK

  • CASH / NET CURRENT ASSET

  • LUPIN LTD

  • JUBILANT FOODWORKS LTD

  • PATANJALI FOODS LTD

  • BHARTI HEXACOM LTD

  • J K CEMENT LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • AUROBINDO PHARMA LTD

  • MPHASIS LTD

  • PI INDUSTRIES LTD

  • L&T FINANCE LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • FEDERAL BANK LTD

  • JSW INFRASTRUCTURE LTD

  • OBEROI REALTY LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • GLENMARK PHARMACEUTICALS LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • INDRAPRASTHA GAS LTD

  • THE RAMCO CEMENTS LTD

  • KAJARIA CERAMICS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • MUTHOOT FINANCE LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • PERSISTENT SYSTEMS LTD

  • THERMAX LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • BHARAT FORGE LTD

  • BHARAT ELECTRONICS LTD

  • BOSCH LTD

  • AIA ENGINEERING LTD

  • BALKRISHNA INDUSTRIES LTD

  • TATA CHEMICALS LTD

  • VOLTAS LTD

  • BIOCON LTD

  • HEXAWARE TECHNOLOGIES LTD

  • INDUS TOWERS LTD

  • ASHOK LEYLAND LTD

  • GRANULES INDIA LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • G R INFRAPROJECTS LTD

  • POWER FINANCE CORPORATION LTD

  • JINDAL STEEL LTD

  • K.P.R. MILL LTD

  • TEAMLEASE SERVICES LTD

  • SKF INDIA LTD

  • METRO BRANDS LTD

  • THE PHOENIX MILLS LTD

  • PAGE INDUSTRIES LTD

  • SONATA SOFTWARE LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ACC LTD

  • CARBORUNDUM UNIVERSAL LTD

  • SOBHA LTD

  • MAHINDRA LOGISTICS LTD

  • 3M INDIA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BRIGADE ENTERPRISES LTD

  • LINDE INDIA LTD

  • TORRENT POWER LTD

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  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Miscellaneous

  • IT - Software

  • Cement & Construction Materials

  • Pesticides & Agrochemicals

  • Bank - Private

  • Construction - Real Estate

  • Finance - Others

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Port

  • Diesel Engines

  • Bank - Public

  • Chemicals

  • Consumer Food

  • Edible Oil

  • Insurance

  • Engineering - Industrial Equipments

  • Textile

  • Gas Transmission/Marketing

  • Ceramics/Marble/Granite/Sanitaryware

  • Refineries

  • Forgings

  • Defence

  • Castings/Forgings

  • Tyres & Allied

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Finance Term Lending

  • Plastic Products

  • Steel/Sponge Iron/Pig Iron

  • Professional Services

  • Retailing

  • Bearings

  • Travel Services

  • Abrasives

  • Logistics

  • Diversified

  • Industrial Gases & Fuels

  • Power Generation/Distribution

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Fund Manager

  • Education:B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)
  • Experience:12 Years
  • Basic Details:Since July 2017 with Tata Asset Management Ltd. Reporting to Chief Investment Officer Equities.Responsibilities held: Assistant Fund Manager & Research Analyst.From May 2012 to July 2017 with HDFC Securities Ltd as AVP, tracking Oil & Gas and Chemicals.Reporting to Head of Research.From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors.Reporting to Head of Research.He has also worked as an Assistant Engineer at Indian Farmers Fertilizer Cooperative Ltd. (IFFCO) for more than 2 years.
  • Funds Managed:
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund
  • Tata Aggressive Hybrid Fund
  • Tata Aggressive Hybrid Fund
  • Tata Mid Cap Fund
  • Tata Mid Cap Fund
  • Tata Resources & Energy Fund
  • Cash

  • Equity

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About Tata Mid Cap Fund

Scheme Analysis

Tata Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Tata Mutual Fund. It was launched on 01-Jul-1994 and currently has an AUM of ₹4,945.93 crore. Tata Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Tata Mid Cap Fund ended up ₹1.01(0.23%)yesterday to ₹433.4454.

Among its top 3 holdings the fund has exposure to MAX FINANCIAL SERVICES LTD, and

The Tata Mid Cap Fund is managed by Satish Chandra Mishra .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782