Tata Mid Cap Fund - Growth - Direct Plan

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  • (-0.03%)Nav, as on 13-11-2025

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  • Net Change on 13-11-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Direct Plan Growth 3.63 6.04 8.68 22.83 24.82 19.92
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 - Direct Plan Growth Jan 01, 2013 8.68 22.83 24.82 0.62 5,282.94
HDFC Mid Cap Fund -Direct Plan - Growth Option Jan 01, 2013 13.28 26.87 29.21 0.71 89,383.23
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 9.11 22.73 27.22 0.37 60,385.03
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 10.27 26.31 28.96 0.74 41,267.69
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 2.63 27.43 32.81 0.69 37,500.86
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 9.31 20.14 21.92 0.55 32,069.13

Fund Holdings as on 31-October-2025

  • CUMMINS INDIA LTD

  • INDIAN BANK

  • ALKEM LABORATORIES LTD

  • AU SMALL FINANCE BANK LTD

  • A) REPO

  • FEDERAL BANK LTD

  • UNO MINDA LTD

  • UPL LTD

  • L&T FINANCE LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • LUPIN LTD

  • BHARTI HEXACOM LTD

  • MAX FINANCIAL SERVICES LTD

  • PATANJALI FOODS LTD

  • AUROBINDO PHARMA LTD

  • GLENMARK PHARMACEUTICALS LTD

  • CASH / NET CURRENT ASSET

  • JUBILANT FOODWORKS LTD

  • J K CEMENT LTD

  • MPHASIS LTD

  • PI INDUSTRIES LTD

  • OBEROI REALTY LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • JSW INFRASTRUCTURE LTD

  • MUTHOOT FINANCE LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • INDRAPRASTHA GAS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • THE RAMCO CEMENTS LTD

  • BHARAT FORGE LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • KAJARIA CERAMICS LTD

  • PERSISTENT SYSTEMS LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • BHARAT ELECTRONICS LTD

  • AIA ENGINEERING LTD

  • THERMAX LTD

  • BIOCON LTD

  • BALKRISHNA INDUSTRIES LTD

  • ASHOK LEYLAND LTD

  • GRANULES INDIA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • INDUS TOWERS LTD

  • VOLTAS LTD

  • BOSCH LTD

  • TATA CHEMICALS LTD

  • JINDAL STEEL LTD

  • MARICO LTD

  • K.P.R. MILL LTD

  • HDB FINANCIAL SERVICES LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • THE PHOENIX MILLS LTD

  • POWER FINANCE CORPORATION LTD

  • HEXAWARE TECHNOLOGIES LTD

  • METRO BRANDS LTD

  • G R INFRAPROJECTS LTD

  • TEAMLEASE SERVICES LTD

  • PAGE INDUSTRIES LTD

  • SONATA SOFTWARE LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ACC LTD

  • MAHINDRA LOGISTICS LTD

  • CARBORUNDUM UNIVERSAL LTD

  • BRIGADE ENTERPRISES LTD

  • 3M INDIA LTD

  • SKF INDIA (INDUSTRIAL) LTD

  • TORRENT POWER LTD

  • LINDE INDIA LTD

  • SKF INDIA LTD

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Auto Ancillary

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Edible Oil

  • Hospital & Healthcare Services

  • Diesel Engines

  • Bank - Public

  • Port

  • Chemicals

  • Insurance

  • Engineering - Industrial Equipments

  • Finance - Others

  • Consumer Food

  • Textile

  • Refineries

  • Gas Transmission/Marketing

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Defence

  • Castings/Forgings

  • Tyres & Allied

  • Automobiles-Trucks/Lcv

  • Air Conditioners

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Finance Term Lending

  • Retailing

  • Engineering - Construction

  • Professional Services

  • Travel Services

  • Logistics

  • Abrasives

  • Diversified

  • Unspecified

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Bearings

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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-Jan-2013 and currently has an AUM of ₹5,282.94 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 down ₹-0.17(-0.03%)yesterday to ₹511.0026.

Among its top 3 holdings the fund has exposure to CUMMINS INDIA 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