Tata Mid Cap Fund - Growth - Direct Plan

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  • 1.31 %Nav, as on 09-02-2026

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  • Net Change on 09-02-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 0.57 1.54 12.92 23.57 20.25 19.55
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 12.92 23.57 20.25 0.65 5,497.27
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 12.94 23.25 21.62 0.38 60,636.84
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -1.04 24.93 26.08 0.77 36,880.18
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 Unrated 8.72 18.40 17.34 0.92 11,956.07
Quant Mid Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -3.55 16.45 21.89 0.83 8,057.36
ICICI Prudential MidCap Fund - Direct Plan - Growth Jan 01, 2013 22.08 26.17 22.34 1.04 7,132.04

Fund Holdings as on 31-January-2026

  • B) REPO

  • ICICI BANK LTD.^

  • FEDERAL BANK LTD.

  • INDIAN BANK

  • UPL LTD.

  • AU SMALL FINANCE BANK LTD.

  • MAX FINANCIAL SERVICES LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • UNO MINDA LTD.

  • L&T FINANCE LTD.

  • MANKIND PHARMA LTD

  • MARICO LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • MPHASIS LTD.

  • ALKEM LABORATORIES LTD.

  • BHARTI HEXACOM LTD

  • ONE 97 COMMUNICATIONS LTD.

  • PATANJALI FOODS LTD.

  • JUBILANT FOODWORKS LTD.

  • INDUS TOWERS LTD.

  • J K CEMENT LTD.

  • LUPIN LTD.

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD.

  • AUROBINDO PHARMA LTD.

  • PI INDUSTRIES LTD.

  • VOLTAS LTD.

  • BHARAT FORGE LTD.

  • HEXAWARE TECHNOLOGIES LTD.

  • ASHOK LEYLAND LTD.

  • THE RAMCO CEMENTS LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • OBEROI REALTY LTD.

  • CUMMINS INDIA LTD.

  • HDB FINANCIAL SERVICES LTD

  • PERSISTENT SYSTEMS LTD.

  • JSW INFRASTRUCTURE LTD

  • BHARAT ELECTRONICS LTD.

  • MAX HEALTHCARE INSTITUTE LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • MUTHOOT FINANCE LTD.

  • INDRAPRASTHA GAS LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • IDFC FIRST BANK LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • GRANULES INDIA LTD.

  • JINDAL STEEL LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • THERMAX LTD.

  • KAJARIA CERAMICS LTD.

  • BOSCH LTD.

  • INDUSIND BANK LTD.

  • THE PHOENIX MILLS LTD.

  • TATA CHEMICALS LTD.

  • METRO BRANDS LTD.

  • K.P.R. MILL LTD.

  • MAHINDRA LOGISTICS LTD.

  • G R INFRAPROJECTS LTD.

  • TEAMLEASE SERVICES LTD.

  • 3M INDIA LTD.

  • LINDE INDIA LTD.

  • PAGE INDUSTRIES LTD.

  • CARBORUNDUM UNIVERSAL LTD.

  • SWIGGY LTD.

  • (A) TREPS

  • SKF INDIA (INDUSTRIAL) LTD.

  • TORRENT POWER LTD.

  • BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)

  • MEESHO LTD.

  • NET CURRENT LIABILITIES

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Edible Oil

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Bank - Public

  • Port

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Fintech

  • Finance - Others

  • Engineering - Industrial Equipments

  • Insurance

  • Chemicals

  • Consumer Food

  • Refineries

  • Air Conditioners

  • Textile

  • Forgings

  • Diesel Engines

  • Automobiles-Trucks/Lcv

  • Gas Transmission/Marketing

  • Defence

  • e-Commerce

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Retailing

  • Professional Services

  • Engineering - Construction

  • Diversified

  • Industrial Gases & Fuels

  • Abrasives

  • Logistics

  • Bearings

  • 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

  • Derivatives

  • 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 ₹5,356.22 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 ₹6.66(1.31%)yesterday to ₹513.0027.

Among its top 3 holdings the fund has exposure to B) REPO, 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