Tata Mid Cap Fund - Growth - Direct Plan

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  • (-0.2%)Nav, as on 13-01-2026

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  • Net Change on 13-01-2026

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  • 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 -0.27 3.06 9.59 23.31 20.69 19.60
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 9.59 23.31 20.69 0.61 5,497.27
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 4.75 22.09 22.15 1.38 60,636.84
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 8.40 25.69 23.83 0.74 42,124.50
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -6.39 25.92 27.65 0.74 36,880.18
Mirae Asset Midcap Fund- Direct Growth Option Jul 29, 2019 Unrated 12.62 21.15 21.42 0.57 18,409.26
Edelweiss Mid Cap Fund - Direct Plan - Growth Option Jan 01, 2013 7.77 27.02 24.56 0.40 13,650.47

Fund Holdings as on 31-December-2025

  • A) REPO

  • UPL LTD.

  • FEDERAL BANK LTD.

  • INDIAN BANK

  • ALKEM LABORATORIES LTD.

  • AU SMALL FINANCE BANK LTD.

  • UNO MINDA LTD.

  • L&T FINANCE LTD.

  • MAX FINANCIAL SERVICES LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • AUROBINDO PHARMA LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • BHARTI HEXACOM LTD

  • MARICO LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • MANKIND PHARMA LTD

  • MPHASIS LTD.

  • SHRIRAM FINANCE LTD.^

  • PATANJALI FOODS LTD.

  • JUBILANT FOODWORKS LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • J K CEMENT LTD.

  • HEXAWARE TECHNOLOGIES LTD.

  • LUPIN LTD.

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD.

  • INDUS TOWERS LTD.

  • OBEROI REALTY LTD.

  • VOLTAS LTD.

  • PI INDUSTRIES LTD.

  • BHARAT FORGE LTD.

  • CUMMINS INDIA LTD.

  • JSW INFRASTRUCTURE LTD

  • HDB FINANCIAL SERVICES LTD

  • MAX HEALTHCARE INSTITUTE LTD.

  • PERSISTENT SYSTEMS LTD.

  • THE RAMCO CEMENTS LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • ASHOK LEYLAND LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • INDRAPRASTHA GAS LTD.

  • MUTHOOT FINANCE LTD.

  • BHARAT ELECTRONICS LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • IDFC FIRST BANK LTD.

  • GRANULES INDIA LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • KAJARIA CERAMICS LTD.

  • THERMAX LTD.

  • THE PHOENIX MILLS LTD.

  • BOSCH LTD.

  • JINDAL STEEL LTD.

  • METRO BRANDS LTD.

  • TATA CHEMICALS LTD.

  • K.P.R. MILL LTD.

  • TEAMLEASE SERVICES LTD.

  • SONATA SOFTWARE LTD.

  • SWIGGY LTD.

  • G R INFRAPROJECTS LTD.

  • 3M INDIA LTD.

  • PAGE INDUSTRIES LTD.

  • LINDE INDIA LTD.

  • CARBORUNDUM UNIVERSAL LTD.

  • MAHINDRA LOGISTICS LTD.

  • SKF INDIA (INDUSTRIAL) LTD.

  • TORRENT POWER LTD.

  • MEESHO LTD.

  • BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)

  • CASH / NET CURRENT ASSET

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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 ₹5,497.27 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 ₹-0.99(-0.2%)yesterday to ₹507.4674.

Among its top 3 holdings the fund has exposure to A) 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