Tata Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 11-07-2025

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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 1.46 16.65 -1.66 24.16 26.97 12.92
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 Regular Plan- Growth Jul 01, 1994 -1.66 24.16 26.97 1.85 4,985.20
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 4.97 25.91 30.12 1.40 57,101.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 6.45 32.55 35.58 1.56 33,053.13
SBI Midcap Fund - REGULAR PLAN - GROWTH Mar 29, 2005 2.05 21.22 28.67 1.66 23,269
UTI Mid Cap Fund-Growth Option Jul 30, 2005 Unrated 0.37 20.96 26.10 1.75 12,224.27
Edelweiss Mid Cap Fund - Regular Plan - Growth Option Dec 26, 2007 7.85 29.38 32.50 1.69 10,988.16

Fund Holdings as on 30-June-2025

  • MAX FINANCIAL SERVICES LTD.

  • A) REPO

  • AU SMALL FINANCE BANK LTD.

  • ALKEM LABORATORIES LTD.

  • JUBILANT FOODWORKS LTD.

  • CUMMINS INDIA LTD.

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD.

  • LUPIN LTD.

  • AUROBINDO PHARMA LTD.

  • BHARTI HEXACOM LTD

  • UNO MINDA LTD.

  • CASH / NET CURRENT ASSET

  • J K CEMENT LTD.

  • MAX HEALTHCARE INSTITUTE LTD.

  • PI INDUSTRIES LTD.

  • MPHASIS LTD.

  • UPL LTD.

  • FEDERAL BANK LTD.

  • OBEROI REALTY LTD.

  • INDIAN BANK

  • JSW INFRASTRUCTURE LTD

  • L&T FINANCE LTD.

  • KAJARIA CERAMICS LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • INDRAPRASTHA GAS LTD.

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD.

  • THE RAMCO CEMENTS LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • PERSISTENT SYSTEMS LTD.

  • APOLLO HOSPITALS ENTERPRISE LTD.

  • BHARAT FORGE LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • BHARAT ELECTRONICS LTD.

  • PATANJALI FOODS LTD.

  • MUTHOOT FINANCE LTD.

  • THERMAX LTD.

  • INDUS TOWERS LTD.

  • AIA ENGINEERING LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • TATA CHEMICALS LTD.

  • BIOCON LTD.

  • K.P.R. MILL LTD.

  • POWER FINANCE CORPORATION LTD.

  • TEAMLEASE SERVICES LTD.

  • ASTRAL LTD. (ERSTWHILE ASTRAL POLY TECHNIK LTD.)

  • SKF INDIA LTD.

  • ASHOK LEYLAND LTD.

  • G R INFRAPROJECTS LTD.

  • GRANULES INDIA LTD.

  • PAGE INDUSTRIES LTD.

  • BOSCH LTD.

  • JINDAL STEEL & POWER LTD.

  • THE PHOENIX MILLS LTD.

  • VOLTAS LTD.

  • SONATA SOFTWARE LTD.

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • ACC LTD.

  • CARBORUNDUM UNIVERSAL LTD.

  • BRIGADE ENTERPRISES LTD.

  • SOBHA LTD.

  • TORRENT POWER LTD.

  • 3M INDIA LTD.

  • LINDE INDIA LTD.

  • MAHINDRA LOGISTICS LTD.

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Auto Ancillary

  • Bank - Private

  • Cement & Construction Materials

  • IT - Software

  • Construction - Real Estate

  • Finance - Others

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Port

  • Finance - NBFC

  • Consumer Food

  • Diesel Engines

  • Insurance

  • Chemicals

  • Engineering - Industrial Equipments

  • Textile

  • Bank - Public

  • Ceramics/Marble/Granite/Sanitaryware

  • Refineries

  • Gas Transmission/Marketing

  • Forgings

  • Defence

  • Edible Oil

  • Castings/Forgings

  • Tyres & Allied

  • Professional Services

  • Finance Term Lending

  • Plastic Products

  • Engineering - Construction

  • Bearings

  • Automobiles-Trucks/Lcv

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Travel Services

  • Abrasives

  • Power Generation/Distribution

  • Diversified

  • Industrial Gases & Fuels

  • Logistics

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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 ₹4,985.20 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 ₹-0.94(-0.22%)yesterday to ₹433.9867.

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