Tata Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.06 %Nav, as on 02-07-2025

  • Previous Nav

  • Net Change on 02-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Regular Plan- Growth 5.27 12.91 -0.51 25.99 27.53 12.94
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 -0.51 25.99 27.53 1.85 4,701.47
HDFC Mid Cap Fund - Growth Plan Jun 25, 2007 8.24 32.75 32.75 1.40 79,717.67
Kotak Midcap Fund - Growth Mar 30, 2007 6.41 27.47 30.86 1.42 53,463.94
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 7.69 31.39 33.40 1.56 36,836.07
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 4.82 24.15 25.04 1.57 30,501.51
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 8.90 35.37 36.86 1.58 30,401.09

Fund Holdings as on 31-May-2025

  • A) REPO

  • MAX FINANCIAL SERVICES LTD

  • ALKEM LABORATORIES LTD

  • CUMMINS INDIA LTD

  • JUBILANT FOODWORKS LTD

  • AU SMALL FINANCE BANK LTD

  • LUPIN LTD

  • AUROBINDO PHARMA LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • BHARTI HEXACOM LTD

  • CASH / NET CURRENT ASSET

  • UNO MINDA LTD

  • J K CEMENT LTD

  • PI INDUSTRIES LTD

  • UPL LTD

  • INDRAPRASTHA GAS LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • FEDERAL BANK LTD

  • MPHASIS LTD

  • OBEROI REALTY LTD

  • JSW INFRASTRUCTURE LTD

  • KAJARIA CERAMICS LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • LIC HOUSING FINANCE LTD

  • APOLLO HOSPITALS ENTERPRISE LTD

  • L&T FINANCE LTD

  • GLENMARK PHARMACEUTICALS LTD

  • THE RAMCO CEMENTS LTD

  • INDIAN BANK

  • PERSISTENT SYSTEMS LTD

  • PATANJALI FOODS LTD

  • AIA ENGINEERING LTD

  • THERMAX LTD

  • BALKRISHNA INDUSTRIES LTD

  • BHARAT ELECTRONICS LTD

  • INDUS TOWERS LTD

  • NAVIN FLUORINE INTERNATIONAL LTD

  • MUTHOOT FINANCE LTD

  • K.P.R. MILL LTD

  • GRANULES INDIA LTD

  • BIOCON LTD

  • TEAMLEASE SERVICES LTD

  • POWER FINANCE CORPORATION LTD

  • SKF INDIA LTD

  • G R INFRAPROJECTS LTD

  • JINDAL STEEL & POWER LTD

  • ASHOK LEYLAND LTD

  • BOSCH LTD

  • PAGE INDUSTRIES LTD

  • THE PHOENIX MILLS LTD

  • SONATA SOFTWARE LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • VOLTAS LTD

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD

  • ACC LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BRIGADE ENTERPRISES LTD

  • SOBHA LTD

  • LINDE INDIA LTD

  • CARBORUNDUM UNIVERSAL LTD

  • 3M INDIA LTD

  • TORRENT POWER LTD

  • MAHINDRA LOGISTICS LTD

View More

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Auto Ancillary

  • Bank - Private

  • Construction - Real Estate

  • Cement & Construction Materials

  • IT - Software

  • Finance - Others

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Port

  • Finance - NBFC

  • Diesel Engines

  • Consumer Food

  • Insurance

  • Engineering - Industrial Equipments

  • Textile

  • Gas Transmission/Marketing

  • Ceramics/Marble/Granite/Sanitaryware

  • Refineries

  • Finance - Housing

  • Bank - Public

  • Edible Oil

  • Castings/Forgings

  • Tyres & Allied

  • Defence

  • Chemicals

  • Professional Services

  • Finance Term Lending

  • Bearings

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Automobiles-Trucks/Lcv

  • Plastic Products

  • Air Conditioners

  • Travel Services

  • Industrial Gases & Fuels

  • Abrasives

  • Diversified

  • Power Generation/Distribution

  • Logistics

View More

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

View More

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 ₹4,701.47 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 ₹0.27(0.06%)yesterday to ₹436.1882.

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