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Tata Mid Cap Fund Direct Growth

Growth
499.810.15% (+0.74)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Mid-size Fund

Assets Under Mgmt: ₹ 4,935 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Mid-size Fund

Assets Under Mgmt: ₹ 4,935 Cr

Very High Risk

Principle investment will be at very high risk

Tata Mid Cap Fund Performance & Key Metrics

Tata Mid Cap Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6556.82-0.17
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2961.740.12

Tata Mid Cap Fund Scheme InfoTata Mid Cap Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 12% of investments and 1% for remaining investments on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Tata Mid Cap Fund Peers

Tata Mid Cap Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Mid Cap Fund0.24%25.97%20.28%
HDFC Mid Cap Fund7.53%31.94%21.68%
Kotak Midcap Fund5.73%27.37%21.41%
Nippon India Growth Mid Cap Fund5.68%30.40%19.24%

Tata Mid Cap Fund Returns Comparison

Compare Tata Mid Cap Fund with any MF, ETF, stock or index
Compare Tata Mid Cap Fund with any MF, ETF, stock or index
Tata Mid Cap Fund
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Tata Mid Cap Fund Portfolio

Tata Mid Cap Fund Asset Allocation

Tata Mid Cap Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
Cash & EquivalentsEquity5.92%94.08%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Tata Mid Cap Fund Sector Distribution

Tata Mid Cap Fund Sector Distribution

+26 morePrivate BanksConstruction & EngineeringAuto PartsSpecialized FinancePharmaceuticals64.96 %4.71 %5.47 %6.96 %7.10 %10.80 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

Tata Mid Cap Fund Sector Weightage

Tata Mid Cap Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2510.59%11.53%13.49%13.44%12.89%10.80%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Tata Mid Cap Fund Current Holdings

Tata Mid Cap Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Tata Mid Cap Fund

AMC Profile of Tata Mid Cap Fund

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    61

  • Total AUM

    ₹ 2,02,770.73 Cr.

Tata Mid Cap Fund Manager Details

Tata Mid Cap Fund Manager Details

Tata Mid Cap Fund Manager Profile

Tata Mid Cap Fund Manager Profile

Satish Chandra Mishra

AUM:  ₹10,183.37 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Qualification

B.Tech IIT (BHU) Varanasi, PGDM (TAPMI)

Past Experience

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 (6)
1.47%
1.47%
22.83%
22.83%
2.12%
2.12%
3.09%
3.09%
24.83%
24.83%
0.53%
0.53%
-0.98%
-0.98%
24.46%
24.46%
1.85%
1.85%
0.24%
0.24%
25.97%
25.97%
0.65%
0.65%

Tata Mid Cap Fund Manager Performance (0)

Tata Mid Cap Fund Manager Performance (0)

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Tata Mid Cap Fund Tax Implications

Tata Mid Cap Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Tata Mid Cap Fund Review & Opinions

Tata Mid Cap Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Tata Mid Cap Fund?

    The current NAV of Tata Mid Cap Fund is ₹499.81, as of 16th July 2025.

  2. What are the returns of Tata Mid Cap Fund?

    The Tata Mid Cap Fund was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 0.24%
    • 3 Year Returns: 25.97%
    • 5 Year Returns: 29.17%

  3. What are the top 5 sectoral holdings of Tata Mid Cap Fund?

    The top sectors Tata Mid Cap Fund has invested in are as follows:
    • Pharmaceuticals | 10.80%
    • Specialized Finance | 7.10%
    • Auto Parts | 6.96%
    • Construction & Engineering | 5.47%
    • Private Banks | 4.71%
    This data is as on 16th July 2025.

  4. What are the top 5 holdings of Tata Mid Cap Fund?

    The top 5 holdings for Tata Mid Cap Fund are as follows:
    • Max Financial Services Ltd | 4.13%
    • A) REPO | 3.71%
    • AU Small Finance Bank Ltd | 2.79%
    • Alkem Laboratories Ltd | 2.67%
    • Jubilant Foodworks Ltd | 2.53%
    This data is as on 16th July 2025.

  5. What is the asset allocation of Tata Mid Cap Fund?

    The asset allocation for Tata Mid Cap Fund is as follows:
    • Equity | 94.08%
    • Cash & Equivalents | 5.92%
    This data is as on 16th July 2025.

  6. What is the AUM of Tata Mid Cap Fund?

    The AUM (i.e. assets under management) of Tata Mid Cap Fund is ₹4935.02 Cr as of 16th July 2025.

  7. What is the expense ratio of Tata Mid Cap Fund?

    The expense ratio of Tata Mid Cap Fund Plan is 0.65 as of 16th July 2025.

  8. What is the alpha ratio of Tata Mid Cap Fund?

    The alpha ratio for the Tata Mid Cap Fund is 4.41

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Tata Mid Cap Fund?

    The volatility or standard deviation for the Tata Mid Cap Fund is 15.96

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Tata Mid Cap Fund?

    The Sharpe ratio for the Tata Mid Cap Fund is -0.17

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Tata Mid Cap Fund?

    The Sortino Ratio for the Tata Mid Cap Fund is -0.02

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Tata Mid Cap Fund?

    The PE ratio of Tata Mid Cap Fund is 56.82, while category PE ratio is 61.74.