Tata Mid Cap Fund Regular Plan Growth
Tata Mutual Fund
₹431.34 (+1.00%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-0.24% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.85%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,014
Invested ₹1,000
▲+1.43%1 year
₹998
Invested ₹1,000
▼-0.24%3 years
₹1,120
Invested ₹1,000
▲+12.00%5 years
₹1,117
Invested ₹1,000
▲+11.71%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Midcap 150 TR INR |
|---|---|
| Secondary Index Name | BSE Midcap TR INR |
| Index Name | Nifty Midcap 150 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -0.24% | +12.00% | +11.71% | — |
| Cumulative returns (%) | -0.24% | +40.48% | +73.96% | +279.13% |
Fund Manager
| Manager | Satish Mishra |
|---|---|
| Role | Manager |
| Manager Tenure | 5.57 yrs |
About Fund
| Date of Incorporation | 1 Jul 1994 |
|---|---|
| Fund House | Tata Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Tata Asset Management Pvt Ltd |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Mankind Pharma Ltd | 3.42% |
| Bharat Heavy Electricals Ltd | 3.20% |
| One97 Communications Ltd | 3.15% |
| Multi Commodity Exchange of India Ltd | 2.96% |
| L&T Finance Ltd | 2.94% |
| AU Small Finance Bank Ltd | 2.93% |
| IndusInd Bank Ltd | 2.92% |
| Max Financial Services Ltd | 2.81% |
| Alkem Laboratories Ltd | 2.79% |
| Max Healthcare Institute Ltd Ordinary Shares | 2.75% |
| Cummins India Ltd | 2.73% |
| Marico Ltd | 2.73% |
| The Federal Bank Ltd | 2.71% |
| UPL Ltd | 2.63% |
| Glenmark Pharmaceuticals Ltd | 2.58% |
| Indian Bank | 2.55% |
| Bharti Hexacom Ltd | 2.53% |
| BSE Ltd | 2.36% |
| Indus Towers Ltd Ordinary Shares | 2.34% |
| Jubilant Foodworks Ltd | 2.28% |
| Patanjali Foods Ltd | 2.28% |
| ICICI Lombard General Insurance Co Ltd | 2.26% |
| Lupin Ltd | 2.23% |
| UNO Minda Ltd | 2.16% |
| Aurobindo Pharma Ltd | 2.15% |
Investment Strategy
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.