Tata Mid Cap Fund Regular Plan- Growth Option

Equity: Mid Cap Open Ended Scheme
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NAV
₹ 404.5852 ₹ 7.72 (1.91 %)
as on 01-04-2026
Asset Size (AUM)
5,505.5 Cr
Launch Date
Jul 01, 1994
Invest in this scheme
Investment Objective
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jul 01, 1994
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13.93

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.13 %
Expense Ratio
1.83%
Volatility
13.05 %
Fund House
Tata Mutual Fund
Fund Manager
Satish Chandra Mishra
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
1) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL.2) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% 13) Redemption after expiry of 365 days from the date of allotment: NIL.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Tata Mid Cap Fund Regular Plan- Growth Option
ICICI Prudential MidCap Fund - Growth
HSBC Midcap Fund - Regular Growth
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Helios Mid Cap Fund - Regular Plan - Growth Plan
Mirae Asset Midcap Fund - Regular Plan-Growth Option
HDFC Mid Cap Fund - Growth Plan
Kotak Midcap Fund - Regular Plan - Growth
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Performance

Scheme Performance (%)

Data as on - 01-04-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 4.79 4.25 18.89 15.38 15.62
ICICI Prudential MidCap Fund - Growth 10-10-2004 15.11 9.65 23.02 18.0 16.21
HSBC Midcap Fund - Regular Growth 09-08-2004 11.62 8.17 22.5 16.12 16.14
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 8.88 9.71 23.51 0.0 0.0
Helios Mid Cap Fund - Regular Plan - Growth Plan 13-03-2025 8.4 0.0 0.0 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 8.17 4.75 18.05 15.52 0.0
HDFC Mid Cap Fund - Growth Plan 25-06-2007 7.0 7.36 22.44 19.76 17.54
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 6.83 9.3 18.72 16.52 17.31
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option 02-05-2006 6.72 6.28 18.86 15.54 15.22
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 6.25 5.89 17.32 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings