EQUITY•MID CAP FUND
TATA Mid Cap Fund
3 Year return
17.67%
NAV on August 14, 2026
541.9333
1D Returns
+1.42%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
32.56%₹1,172
Total Value ₹4,772
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹6,056.43 Cr.
Expense Ratio
0.84% (inclusive of GST)
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Ratings
1
Ratings by other agencies
Value Research
3
Crisil
2
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Tata Mutual Fund Manager
SC
Satish Chandra Mishra
Fund Manager since Mar 2021
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Midcap Fund | 21.48% | 4.5 |
| Invesco India Midcap Fund | 25.9115% | 2 |
| HDFC Mid Cap Fund | 20.3527% | 4 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.3536%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.3536%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.2593%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.2593%
TATA Mid Cap Growth Fund Direct Plan-Growth is an open-ended equity mutual fund made available by the TATA Mutual Fund. The fund is included in the category of mid-cap funds as it mainly invests in mid-cap company equities. These may be medium-sized businesses that could possibly show growth in the future. The fund also invests in a smaller percentage of large-cap and small-cap stocks. Being an open-ended fund, the investor can buy or sell fund units at any time.
Investment Objective of the Scheme
The investment objective of the TATA Mid Cap Growth Fund Direct Plan-Growth is to reach long-term capital appreciation by equity investment in stocks of mid-cap companies with a strong prospect for growth. The aim of the fund is to select stocks of mid-cap companies that are relevant enough and may perform better than some large-cap companies.
Key Features of The Fund
5-year return
16.6118%
Expense Ratio
0.84%
Fund Manager
Satish Chandra Mishra
Fund Size
₹6056.43 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you are an investor searching for a fair amount of exposure to mid-sized companies with strong growth prospects, you may want to consider the TATA Mid Cap Growth Fund Direct Plan-Growth fund. If you are an investor with a substantial tolerance for risk and willing to bet on mid-cap stocks that may surpass certain established large-caps in the future, this may be a good fund to think about. However, before deciding, ensure that your investments align with your financial requirements and related goals.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest Regularly, Achieve Your Goals with SIPs
Regular investing is a cornerstone of building wealth for the future. SIPs (Systematic Investment Plans) make investing consistent and hassle-free. By setting up a fixed amount to be invested periodically, you can benefit from rupee-cost averaging and potentially reduce the impact of market volatility. Angel One's SIP calculator helps you plan your investment strategy and estimate potential returns.
FAQs
What is today's NAV of TATA Mid Cap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Mid Cap Fund on August 14, 2026, is ₹541.9333
What is the AUM of TATA Mid Cap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Mid Cap Fund, is ₹6056.43 crore.
What is the expense ratio of TATA Mid Cap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Mid Cap Fund is 0.84%
What are the returns of TATA Mid Cap Fund since inception?
The TATA Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Mid Cap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Mid Cap Fund is ₹100.
How do I invest in TATA Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,772 in 3Y at 17.6652% returns
SIP Date1st of every month
Your next SIP Payment will be on 14 September 2026
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