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EQUITY•MID CAP FUND

TATA Mid Cap Fund

3 Year return

22.62%
NAV on December 19, 2025
507.9113
1D Returns
+0.73%
Launched on January 2013(12 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
43.94%₹1,582
Total Value ₹5,182

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,420.03 Cr.
Expense Ratio
0.61% (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

ARQ Rating
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 Nov 2019

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund25.3298%
4.5
Edelweiss Mid Cap Fund26.1897%
3
HDFC Mid Cap Fund25.503%
4

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Mid Cap Growth Fund Direct Plan-Growth

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
22.0995%
Expense Ratio
0.61%
Fund Manager
Satish Chandra Mishra
Fund Size
₹5420.03 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

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://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

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 December 19, 2025, is ₹507.9113
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 ₹5420.03 crore.
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 0.61%
The TATA Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,182 in 3Y at 22.624% returns
SIP Date1st of every month

Your next SIP Payment will be on 20 January 2026

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