Tata Mid Cap Fund Regular-Growth
Equity, Mid Cap, Principal at very high risk
1 Year Return -2.86% at 30 Oct 2026 02:03 PM
Tata Mid Cap Fund Regular-Growth: Mutual Fund Overview
Tata Mid Cap Fund Regular-Growth is an Mid Cap mutual fund with over 32.33 years of performance history. The scheme manages an AUM of ₹5859.96 Cr and has a NAV of ₹430.8493. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.86%.
Fund Details
NAV 430.8493
Sub-Type Mid Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 32.33
Fund Size(in Crores) 5859.96
Fund Performance
1 Month -2.0%
3 Month -6.89%
6 Month -2.72%
1 Year -2.86%
3 Year 12.45%
5 Year 12.02%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.39%) Market Cap Large Cap 15.24 Mid Cap 74.21 Small Cap 7.94 Top Sectors Financial 20.36 Services 13.09 Healthcare 12.61 Automobile 10.78 Capital Goods 7.51 Chemicals 7.43 Communication 4.9 Technology 4.59 Construction 3.69 Energy 3.67 Consumer Staples 3.13 Materials 2.04 Textiles 1.52 Consumer Discretionary 1.1 Metals & Mining 0.97 Top Holding Premier Energies 1.32 Dr. Reddy's Laboratories 1.74 Max Healthcare Institute 2.75 Marico 2.55 L&T Fin 2.94 AU Small Finance Bank 2.93 Muthoot Finance 0.93 Indusind Bank 2.92 Bharat Heavy Electricals 3.2 Bharat Electronics 1.06 Dixon Technologies (India) 1.35 GR Infraprojects 0.86 ZF Commercial 1.36 IDFC First Bank 1.04 Navin Fluorine International 0.98 BSE 1.58 Sona BLW Precision Forgings 2.03 Billionbrains Garage Ventures 1.41 Adani Energy Solutions 1.27 Gujarat Fluorochemicals 1.88 Hero Motocorp 1.34 Mphasis 1.84 Oberoi Realty 1.51 Abbott India 2.31 UPL 1.38 Hindustan Petroleum Corporation 1.08 JSW Infrastructure 1.7 The Federal Bank 2.71 Persistent Systems 1.8 Jubilant FoodWorks 1.4 PB Fintech 1.27 JK Cement 2.04 Voltas 1.1 Linde India 1.22 HDB Financial Services 1.09 K.P.R. Mill 0.9 Jindal Steel 0.97 MCX 2.96 Page Industries 0.62 Bharat Forge 1.81 Ashok Leyland 1.05 Indian Bank 1.58 UNO Minda 2 PI Industries 0.79 The Phoenix Mills 1.32 Mankind Pharma 3.42 GE Vernova T&D 1.08 Glenmark Pharmaceuticals 2.39 Max Financial Services 2.81 Hexaware Technologies 0.95 Adani Enterprises 1.03 Bharti Hexacom 2.67 Solar Industries India 1.18 One 97 Comm 3.15 Bosch 1.19 Thermax 0.82 Indus Towers 2.23 3M India 0.58
Debt & Others (2.61%) Sector Allocation Repo 0.56 Cash/Net Current Assets 2.05 Debt Credit Ratings Debt Category Others 2.61
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.02%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Satish Chandra Mishra
Education Mr. Mishra has done B.tech & PGDM
Experience Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 44
Date of Incorporation 1994-07-01
Total AUM 224588.36
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Mid Cap Fund Regular-Growth FAQs
How to invest in Tata Mid Cap Fund Regular-Growth?
Investing in Tata Mid Cap Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Mid Cap Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Mid Cap Fund Regular-Growth?
The term expense ratio for Tata Mid Cap Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Mid Cap Fund Regular-Growth is 2.02% as of 30 Oct 2026.
What is the NAV of Tata Mid Cap Fund Regular-Growth?
The NAV of Tata Mid Cap Fund Regular-Growth is ₹430.8493 as of 30 Oct 2026.
What is the AUM of Tata Mid Cap Fund Regular-Growth?
The AUM (Assets Under Management) of Tata Mid Cap Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Mid Cap Fund Regular-Growth is ₹5859.96 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Mid Cap Fund Regular-Growth?
The PE ratio of Tata Mid Cap Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Mid Cap Fund Regular-Growth?
Yes, you can invest in Tata Mid Cap Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Mid Cap Fund Regular-Growth in the last 5 years?
The return of Tata Mid Cap Fund Regular-Growth in the last 5 years is 12.02%.
What is the minimum SIP investment required in Tata Mid Cap Fund Regular-Growth?
The minimum SIP investment in Tata Mid Cap Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Mid Cap Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Mid Cap Fund Regular-Growth?
The NAV of Tata Mid Cap Fund Regular-Growth, as of 30 Oct 2026, is ₹430.8493.
Who manages the Tata Mid Cap Fund Regular-Growth?
The fund managers responsible for Tata Mid Cap Fund Regular-Growth are:
- Satish Chandra Mishra