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Tata Mid Cap Fund Regular-Growth
Equity, Mid Cap, Principal at very high risk
1 Year Return 21.18%
Fund Details
NAV 450.9648
Sub-Type Mid Cap
Rating 3
Min. SIP Amount 100.0
Fund Age(Year) 31.64
Fund Size 5356.21
Fund Performance
1 Month 1.24%
3 Month 0.59%
6 Month 5.38%
1 Year 21.18%
3 Year 22.56%
5 Year 18.38%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.81% Ret 1Y 18.79% Ret 3Y 20.9% Ret 5Y 18.05%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.81% Ret 1Y 18.79% Ret 3Y 20.9% Ret 5Y 18.05%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.81% Ret 1Y 18.79% Ret 3Y 20.9% Ret 5Y 18.05%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.91% Ret 1Y 20.1% Ret 3Y 23.69% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.91% Ret 1Y 20.1% Ret 3Y 23.69% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.91% Ret 1Y 20.1% Ret 3Y 23.69% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 3.04% Ret 1Y 17.78% Ret 3Y 19.69% Ret 5Y 16.09%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 3.04% Ret 1Y 17.78% Ret 3Y 19.69% Ret 5Y 16.09%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 3.04% Ret 1Y 17.78% Ret 3Y 19.69% Ret 5Y 16.09%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.07% Ret 1Y 21.79% Ret 3Y 24.64% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.07% Ret 1Y 21.79% Ret 3Y 24.64% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.82%
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) 21
Date of Incorporation 1994-07-01
Total AUM 2026-01-31
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.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.27%) Market Cap Large Cap 13.87 Mid Cap 61.63 Small Cap 19.77 Top Sectors Financial 22.09 Healthcare 13.14 Automobile 8.83 Services 8.26 Chemicals 7.18 Capital Goods 5.32 Technology 4.83 Consumer Staples 4.5 Materials 4.13 Communication 3.47 Energy 3.14 Construction 3.01 Consumer Discretionary 2.29 Insurance 2.03 Metals & Mining 1.65 Textiles 1.4 Top Holding Apollo Hospitals Enterprise 1.29 Max Healthcare Institute 1.34 Marico 2.04 L&T Fin 2.14 AU Small Finance Bank 2.75 Carborundum Universal 0.59 Muthoot Finance 1.22 Indusind Bank 1 Bharat Heavy Electricals 1.04 Metro Brands 0.8 Indraprastha Gas 1.19 Bharat Electronics 1.34 GR Infraprojects 0.68 ZF Commercial 1.58 Lupin 1.61 Navin Fluorine International 1.14 IDFC First Bank 1.09 Cummins India 1.38 ICICI Bank 3.56 Balkrishna Industries 1.08 Meesho 0.15 Billionbrains Garage Ventures 0.37 Aurobindo Pharma 1.58 Mphasis 2.01 Torrent Power 0.52 Oberoi Realty 1.39 UPL 3.02 Hindustan Petroleum Corporation 1.43 Alkem Laboratories 1.9 JSW Infrastructure 1.35 One97 Communications 1.81 The Federal Bank 3.22 Persistent Systems 1.35 Patanjali Foods 1.78 Jubilant FoodWorks 1.67 The Ramco Cements 1.47 JK Cement 1.65 Linde India 0.67 Voltas 1.49 HDB Financial Services 1.36 K.P.R. Mill 0.78 Jindal Steel 1.06 Swiggy 0.58 Adani Ports and Special Economic Zone 1.33 Page Industries 0.62 Bharat Forge 1.48 Ashok Leyland 1.47 Kajaria Ceramics 1.01 Indian Bank 3.12 UNO Minda 2.21 PI Industries 1.49 Tata Chemicals 0.86 Mankind Pharma 2.09 The Phoenix Mills 0.94 Mahindra Logistics 0.69 Glenmark Pharmaceuticals 2.26 Max Financial Services 2.26 Hexaware Technologies 1.47 TeamLease Services 0.68 Granules India 1.07 Bharti Hexacom 1.81 ICICI Lombard Gen. Insurance 2.03 Bosch 1.01 Thermax 1.03 Indus Towers 1.66 SKF India (Industrial) 0.53 3M India 0.68
Debt & Others (4.73%) Sector Allocation Net Payables -0.51 Repo 5.24 Debt Credit Ratings Debt Category Others 4.73
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