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Tata Mutual Fund · Equity: Mid Cap
Tata Mid Cap Fund Regular Plan- Growth Option
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.
EquityBenchmark · NIFTY Midcap 150 TRITER · 1.87%Inception · 01-07-1994
NAV
₹445.68
+0.92% · as of 14-05-2026
Since inception
14.40%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹56 Cr
AUM
Expense ratio
1.87%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.40% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
A) REPO5.00%
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-3.21%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.12%
Indian Bank3.11%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.84%
UPL LIMITED EQ NEW FV RS.2/-2.62%
INDUS TOWERS LIMITED EQ2.60%
MARICO LIMITED NEW EQ RE.12.58%
INDUSIND BANK LIMITED EQ2.56%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-2.56%
Sector allocation
Financial Services26.31%
Healthcare11.82%
Capital Goods7.73%
Automobile and Auto Components7.37%
Chemicals6.63%
Telecommunication4.72%
Fast Moving Consumer Goods4.33%
Information Technology3.74%
Consumer Durables3.37%
Services3.35%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.4% p.a.₹10,000
10 years
Projected value
₹26,85,741
Invested: ₹12,00,000
Gained: ₹14,85,741
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Satish Chandra Mishra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102328
ISIN (Growth)
INF277K01626
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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