Tata Mid Cap Growth Fund Direct Growth

Tata Mid Cap Growth Fund Direct Growth

Equity

Tata Mutual Fund

Mid-Cap

Get the latest NAV of Tata Mid Cap Growth Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹458.25

▲2.6%1D

NAV as on 12 May 2025

19.77%/per year

Since Inception

Absolute Gain%

▲▼

3201 people have invested ₹ 2.1Cr in Tata Mid Cap Growth Fund Direct Growth in the last three months

Tata Mid Cap Growth Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (12-May-25)

The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty Midcap 150
Category Avg
1 Month
7.02%
9.23%
8.75%
3 Months
6.38%
8.34%
7.25%
6 Months
-4.41%
-1.11%
-2.76%
1 Year
7.29%
10.36%
11.01%
3 Years
25.01%
26.42%
25.21%
5 Years
30.03%
32.98%
30.93%

Tata Mid Cap Growth Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

12
/19
37% Performance
57% Risk Management
70% Cost

Ranked 12 out of 19 mutual funds in the mid-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Tata Mid Cap Growth Fund
12/19
4,505Cr
0.67%
7.29%
25.01%
19.77%
HDFC Mid Cap Opportunities Fund Direct Growth
2/19
72,610Cr
0.89%
13.84%
30.95%
21.06%
Motilal Oswal Midcap Fund Direct Growth
3/19
27,780Cr
0.68%
21.51%
34.04%
24.11%
Nippon India Growth Fund Direct Growth
4/19
34,690Cr
0.8%
14.76%
29.45%
18.83%
See all
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Beats FD returns for both 3Y & 5Y
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No bad points found for this fund.

Tata Mid Cap Growth Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

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Absolute Return
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Tata Mid Cap Growth Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 91.3%

Debt & Cash 8.7%

Mid cap
67.3%
Small cap
15.7%
Large cap
8.3%
Small Cap allocation has gone down from 19.1% to 17.2%
Small Cap allocation has gone down from 19.1% to 17.2%
Mid Cap allocation has gone down from 68.9% to 67%
Mid Cap allocation has gone down from 68.9% to 67%
Large Cap allocation has gone up from 8.3% to 8.4%
Large Cap allocation has gone up from 8.3% to 8.4%
Cash allocation has gone up from 3.8% to 7.4%
Cash allocation has gone up from 3.8% to 7.4%

Tata Mid Cap Growth Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 91.3%

Debt & Cash 8.7%

Industrial
28.7%
Financial Services
19.6%
Health
13.8%
Consumer Cyclical
9.9%
Basic Materials
8.1%
Tech
5.3%
Real Estate
5.3%
Communication
3.1%
Consumer Defensive
2.8%
Energy
2.1%
Utilities
1.4%

Top 3 Sectors in March were Industrial, Financial Services & Health

Mar'25

Industrial

23%

Financial Services

21%

Health

16%

Feb'25

Industrial

22%

Financial Services

22%

Health

15%

Tata Mid Cap Growth Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Max Financial Services Ltd
3.77%
0%
Alkem Laboratories Ltd
3.07%
8%
Jubilant Foodworks Ltd
2.86%
0%
Lupin Ltd
2.79%
0%
Aurobindo Pharma Ltd
2.73%
0%
See all
Top Stocks bought last month
L&T Finance Ltd's allocation increased from 1.12% to 1.41%
L&T Finance Ltd's allocation increased from 1.12% to 1.41%
Voltas Ltd's allocation increased from 1% to 1.18%
Voltas Ltd's allocation increased from 1% to 1.18%
Max Financial Services Ltd's allocation increased from 3.28% to 3.44%
Max Financial Services Ltd's allocation increased from 3.28% to 3.44%
Top Stocks sold last month
Lupin Ltd's allocation decreased from 2.89 % to 2.81 %
Lupin Ltd's allocation decreased from 2.89 % to 2.81 %
Jubilant Foodworks Ltd's allocation decreased from 5.26 % to 2.76 %
Jubilant Foodworks Ltd's allocation decreased from 5.26 % to 2.76 %
ICICI Lombard General Insurance Co Ltd's allocation decreased from 2.57 % to 2.48 %
ICICI Lombard General Insurance Co Ltd's allocation decreased from 2.57 % to 2.48 %

Tata Mid Cap Growth Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.67%
Benchmark
Nifty Midcap 150 TR INR
AUM₹4505 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
37.22%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Satish Mishra. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata Mid Cap Growth Fund Direct Growth has ₹4505 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.7.

Returns

Tata Mid Cap Growth Fund Direct Growth has given a CAGR return of 19.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.29%, 25.01% and 30.03% respectively.

Holdings

Tata Mid Cap Growth Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Health, Consumer Cyclical, Basic Materials, Real Estate, Tech, Communication, Utilities, Energy, Consumer Defensive. Its top holdings are Max Financial Services Ltd, Alkem Laboratories Ltd, Jubilant Foodworks Ltd, Lupin Ltd, Aurobindo Pharma Ltd

Taxation

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Tata Mid Cap Growth Fund Direct Growth

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Mid Cap Growth Fund Direct Growth has no lock in period.

Fund Manager

Satish Mishra

Fund Manager of Tata Mid Cap Growth Fund Direct Growth, since 9 March 2021

Learn more about Tata Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 4.3K Cr
₹ 4K Cr
₹ 4.4K Cr
  • AUM of the fund stands at 4.3K Cr as of Mar'25
  • AUM increased by 378.3 Cr between Mar'25 and Feb'25

Compare Tata Mid Cap Growth Fund

Tata Mid Cap Growth Fund

VS

HDFC Mid Cap Opportunities Fund Direct Growth

Frequently Asked Questions for Tata Mid Cap Growth Fund Direct Growth

What is the current NAV of Tata Mid Cap Growth Fund Direct Growth?

The current NAV of Tata Mid Cap Growth Fund Direct Growth is ₹458.25 as on 12-May-2025.

What are the average returns of Tata Mid Cap Growth Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
Tata Mid Cap Growth Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.02%
7.02%
6 Month Returns
-4.41%
-4.41%
1 Year Returns
7.29%
7.29%
3 Years Returns
95.34%
25.01%

How do I invest in Tata Mid Cap Growth Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Tata Mid Cap Growth Fund Direct Growth?

0.67% as on April 2025

What is net assets under management (AUM) of Tata Mid Cap Growth Fund Direct Growth?

₹4505 Cr as on April 2025

What are the top 5 holdings of Tata Mid Cap Growth Fund Direct Growth?

Max Financial Services Ltd(3.77%), Alkem Laboratories Ltd(3.07%), Jubilant Foodworks Ltd(2.86%), Lupin Ltd(2.79%), Aurobindo Pharma Ltd(2.73%) as on April 2025

What are the top 3 sectors that this Tata Mid Cap Growth Fund Direct Growth has invested in?

Industrial(18.83%), Financial Services(17.56%), Health(15.41%) as on April 2025

What is the alpha of Tata Mid Cap Growth Fund Direct Growth?

The alpha ratio for the Tata Mid Cap Growth Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Tata Mid Cap Growth Fund Direct Growth
-1.92
-0.26
0.26
As on April 2025
The alpha for Tata Mid Cap Growth Fund Direct Growth is calculated against Nifty Midcap 150 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Tata Mid Cap Growth Fund Direct Growth??

The Beta ratio for the Tata Mid Cap Growth Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Tata Mid Cap Growth Fund Direct Growth
0.96
0.91
0.85
As on April 2025
The Beta for Tata Mid Cap Growth Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Tata Mid Cap Growth Fund Direct Growth?

The sharpe ratio for the Tata Mid Cap Growth Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Tata Mid Cap Growth Fund Direct Growth
-0.06
0.83
1.37
As on April 2025
The sharpe ratio for Tata Mid Cap Growth Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Tata Mid Cap Growth Fund Direct Growth?

The standard deviation for the Tata Mid Cap Growth Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Tata Mid Cap Growth Fund Direct Growth
19.1
16.03
15.22
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Tata Mid Cap Growth Fund Direct Growth?

Sortino ratio is 1.39 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Tata Mid Cap Growth Fund Direct Growth?

Satish Mishra is the fund manager of Tata Mid Cap Growth Fund Direct Growth

What is the exit load of Tata Mid Cap Growth Fund Direct Growth?

The Exit load of Tata Mid Cap Growth Fund Direct Growth is 1%