Tata Mid Cap Growth Fund Direct Growth
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
▲▼
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.
Tata Mid Cap Growth Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 12 out of 19 mutual funds in the mid-cap category as per INDmoney.
Tata Mid Cap Growth Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Mid Cap Growth Fund Asset Allocation
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 91.3%
Debt & Cash 8.7%
Tata Mid Cap Growth Fund Sector Allocation
as on (31-Mar-25)
Sector Allocation
Equity 91.3%
Debt & Cash 8.7%
Top 3 Sectors in March were Industrial, Financial Services & Health
Industrial
23%
Financial Services
21%
Health
16%
Industrial
22%
Financial Services
22%
Health
15%
Tata Mid Cap Growth Fund Holdings Details
as on (30-Apr-25)
Equity
Tata Mid Cap Growth Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.67% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹4505 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 37.22% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   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
- 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.
- 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 benefitDividends 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
- 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
More funds from Tata
5Y CAGR
▲ 37.97
3Y CAGR
▲ 25.58
5Y CAGR
▲ 25.54
5Y CAGR
▲ 32.96
5Y CAGR
▲ 23.68
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Frequently Asked Questions for Tata Mid Cap Growth Fund Direct Growth
What is the current NAV of Tata Mid Cap Growth Fund Direct Growth?
What are the average returns of Tata Mid Cap Growth Fund Direct Growth?
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?
- 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?
What is net assets under management (AUM) of Tata Mid Cap Growth Fund Direct Growth?
What are the top 5 holdings of Tata Mid Cap Growth Fund Direct Growth?
What are the top 3 sectors that this Tata Mid Cap Growth Fund Direct Growth has invested in?
What is the alpha of Tata Mid Cap Growth Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Mid Cap Growth Fund Direct Growth | -1.92 | -0.26 | 0.26 |
What is the beta of Tata Mid Cap Growth Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Mid Cap Growth Fund Direct Growth | 0.96 | 0.91 | 0.85 |
What is the sharpe ratio of Tata Mid Cap Growth Fund Direct Growth?
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 |
What is the standard deviation of Tata Mid Cap Growth Fund Direct Growth?
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 |