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Mutual Funds

Tata Mid Cap Fund

Ta

Tata Mid Cap Fund

Mid CapRank #54
3/5

NAV (2026-07-14)

463.19

AUM

₹5,868.39 Cr

Exp. Ratio: 1.88%

RISK LEVEL

Very High

Returns & Performance

1 Year6.39%0.15% vs cat avgRank #24
3 Year17.93%0.84% vs cat avgRank #33
5 Year15.66%0.50% vs cat avgRank #18
Since Launch13.14%--

Fund vs Category Average

1Y
6.39%+0.15%
3Y
17.93%-0.84%
5Y
15.66%-0.50%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period

Cons

3Y returns below category average
5Y returns below category average
Higher expense ratio (1.88%)
1Y category rank outside top 15 (#24)
Overall rank #54 in category
ISININF277K01626
NAV₹463.19
NAV Date2026-07-14
AUM₹5,868.39 Cr
Expense Ratio1.88%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30

INVESTMENT OBJECTIVE

The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Satish Chandra Mishra

Mr. Mishra has done B.tech & PGDM

Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.

Top Holdings

Holdings data not available for this scheme