tata-mid-cap-growth-fund-direct-g

Tata Mid Cap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 02, 2025 ₹495.69
  • Total Returns 20.23% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
tata-mid-cap-growth-fund-direct-g

Overview of Tata Mid Cap Fund - Direct (G)

  • Fund House
    Tata Mid Cap Fund
  • Fund Size
    ₹4,701 Cr
  • Expense Ratio
    0.65%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Tata Mid Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Tata Mid Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 5.39%
  • 13.25%
  • 2.54%
  • 0.71%
  • 27.52%
  • 29.1%

Category Average

  • 4.58%
  • 15.1%
  • 1.54%
  • 4.95%
  • 27.89%
  • 30.02%

Fund Asset Allocation

Top holdings

Top Sectors

  • Pharmaceuticals & Biotech
    12.9%
  • Banks
    6.61%
  • Finance
    6.47%
  • Industrial Products
    6.41%
  • Insurance
    5.92%
  • Auto Components
    5.71%

More about Tata Mid Cap Fund - Direct (G)

Tata Mid Cap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹4,701 Crores. The expense ratio is 0.65%.

This fund generated returns of 0.71% in the last 1 year. Since its inception, it has provided an average annual return of 20.23%.

The fund's investments are mainly concentrated in sectors like Pharmaceuticals & Biotech, Banks, Finance, Industrial Products and Insurance.

The top five holdings in this fund include prominent companies such as Reverse Repo, Max Financial, Alkem Lab, Cummins India and Jubilant Food..

Fund Managers

  • Satish Chandra Mishra

Investment Objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

tata-mid-cap-growth-fund-direct-g

Frequently Asked Questions about Tata Mid Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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