Investment type
Tata Mid Cap Fund - Direct (G) is a mutual fund under the Midcap 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 ₹4,985 Crores. The expense ratio is 0.65%.
This fund generated returns of -2.49% in the last 1 year. Since its inception, it has provided an average annual return of 20.04%.
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 Max Financial, Reverse Repo, AU Small Finance, Alkem Lab and Jubilant Food..
The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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