January 23, 2026
RA Jainee
Tata Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 495.69 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 163.62 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 5,497 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.61% |
| 1 Year Return (%) | 7.21 |
| 3 Year Return (%) | 22.63 |
| 5 Year Return (%) | 20.12 |
| 10 Year Return (%) | 18.12 |
| Return Since Launch | 19.30% |
⚖️ Sahifund Review – Tata Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
X
MINUS: Large AUM, large-cap bias, momentum lag
X
Sahifund View (Decisive Line):
X
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
Fund Manager:
1) Satish Chandra Mishra
Education: Mr. Mishra has done B.Tech & PGDM
Experience: Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Investment Details
| Min. Investment (Rs.) | 5,000 |
| Min. Addl Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. Withdrawal (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs.) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Tata Mid Cap Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 19.30% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,497 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.61% |
| (As on 31-Dec-2025) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 31.79% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Mid Cap Dir | -3.90 | -2.16 | -3.33 | -0.63 | -0.50 | 7.21 | 22.63 | 20.12 | 20.31 | 18.12 |
| BSE 150 MidCap TRI | -4.34 | -2.48 | -3.66 | -3.54 | -2.88 | 3.95 | 21.86 | 20.98 | 20.01 | 18.58 |
| Equity: Mid Cap | -4.23 | -2.33 | -3.93 | -3.95 | -3.20 | 3.54 | 21.52 | 20.46 | 19.66 | 18.02 |
| Rank within category | 16 | 10 | 10 | 2 | 10 | 8 | 15 | 15 | 10 | 9 |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of Tata Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Mid Cap Dir | 3 star | 7.21 | 22.63 | 20.12 | 0.61 | 5,497 | 19.30 | 0.50 (30) | 13Y | 31.79 |
| HDFC Mid Cap Dir | 5 star | 9.87 | 25.50 | 24.64 | 0.71 | 92,642 | 20.68 | 1.00 (365) | 13Y | 10.86 |
| Kotak Midcap Dir | 4 star | 3.94 | 21.27 | 21.56 | 0.37 | 60,637 | 19.98 | 1.00 (365) | 13Y | 23.67 |
| Nippon India Growth Mid Cap Dir | 4 star | 5.55 | 24.86 | 23.36 | 0.74 | 42,124 | 18.19 | 1.00 (30) | 13Y | 4.00 |
| Motilal Oswal Midcap Dir | 5 star | -5.03 | 24.71 | 27.20 | 0.74 | 36,880 | 22.28 | 1.00 (365) | 11Y 10M | 120.00 |
Portfolio Analysis of Tata Mid Cap Fund
| No. of Stocks | 67 |
| Top 10 Stocks | 25.84% |
| Top 5 Stocks | 14.55% |
| Top 3 Sectors | 51.54% |
| Portfolio P/B Ratio | 4.08 |
| Portfolio P/E Ratio | 31.21 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 61,842 | 64,434 |
| Giant (%) | — | — |
| Large (%) | 9.38 | 11.63 |
| Mid (%) | 76.79 | 77.04 |
| Small (%) | 13.83 | 12.35 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status