{"id":241798,"date":"2026-09-10T15:51:04","date_gmt":"2026-09-10T10:21:04","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T15:51:04","modified_gmt":"2026-09-10T10:21:04","slug":"tata-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Mid Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-mid-cap-fund-g-direct-plan\">Tata Mid Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b9532.4955 as of 09 Sep 2026 and an AUM of \u20b96,240 Cr. Its 1-year, 3-year and 5-year returns are 9.3%, 14.75% and 15.33% respectively, and the scheme is tagged as High Risk. Our view is that this is a mid-cap equity option for investors who can handle sharp swings and want a fund whose longer-term return profile has been steadier than its recent one-year stretch.<\/p>\n<p>The portfolio is spread across 62 holdings, but the top 10 still account for 29.01% of assets, so individual stock selection can matter. That mix suggests a fund with meaningful diversification, but not enough breadth to remove stock-specific risk. The current setup looks more suitable for a long horizon than for investors who want smoother year-to-year outcomes.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Mid_Cap\" title=\"Should you BUY or HOLD Tata Mid Cap?\">Should you BUY or HOLD Tata Mid Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-mid-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9532.4955 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b96,240 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.62%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Mid Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Satish Chandra Mishra<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Satish Chandra Mishra.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.21%<\/td>\n<td>-2.04%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>6.17%<\/td>\n<td>4.88%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>9.3%<\/td>\n<td>5.51%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>14.75%<\/td>\n<td>15.36%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>15.33%<\/td>\n<td>15.14%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is uneven but not weak across every period. The fund was better than the benchmark over 1 month, 3 months and 1 year, which tells us it handled the latest phase of market movement reasonably well. The 1-month return stayed negative, yet it still fell less than the benchmark, which is a modest sign of relative resilience rather than outright strength.<\/p>\n<p>The longer view is more mixed. Over 3 years, the fund trails the benchmark slightly, which suggests that the recent recovery has not fully offset the earlier stretch of relative softness. Over 5 years, it edges ahead of the benchmark, and that matters because it points to better compounding over a full market cycle even if the path was not smooth.<\/p>\n<p>The time pattern also looks choppy rather than linear. There are periods of recovery followed by pauses and drawdowns, which fits the risk profile of a mid-cap equity fund. Our read is that the fund has shown the ability to participate in rallies, but investors should expect uneven progress instead of a steady climb.<\/p>\n<p>The main takeaway is that short-term leadership over the benchmark has improved, while medium-term performance remains close to benchmark behaviour. That combination makes the fund more interesting for investors who care about cycle-level compounding than for those expecting consistent outperformance every year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Mid_Cap\"><\/span>Should you BUY or HOLD Tata Mid Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Mid Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-mid-cap-fund-g-direct-plan\">Tata Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>9.3%<\/td>\n<td>14.75%<\/td>\n<td>15.33%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-midcap-fund-g-direct-plan\">HSBC Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>22.93%<\/td>\n<td>24.35%<\/td>\n<td>19.48%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-mid-cap-fund-g-direct-plan\">WOC Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>16.16%<\/td>\n<td>21.78%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/helios-mid-cap-fund-g-direct-plan\">Helios Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-mid-cap-fund-g-direct-plan\">ITI Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.35%<\/td>\n<td>20.09%<\/td>\n<td>16.94%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mahindra-manulife-mid-cap-fund-g-direct-plan\">Mahindra Manulife Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>13.23%<\/td>\n<td>17.96%<\/td>\n<td>18.47%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On 1-year return, the fund sits below several peers in this set, so the recent stretch has been more modest than the strongest comparable outcomes. That does not change the broader picture that the fund has stayed close to the benchmark over 3 years and marginally ahead over 5 years.<\/p>\n<p>What stands out is the split between short-term and longer-term comparison. Some peers have materially stronger 1-year and 3-year numbers, while the fund\u2019s 5-year figure is competitive and slightly better than the benchmark. So the peer picture says the recent phase has lagged the stronger names, but the longer cycle still supports a case for patient investors who care more about compounding than about a sharp one-year lead.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Bharat Heavy Electricals Ltd<\/td>\n<td>Capital Goods<\/td>\n<td>3.2%<\/td>\n<\/tr>\n<tr>\n<td>Indusind Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>3.1%<\/td>\n<\/tr>\n<tr>\n<td>Mankind Pharma Ltd<\/td>\n<td>Healthcare<\/td>\n<td>3.1%<\/td>\n<\/tr>\n<tr>\n<td>Max Financial Services Ltd<\/td>\n<td>Finance<\/td>\n<td>3.03%<\/td>\n<\/tr>\n<tr>\n<td>One 97 Communications Ltd<\/td>\n<td>IT<\/td>\n<td>3.03%<\/td>\n<\/tr>\n<tr>\n<td>Federal Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>2.86%<\/td>\n<\/tr>\n<tr>\n<td>L&amp;T Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>2.83%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of Ind Ltd<\/td>\n<td>Finance<\/td>\n<td>2.72%<\/td>\n<\/tr>\n<tr>\n<td>AU Small Finance Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>2.61%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Hexacom Ltd<\/td>\n<td>Telecom<\/td>\n<td>2.53%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest position is Bharat Heavy Electricals Ltd at 3.2%, so no single holding dominates the fund outright. The step-down from the first name to the tenth is gradual rather than abrupt, which suggests that the visible sleeve is built with several similarly sized positions instead of one or two oversized bets. That may help reduce dependence on any single stock outcome.<\/p>\n<p>Even so, the top 10 holdings together account for 29.01% of the portfolio, while the full disclosed list runs to 62 holdings. That points to a fairly broad base with a long tail of smaller positions beneath the headline names. Our view is that this structure could offer balance, but the mid-cap style still means stock selection is likely to have greater influence than in a very broad index-like portfolio.<\/p>\n<p>The presence of banks, finance, healthcare, IT and telecom among the largest holdings shows that the fund is not narrowly tied to one theme. That kind of spread may support resilience across different market phases, although the mid-cap character means price moves can still be pronounced when sentiment changes.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-mid-cap-fund-g-direct-plan\">Tata Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can tolerate High Risk and are comfortable with uneven returns over time. The 1-year number is softer than the strongest peer outcomes, but the 3-year and 5-year figures show that the fund can stay near the benchmark and slightly ahead over a longer stretch. That makes it more suitable for a multi-year horizon than for money that may be needed soon.<\/p>\n<p>The main trade-off is between the possibility of mid-cap upside and the reality of higher volatility. Investors who want smoother short-term outcomes may find the pattern uncomfortable, while those who can stay invested through drawdowns may value the longer-term compounding profile and the broad spread of holdings.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.50% on or before 30D, Nil after 30D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Tata Mid Cap Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b9532.4955 as of 09 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The returns are 9.3% over 1 year, 14.75% over 3 years and 15.33% over 5 years.<\/p>\n<p><strong>How has it done against the benchmark?<\/strong><br \/>It is ahead of the benchmark over 1 month, 3 months, 1 year and 5 years, but slightly behind over 3 years. That points to a mixed but broadly competitive track record.<\/p>\n<p><strong>How does it compare with peer funds on the available return figures?<\/strong><br \/>Several peers have stronger 1-year and 3-year numbers, while this fund\u2019s 5-year return stays competitive and slightly above the benchmark. The comparison looks more balanced over the longer horizon than over the latest year.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>The fund allows SIP investments, but a minimum SIP amount is not listed here.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>Satish Chandra Mishra manages the fund. The exit load is 0.50% on or before 30D, and nil after 30D.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Mid Cap Fund Direct Growth Plan shows a clear difference between its recent and longer-term behaviour: the latest year is softer than the stronger peer names, but the 5-year record stays close to the benchmark and slightly ahead. The fund carries High Risk, which fits the mid-cap style and the uneven path visible in its returns. Its portfolio is reasonably spread out, with 62 holdings and no single oversized position. That makes it a better fit for patient investors who can absorb swings in exchange for long-run compounding potential.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 3:49 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Mid Cap Fund Direct Growth Plan\",\"identifier\":\"tata-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":532.4955,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"6240 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.62\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":9.3},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":14.75},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":15.33},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Satish Chandra Mishra\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b9532.4955 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The returns are 9.3% over 1 year, 14.75% over 3 years and 15.33% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has it done against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is ahead of the benchmark over 1 month, 3 months, 1 year and 5 years, but slightly behind over 3 years. That points to a mixed but broadly competitive track record.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on the available return figures?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Several peers have stronger 1-year and 3-year numbers, while this fund\u2019s 5-year return stays competitive and slightly above the benchmark. The comparison looks more balanced over the longer horizon than over the latest year.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund allows SIP investments, but a minimum SIP amount is not listed here.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Satish Chandra Mishra manages the fund. The exit load is 0.50% on or before 30D, and nil after 30D.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Mid Cap Fund Direct Growth Plan has a NAV of \u20b9532.4955 as of 09 Sep 2026, an AUM of \u20b96,240 Cr and 1Y\/3Y\/5Y returns of 9.3%\/14.75%\/15.33%.<\/p>\n","protected":false},"author":38,"featured_media":241797,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241798","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241797"],"rank_math_title":["Tata Mid Cap Fund Direct Growth Review 2026"],"rank_math_description":["Tata Mid Cap Fund Direct Growth Plan review: NAV \u20b9532.4955, 1Y return 9.3%, 5Y return 15.33%, High Risk mid-cap equity fund."],"rank_math_focus_keyword":["Tata Mid Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Mid_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241798","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241798"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241798\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241797"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241798"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241798"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}