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Tata Mid Cap Fund(G)-Direct Plan

Tata Mid Cap Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

+12.38%

5Y annualised

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NAV : 23 Oct 2026

₹480.22

Min. SIP amount

₹100

Fund size (AUM)

5859 Cr

Expense ratio

0.62%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹3,50,588

Stock Allocation

Stock nameSectorAllocation
Mankind Pharma LtdHealthcare3.42%
Bharat Heavy Electricals LtdCapital Goods3.20%
One 97 Communications LtdIt3.15%

Fund Composition

₹5859 Cr

Large Cap

12.50%

Mid Cap

79.68%

Small Cap

5.23%

Others

2.58%

Sector Allocation

₹5859 Cr

Healthcare

12.62%

Finance

11.23%

Bank

11.18%

Automobile & Ancillaries

10.78%

It

8.06%

Chemicals

6.21%

Capital Goods

6.16%

Telecom

4.90%

Others

28.85%

Minimum investments

Min. for SIP₹100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 30D, Nil after 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SC

Satish Chandra Mishra

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Ultra Short Term Fund(G)-Direct Plan

+7.12%
H

HSBC Midcap Fund(G)-Direct Plan

+20.19%
W

WOC Mid Cap Fund(G)-Direct Plan

+19.16%
S

Samco Mid Cap Fund(G)-Direct Plan

+0.00%
T

The Wealth Company Mid Cap Fund(G)-Direct Plan

+0.00%
T

TRUSTMF Mid Cap Fund(G)-Direct Plan

+0.00%
B

Bandhan Mid Cap Fund(G)-Direct Plan

+15.66%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+14.21%

FAQs

Tata Mid Cap Fund(G)-Direct Plan is a part of Tata Asset Management Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Satish Chandra Mishra. It is a Equity type of fund.

The current NAV of Tata Mid Cap Fund(G)-Direct Plan is ₹480.22 (as of 23 Oct 2026).

Tata Mid Cap Fund(G)-Direct Plan has delivered -3.93% in 1 year, 12.45% in 3 years, and 12.38% in 5 years (annualised).

The minimum SIP amount for Tata Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Tata Mid Cap Fund(G)-Direct Plan is 0.62%.

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