Tata Mid Cap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹6,056.43 Cr
Expense Ratio
2.02%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
1 Jul 1994
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.52% | -- |
| 3 Months | +5.3% | -- |
| 6 Months | +8.29% | -- |
| 1 Year | +8.59% | +8.59% |
| 2 Years | -- | +1.18% |
| 3 Years | +48.3% | +14.04% |
| 5 Years | +92.83% | +14.03% |
| Since Launch | +4535.31% | +12.66% |
Holdings as on 7 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mankind Pharma | 197.57 | 3.26 |
| Bharat Heavy Electricals | 183.89 | 3.04 |
| Federal Bank | 179.43 | 2.96 |
| Indusind Bank | 172.12 | 2.84 |
| Marico | 165.43 | 2.73 |
| Max Financial Services | 164.89 | 2.72 |
| AU Small Finance Bank | 157.10 | 2.59 |
| One 97 Communications | 147.73 | 2.44 |
| Bharti Hexacom | 143.79 | 2.37 |
| BSE | 143.01 | 2.36 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.61
Sharpe Ratio
16.32%
Std. Deviation
6.65%
Tracking Error
5.36%
Alpha
0.85
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Mid Cap Fund Regular Growth | +13.25% | +17.45% | +17.18% |
| Aditya Birla Sun Life Mid Cap Fund Growth | +10.43% | +15.13% | +13.9% |
| Tata Mid Cap Fund Regular Growth | +8.59% | +14.04% | +14.03% |
| WhiteOak Capital Mid Cap Fund Regular Growth | +15.62% | +21.1% | -- |
| Canara Robeco Mid Cap Fund Regular Growth | +7.22% | +16.19% | -- |
Results are calculated on CAGR basis
About Fund
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
The Tata Mid Cap Fund Regular Growth has an AUM of 6056.43 crores & has delivered CAGR of 14.03 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.02%. The minimum investment in Tata Mid Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mankind Pharma, Bharat Heavy Electricals, Federal Bank, Indusind Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming, Auto & Truck Parts.
Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth, Tata Mid Cap Fund Regular Growth, WhiteOak Capital Mid Cap Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth. Tata Mid Cap Fund Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 16.32%.
FAQs
According to the morning star rating Tata Mid Cap Fund Regular Growth has a Medium risk & Exceptional return.
Tata Mid Cap Fund Regular Growth is managed by Satish Mishra.
The expense ratio of Tata Mid Cap Fund Regular Growth is 2.02%.
The 5 year annualized return on Tata Mid Cap Fund Regular Growth is 14.03% & it has generated 8.59% in the last 1 year.
The minimum investment in Tata Mid Cap Fund Regular Growth is 5000 Rs.
Tata Mid Cap Fund Regular Growth has an AUM of 6056.43 crores.
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