Tata Mid Cap Fund Direct Plan Growth

EquityMid-Cap
503.64
1.39(0.28%)
NAV as on 09 Dec, 2025
CAGR
21.59%

Top Performer

This scheme has consistently delivered the best returns in its Mid-Cap category across .

Returns
  • AUM (Crs.)5,282.94
  • Expense Ratio0.62 %
  • Sharpe Ratio / Category Average1.05 / 0.94
  • Standard Deviation / Category Average14.56 / 15.67
  • Beta / Category Average0.90 / 0.94
  • Portfolio Turnover / Category Average27.76 / 75.32
  • Top 5 Stocks Wt.14.15
  • Top 10 Stocks Wt.25.61
  • Top 3 Sectors Wt.51.91
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocksundefined
    • Avg. Market Capundefined
    • Top 10 Stocksundefined%
    • Top 5 Stocksundefined%
    • Top 3 Sectorsundefined%
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Satish Mishra
    • Launch Date01 Jan, 2013
    • BenchmarkS&P BSE 500

    Objective

    To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

    Riskometer

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