Tata Mid Cap Fund Regular Plan- Growth Option
NAV as on 05-12-2025
₹ 446.4242
₹
1.59
(
0.3552%)
AUM as on 31-10-2025
5,282.94 Cr
Rtn (Since Inception)
14.75%
Tata Mid Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 01-07-1994 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Midcap 150 TRI |
| TER: | 1.84% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 5,282.94 Cr As on (31-10-2025) |
| Turn over: | 35.42 |
| Exit Load: | 1) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL.2) On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% 13) Redemption after expiry of 365 days from the date of allotment: NIL. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Tata Mid Cap Fund Reg Plan Gr | 01-07-1994 | 1.74 | 14.76 | 20.46 | 21.34 | 15.87 |
| Invesco India MidCap Gr | 19-04-2007 | 6.69 | 25.83 | 25.95 | 25.11 | 18.42 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.94 | 19.4 | 24.58 | 26.08 | 18.41 |
| Mirae Asset MidCap Reg | 01-07-2019 | 5.77 | 16.81 | 19.45 | 22.86 | 0.0 |
| ICICI Pru MidCap Gr | 10-10-2004 | 5.51 | 20.07 | 21.13 | 23.18 | 15.93 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 5.05 | 20.4 | 24.31 | 0.0 | 0.0 |
| Sundaram MidCap Gr | 01-07-2002 | 2.82 | 19.54 | 23.05 | 23.88 | 15.49 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 1.93 | 22.08 | 23.95 | 25.69 | 18.38 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 1.81 | 16.75 | 0.0 | 0.0 | 0.0 |
| Union MidCap Reg Gr | 23-03-2020 | 1.72 | 15.63 | 18.37 | 22.09 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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