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Tata Mid Cap Fund Growth

Last Updated NAV Date: 09 Sep 2026

3 Year Returns

13.31%

NAV (₹)

461.9201

1 Day NAV Change

-0.16%

Tata Mid Cap Fund Growth is a scheme from Tata Mutual Fund AMC, launched on 27 Feb 2002 and currently managing ₹ 6240.29 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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Tata Mid Cap Fund Growth Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 5000
AUM₹ 6240.29 Cr
Expense Ratio2.04%
Lock-in PeriodNo Lock-in Period
Inception Date27 Feb 2002
Fund Age24 Yrs

Exit Load

1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Fund’s Investment Objective

The investment objective of the scheme will be to provide reasonable and regular income along with possible capital appreciation to its unitholder.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-0.92%
3 Month Return4.64%
6 Month Return9.11%
1 Year Return7.44%
3 Year Return13.31%
5 Year Return13.93%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Tata Mid Cap Fund Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Others
24.53%1,530.925
Banks
11.54%719.892
Pharmaceuticals
9.32%581.783
Finance
8.14%507.739
Auto Ancillaries
6.65%414.766
Capital Goods - Electrical Equipment
5.29%330.261
E-Commerce/App based Aggregator
4.95%309.138
IT - Software
4.87%303.833
Financial Services
4.41%275.37
Healthcare
3.65%227.633

Tata Mid Cap Fund Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
B H E L
3.20%199.995Capital Goods - Electrical Equipment
IndusInd Bank
3.10%193.154Banks
Mankind Pharma
3.10%193.536Pharmaceuticals
Max Financial
3.03%188.772Finance
One 97
3.03%188.881E-Commerce/App based Aggregator
Federal Bank
2.86%178.35Banks
L&T Finance Ltd
2.83%176.55Finance
Multi Comm. Exc.
2.72%170Financial Services
AU Small Finance
2.61%162.93Banks
Bharti Hexacom
2.53%157.641Telecom-Service

Fund Manager Details

From July 2017 till date with Tata Asset Management Ltd as Assistant Fund Manager, reporting to Chief Investment Officer-Equity. Earlier he was Research Analyst, tracking Oil & Gas, Metals & Mining and Chemicals. Reporting to Chief Investment Officer Equities. From May 2012 to July 2017 with HDFC Securities Ltd as Assistant Vice President, tracking Oil & Gas and Chemicals. Reporting to Head of Research. From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors. Reporting to Head of Research. Mr. Mishra has done B.tech & PGDM

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Tata Mutual Fund

Funds Managed

68

Assets Managed

₹ 2,31,388.31 Cr

Contact Details

www.tatamutualfund.com

Registered Address

1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051

Managing Director

Anand Vardarajan

Chief Executive Officer

Anand Vardarajan

Compliance Officer

Mr. Padmanabhan Ramanatha

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Tata Mid Cap Fund Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Tata Mid Cap Fund Growth is ₹ 5000 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Tata Mid Cap Fund Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Tata Mid Cap Fund Growth over the past three years is 13.31%.
The current NAV of Tata Mid Cap Fund Growth is 461.9201.
The Expense ratio of Tata Mid Cap Fund Growth is 2.04%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Tata Mid Cap Fund Growth fund is ₹ 6240.29 Cr. It represents the total assets held and managed by the fund.
The exit load for Tata Mid Cap Fund Growth is 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL..
The fund managers of the Tata Mid Cap Fund Growth are Satish Chandra Mishra. However, with management's discretion, the fund manager could also change during the tenure.
Tata Mid Cap Fund Growth was launched on 27 Feb 2002. Since then, the fund has formed an NAV (Net Asset Value) of 461.9201.

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