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Fund Overview of Tata Mid Cap Direct Plan-Growth
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₹5,860.0 CrAUM
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₹523.94NAV
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0.81%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Tata Mid Cap Direct Plan-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.43% | NA | 4.37% |
| 6 Months | 3.11% | NA | 15.67% |
| 1 Year | 3.20% | 3.20% | -0.50% |
| 2 Years | 8.13% | 3.98% | 23.18% |
| 3 Years | 51.51% | 14.85% | 22.72% |
| 5 Years | 93.84% | 14.15% | 26.92% |
| 7 Years | 254.07% | 19.80% | NA |
| 10 Years | 363.56% | 16.58% | 16.72% |
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As on Thu Nov 05, 2026
Asset Allocation of Tata Mid Cap Direct Plan-Growth
equities
98.81%other assets or cash equivalents
1.19%Large Cap: 16.88%
Mid Cap: 76.50%
Small Cap: 6.62%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Tata Mid Cap Direct Plan-Growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 01 Jan 2013, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of growth oriented mid cap companies. It manages assets worth ₹5,860.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education
About FundAbout Tata Mid Cap Direct Plan-Growth
The portfolio allocation consists of 98.81% in equities, 1.19% in other assets or cash equivalents.Managed by Satish Chandra Mishra, it has delivered a return of 3.20% in the last year, a total return since inception of 18.57%.
Choosing the right which sip is best plays an important part in long-term wealth creation.
Satish Chandra Mishra
Mr. Mishra has done B.tech & PGDM
Key Metrics of Tata Mid Cap Direct Plan-Growth
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Standard Deviation16.99%
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Mean14.01%
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Sharpe Ratio0.50%
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Alpha0.46%
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Beta0.91%
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Sortino Ratio0.65%
Tata Mid Cap Direct Plan-Growth Fund Details
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Compare Mutual Funds
Tata Mid Cap Direct Plan-Growth Fund Returns Comparison
Compare Tata Mid Cap Direct Plan-Growth with other mutual funds in the same category
Tata Mid Cap Direct Plan-Growth
Motilal Oswal Midcap Fund Direct-Growth
Motilal Oswal Midcap Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-Growth  |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Tata Mid Cap Fund Regular-Growth
|
₹5,860 | 4.12% | -2.73% | 2.49% | 1.97% | 13.48% |
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Tata Mid Cap Direct Plan-IDCW
|
₹5,860 | 4.23% | -2.43% | 3.11% | 3.20% | 14.85% |
|
Tata Mid Cap Fund Regular-IDCW
|
₹5,860 | 4.12% | -2.73% | 2.49% | 1.97% | 13.48% |
|
Tata Nifty Midcap 150 Index Fund Regular-Growth
|
₹318 | 2.43% | -4.92% | 0.27% | 0.00% | - |
|
Tata Nifty Midcap 150 Index Fund Direct-Growth
|
₹318 | 2.51% | -4.69% | 0.74% | 0.96% | - |
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Tata Nifty Midcap 150 Index Fund Regular-IDCW
|
₹318 | 2.43% | -4.92% | 0.27% | 0.00% | - |
|
Tata Nifty Midcap 150 Index Fund Direct-IDCW
|
₹318 | 2.51% | -4.69% | 0.74% | 0.96% | - |
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growth is based on 1-month returns of the fundsTata Mid Cap Direct Plan-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
View More
Top funds are based on Fund AUM
Tata Mid Cap Direct Plan-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 6.22% | ₹337.09 Cr |
| Repo | Unspecified | 5.24% | ₹280.59 Cr |
| Repo | Unspecified | 5.00% | ₹249.69 Cr |
| Repo | Unspecified | 4.45% | ₹249.39 Cr |
| Repo | Unspecified | 3.96% | ₹217.95 Cr |
| Repo | Unspecified | 3.84% | ₹210.83 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.47% | ₹203.65 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.47% | ₹203.65 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.47% | ₹203.65 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.47% | ₹203.65 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.42% | ₹200.30 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.42% | ₹200.30 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.42% | ₹200.30 Cr |
| Mankind Pharma Ltd. | Healthcare | 3.42% | ₹200.30 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 3.20% | ₹200.00 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Mid Cap Direct Plan-Growth
What is the current AUM of Tata Mid Cap Direct Plan-Growth?
As of Wed Sep 30, 2026, Tata Mid Cap Direct Plan-Growth manages assets worth ₹5,860.0 crore
How has Tata Mid Cap Direct Plan-Growth performed recently?
- 3 Months: -2.43%
- 6 Months: 3.11%
What is the long-term performance of Tata Mid Cap Direct Plan-Growth?
- 3 Years CAGR: 14.85%
- 5 Years CAGR: 14.15%
- Since Inception: 18.57%
What is the portfolio composition of Tata Mid Cap Direct Plan-Growth?
Equity: 98.81%, Others: 1.19%.
Who manages Tata Mid Cap Direct Plan-Growth?
Tata Mid Cap Direct Plan-Growth is managed by Satish Chandra Mishra from Tata Mutual Fund.
What is the market-cap allocation of Tata Mid Cap Direct Plan-Growth?
Large Cap: 16.88%, Mid Cap: 76.50%, Small Cap: 6.62%.
Which are the top companies Tata Mid Cap Direct Plan-Growth has invested in?
- Repo – 6.22% of the fund's portfolio
- Repo – 5.24% of the fund's portfolio
- Repo – 5.00% of the fund's portfolio
- Repo – 4.45% of the fund's portfolio
- Repo – 3.96% of the fund's portfolio
Which are the major sectors Tata Mid Cap Direct Plan-Growth focuses on?
- Unspecified – 28.71% of the fund's portfolio
- Healthcare – 27.56% of the fund's portfolio
- Industrials – 19.20% of the fund's portfolio
View more FAQ's
