Tata Mid Cap Direct Plan-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.21%
Fund NAV

Fund Overview of Tata Mid Cap Direct Plan-idcw

  • ₹4,984.2 Cr
    AUM
  • ₹169.21
    NAV
  • 0.64%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Tata Mid Cap Direct Plan-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.21% NA 4.37%
6 Months 16.76% NA 15.67%
1 Year -0.86% -0.86% -0.50%
2 Years 42.61% 19.42% 23.18%
3 Years 82.67% 22.24% 22.72%
5 Years 209.89% 25.38% 26.92%
7 Years 295.01% 21.68% NA
10 Years 360.16% 16.49% 16.72%
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As on Wed Nov 19, 2025

Asset Allocation

equities

95.39%

other assets or cash equivalents

4.61%
Large Cap: 11.59%
Mid Cap: 73.78%
Small Cap: 14.64%
Other: 0.00%
Top Holdings
Repo
3.47%
Max Financial Services Ltd
3.31%
Cummins India Ltd
3.04%
Cummins India Ltd
3.04%
Indian Bank
3.01%
 
Top Sectors
Industrials
76.14%
Financial
69.63%
Healthcare
59.04%
Materials
51.73%
Consumer Discretionary
48.67%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Tata Mid Cap Direct Plan-idcw

Tata Mid Cap Direct Plan-idcw 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 ₹4,984.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.64%.
The portfolio allocation consists of 95.39% in equities, 4.61% in other assets or cash equivalents. Managed by Satish Chandra Mishra, it has delivered a return of -0.86% in the last year, a total return since inception of 19.71%.

Read more
  • Satish Chandra Mishra

    Fund Manager

  • Mr. Mishra has done B.tech & PGDM

    Manager Education

Key Metrics of Tata Mid Cap Direct Plan-idcw

  • Standard Deviation
    14.64%
  • Sharpe Ratio
    0.92%
  • Alpha
    0.53%
  • Beta
    0.90%

Fund Details

Fund Names Tata Mid Cap Direct Plan-idcw
Inception Date 01 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Mid Cap Fund Direct-growth trend ₹8,778 1.64% 1.55% 0.77% 18.74% 28.11%
Quant Mid Cap Fund-growth trend ₹8,778 1.54% 1.28% -0.34% 17.12% 26.05%
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 2.25% 2.68% 8.02% 21.88% 24.38%
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 2.18% 2.46% 7.12% 20.85% 23.31%
Taurus Mid Cap Fund Direct - Growth trend ₹130 1.97% 2.77% 6.55% 18.71% 20.18%
Taurus Mid Cap Fund Regular - Growth trend ₹130 1.94% 2.66% 6.10% 18.26% 19.73%
View More
increase 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 Direct Plan-growth increase ₹4,984 3.43% 4.58% 9.06% 8.72% 23.54%
Tata Mid Cap Fund Regular-growth increase ₹4,984 3.31% 4.26% 8.40% 7.38% 22.08%
Tata Mid Cap Fund Regular-idcw increase ₹4,984 3.31% 4.26% 8.40% 7.38% 22.08%
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth increase ₹957 2.81% 2.89% 4.09% 1.78% 22.39%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct - Growth increase ₹957 2.86% 3.05% 4.42% 2.42% 23.28%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct - Idcw increase ₹957 2.86% 3.05% 4.42% 2.42% 23.28%
Tata Nifty Midcap 150 Index Fund Regular-growth increase ₹108 2.87% 4.19% - - -
Tata Nifty Midcap 150 Index Fund Direct-growth increase ₹108 2.96% 4.44% - - -
Tata Nifty Midcap 150 Index Fund Regular-idcw increase ₹108 2.87% 4.19% - - -
Tata Nifty Midcap 150 Index Fund Direct-idcw increase ₹108 2.96% 4.44% - - -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Quant Mid Cap Fund-growth trend ₹8,778 ₹214.82 17.12% 26.05% 17.08%
Quant Mid Cap Fund Direct-growth trend ₹8,778 ₹241.86 18.74% 28.11% 18.41%
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 ₹807.84 20.85% 23.31% 14.09%
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 ₹902.48 21.88% 24.38% 15.11%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth trend ₹379 ₹25.31 24.45% - -
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth trend ₹379 ₹24.59 23.72% - -
Taurus Mid Cap Fund Direct - Growth trend ₹130 ₹131.37 18.71% 20.18% 15.68%
Taurus Mid Cap Fund Regular - Growth trend ₹130 ₹124.28 18.26% 19.73% 15.19%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified3.47%₹174.94 Cr
Max Financial Services LtdFinancial3.31%₹165.15 Cr
Cummins India LtdIndustrials3.04%₹160.60 Cr
Cummins India LtdIndustrials3.04%₹160.60 Cr
Indian BankFinancial3.01%₹158.76 Cr
Indian BankFinancial3.01%₹158.76 Cr
Alkem Laboratories LtdHealthcare2.91%₹153.58 Cr
Alkem Laboratories LtdHealthcare2.91%₹153.58 Cr
Alkem Laboratories LtdHealthcare3.00%₹151.31 Cr
Cash/net Current AssetsUnspecified2.95%₹149.45 Cr
Au Small Finance Bank LtdFinancial2.82%₹149.23 Cr
Au Small Finance Bank LtdFinancial2.82%₹149.23 Cr
Cummins India LtdIndustrials2.88%₹145.16 Cr
Alkem Laboratories LtdHealthcare2.82%₹140.32 Cr
Indian BankFinancial2.75%₹138.79 Cr
RepoUnspecified2.52%₹133.23 Cr
RepoUnspecified2.52%₹133.23 Cr
Cummins India LtdIndustrials2.64%₹131.44 Cr
Uno Minda LtdConsumer Discretionary2.58%₹130.03 Cr
RepoUnspecified2.58%₹128.58 Cr
Au Small Finance Bank LtdFinancial2.53%₹126.06 Cr
The Federal Bank LtdFinancial2.37%₹125.35 Cr
The Federal Bank LtdFinancial2.37%₹125.35 Cr
Au Small Finance Bank LtdFinancial2.47%₹124.34 Cr
Uno Minda LtdConsumer Discretionary2.34%₹123.66 Cr
Uno Minda LtdConsumer Discretionary2.34%₹123.66 Cr
Upl LtdMaterials2.32%₹122.42 Cr
Upl LtdMaterials2.32%₹122.42 Cr
L&t Finance Holdings LtdFinancial2.30%₹121.72 Cr
L&t Finance Holdings LtdFinancial2.30%₹121.72 Cr
Upl LtdMaterials2.40%₹119.65 Cr
Icici Lombard General Insurance Company LtdFinancial2.26%₹119.62 Cr
Icici Lombard General Insurance Company LtdFinancial2.26%₹119.62 Cr
Patanjali Foods LtdConsumer Staples2.39%₹119.02 Cr
Max Financial Services LtdFinancial2.34%₹118.19 Cr
Jubilant Foodworks LtdConsumer Discretionary2.37%₹117.99 Cr
Lupin LtdHealthcare2.23%₹117.81 Cr
Lupin LtdHealthcare2.23%₹117.81 Cr
Glenmark Pharmaceuticals LtdHealthcare2.32%₹117.16 Cr
Bharti Hexacom Ltd.Technology2.21%₹116.72 Cr
Bharti Hexacom Ltd.Technology2.21%₹116.72 Cr
Max Financial Services LtdFinancial2.20%₹115.99 Cr
Max Financial Services LtdFinancial2.20%₹115.99 Cr
Lupin LtdHealthcare2.32%₹115.75 Cr
Icici Lombard General Insurance Company LtdFinancial2.32%₹115.62 Cr
Indian BankFinancial2.31%₹114.94 Cr
Patanjali Foods LtdConsumer Staples2.17%₹114.79 Cr
Patanjali Foods LtdConsumer Staples2.17%₹114.79 Cr
Lupin LtdHealthcare2.27%₹114.68 Cr
Aurobindo Pharma LtdHealthcare2.29%₹113.98 Cr
Aurobindo Pharma LtdHealthcare2.16%₹113.89 Cr
Aurobindo Pharma LtdHealthcare2.16%₹113.89 Cr
Glenmark Pharmaceuticals LtdHealthcare2.15%₹113.47 Cr
Glenmark Pharmaceuticals LtdHealthcare2.15%₹113.47 Cr
Icici Lombard General Insurance Company LtdFinancial2.25%₹113.39 Cr
L&t Finance Holdings LtdFinancial2.22%₹112.18 Cr
Upl LtdMaterials2.21%₹111.49 Cr
Jubilant Foodworks LtdConsumer Discretionary2.20%₹111.13 Cr
Cash/net Current AssetsUnspecified2.09%₹109.85 Cr
Cash/net Current AssetsUnspecified2.09%₹109.85 Cr
Patanjali Foods LtdConsumer Staples2.18%₹109.72 Cr
Aurobindo Pharma LtdHealthcare2.15%₹108.39 Cr
Jubilant Foodworks LtdConsumer Discretionary2.04%₹107.61 Cr
Jubilant Foodworks LtdConsumer Discretionary2.04%₹107.61 Cr
Bharti Hexacom Ltd.Technology2.14%₹106.66 Cr
Jk Cement LtdMaterials2.14%₹106.54 Cr
Pi Industries LtdMaterials2.13%₹106.27 Cr
Uno Minda LtdConsumer Discretionary2.09%₹104.26 Cr
Bharti Hexacom Ltd.Technology2.06%₹104.12 Cr
Jk Cement LtdMaterials2.00%₹100.80 Cr
Jk Cement LtdMaterials1.88%₹99.42 Cr
Jk Cement LtdMaterials1.88%₹99.42 Cr
Mphasis LtdTechnology1.98%₹98.67 Cr
Mphasis LtdTechnology1.85%₹97.76 Cr
Mphasis LtdTechnology1.85%₹97.76 Cr
Mphasis LtdTechnology1.86%₹93.89 Cr
Max Healthcare Institute LtdHealthcare1.87%₹93.45 Cr
The Federal Bank LtdFinancial1.83%₹91.09 Cr
Pi Industries LtdMaterials1.69%₹89.44 Cr
Pi Industries LtdMaterials1.69%₹89.44 Cr
Oberoi Realty LtdReal Estate1.68%₹88.92 Cr
Oberoi Realty LtdReal Estate1.68%₹88.92 Cr
Kajaria Ceramics LtdIndustrials1.77%₹88.28 Cr
Jsw Infrastructure LtdIndustrials1.75%₹88.27 Cr
Pi Industries LtdMaterials1.74%₹87.84 Cr
The Federal Bank LtdFinancial1.72%₹86.82 Cr
Max Healthcare Institute LtdHealthcare1.63%₹86.09 Cr
Max Healthcare Institute LtdHealthcare1.63%₹86.09 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.62%₹85.68 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.62%₹85.68 Cr
Glenmark Pharmaceuticals LtdHealthcare1.71%₹85.36 Cr
Jsw Infrastructure LtdIndustrials1.71%₹85.33 Cr
Max Healthcare Institute LtdHealthcare1.66%₹83.60 Cr
The Ramco Cements LtdMaterials1.65%₹82.40 Cr
Oberoi Realty LtdReal Estate1.64%₹81.51 Cr
Jsw Infrastructure LtdIndustrials1.54%₹81.16 Cr
Jsw Infrastructure LtdIndustrials1.54%₹81.16 Cr
L&t Finance Holdings LtdFinancial1.63%₹81.04 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.58%₹79.81 Cr
Muthoot Finance LtdFinancial1.50%₹79.47 Cr
Muthoot Finance LtdFinancial1.50%₹79.47 Cr
Oberoi Realty LtdReal Estate1.57%₹79.11 Cr
Muthoot Finance LtdFinancial1.53%₹76.93 Cr
Apollo Hospitals Enterprise LtdHealthcare1.45%₹76.49 Cr
Apollo Hospitals Enterprise LtdHealthcare1.45%₹76.49 Cr
Indraprastha Gas LtdEnergy & Utilities1.44%₹76.09 Cr
Indraprastha Gas LtdEnergy & Utilities1.44%₹76.09 Cr
Thermax LtdIndustrials1.52%₹75.55 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.51%₹75.32 Cr
Indraprastha Gas LtdEnergy & Utilities1.48%₹74.87 Cr
Apollo Hospitals Enterprise LtdHealthcare1.50%₹74.67 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.50%₹74.57 Cr
Navin Fluorine International LtdMaterials1.40%₹73.94 Cr
Navin Fluorine International LtdMaterials1.40%₹73.94 Cr
Apollo Hospitals Enterprise LtdHealthcare1.46%₹73.78 Cr
Indraprastha Gas LtdEnergy & Utilities1.48%₹73.61 Cr
The Ramco Cements LtdMaterials1.38%₹73.11 Cr
The Ramco Cements LtdMaterials1.38%₹73.11 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.45%₹72.98 Cr
Bharat Forge LtdConsumer Discretionary1.38%₹72.86 Cr
Bharat Forge LtdConsumer Discretionary1.38%₹72.86 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.37%₹72.58 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.37%₹72.58 Cr
Kajaria Ceramics LtdIndustrials1.37%₹72.46 Cr
Kajaria Ceramics LtdIndustrials1.37%₹72.46 Cr
Persistent Systems LtdTechnology1.34%₹71.00 Cr
Persistent Systems LtdTechnology1.34%₹71.00 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.33%₹70.26 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.33%₹70.26 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.39%₹70.18 Cr
Kajaria Ceramics LtdIndustrials1.39%₹70.01 Cr
The Ramco Cements LtdMaterials1.37%₹68.98 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.38%₹68.66 Cr
Bharat Electronics LtdIndustrials1.29%₹68.18 Cr
Bharat Electronics LtdIndustrials1.29%₹68.18 Cr
Balkrishna Industries LtdConsumer Discretionary1.35%₹67.40 Cr
Bharat Forge LtdConsumer Discretionary1.32%₹66.68 Cr
Navin Fluorine International LtdMaterials1.32%₹65.62 Cr
Muthoot Finance LtdFinancial1.31%₹65.31 Cr
Bharat Electronics LtdIndustrials1.28%₹64.63 Cr
Bharat Forge LtdConsumer Discretionary1.29%₹64.30 Cr
Persistent Systems LtdTechnology1.24%₹61.93 Cr
Aia Engineering LtdIndustrials1.17%₹61.75 Cr
Aia Engineering LtdIndustrials1.17%₹61.75 Cr
Thermax LtdIndustrials1.17%₹61.72 Cr
Thermax LtdIndustrials1.17%₹61.72 Cr
Biocon LtdHealthcare1.23%₹61.36 Cr
Bharat Electronics LtdIndustrials1.23%₹61.30 Cr
Thermax LtdIndustrials1.21%₹60.79 Cr
Tata Chemicals LtdMaterials1.21%₹60.47 Cr
Cash/net Current AssetsUnspecified1.21%₹60.15 Cr
Navin Fluorine International LtdMaterials1.19%₹60.08 Cr
Bosch LtdConsumer Discretionary1.20%₹59.73 Cr
Aia Engineering LtdIndustrials1.19%₹59.52 Cr
Biocon LtdHealthcare1.10%₹58.33 Cr
Biocon LtdHealthcare1.10%₹58.33 Cr
Aia Engineering LtdIndustrials1.15%₹58.01 Cr
Persistent Systems LtdTechnology1.15%₹57.87 Cr
Balkrishna Industries LtdConsumer Discretionary1.15%₹57.79 Cr
Balkrishna Industries LtdConsumer Discretionary1.09%₹57.41 Cr
Balkrishna Industries LtdConsumer Discretionary1.09%₹57.41 Cr
Ashok Leyland LtdIndustrials1.13%₹57.07 Cr
Tata Chemicals LtdMaterials1.12%₹56.61 Cr
Ashok Leyland LtdIndustrials1.07%₹56.61 Cr
Ashok Leyland LtdIndustrials1.07%₹56.61 Cr
Granules India LtdHealthcare1.07%₹56.60 Cr
Granules India LtdHealthcare1.07%₹56.60 Cr
Bosch LtdConsumer Discretionary1.12%₹56.42 Cr
Bharat Heavy Electricals LtdIndustrials1.06%₹56.23 Cr
Bharat Heavy Electricals LtdIndustrials1.06%₹56.23 Cr
Indus Towers LtdTechnology1.06%₹55.90 Cr
Indus Towers LtdTechnology1.06%₹55.90 Cr
Indus Towers LtdTechnology1.12%₹55.80 Cr
Voltas LtdIndustrials1.05%₹55.34 Cr
Voltas LtdIndustrials1.05%₹55.34 Cr
Bosch LtdConsumer Discretionary1.04%₹55.09 Cr
Bosch LtdConsumer Discretionary1.04%₹55.09 Cr
Tata Chemicals LtdMaterials1.04%₹54.82 Cr
Tata Chemicals LtdMaterials1.04%₹54.82 Cr
Kpr Mills LtdConsumer Discretionary1.10%₹54.62 Cr
Voltas LtdIndustrials1.07%₹54.14 Cr
Biocon LtdHealthcare1.06%₹53.46 Cr
Jindal Steel & Power LtdMaterials1.01%₹53.34 Cr
Jindal Steel & Power LtdMaterials1.01%₹53.34 Cr
Jindal Steel & Power LtdMaterials1.05%₹53.19 Cr
Voltas LtdIndustrials1.07%₹53.11 Cr
Indus Towers LtdTechnology1.05%₹52.71 Cr
Metro Brands LtdConsumer Discretionary1.04%₹52.31 Cr
Marico LtdConsumer Staples0.98%₹51.84 Cr
Marico LtdConsumer Staples0.98%₹51.84 Cr
Granules India LtdHealthcare1.03%₹51.74 Cr
Skf India LtdIndustrials1.03%₹51.46 Cr
Power Finance Corporation LtdFinancial1.02%₹51.28 Cr
Power Finance Corporation LtdFinancial1.03%₹51.24 Cr
Kpr Mills LtdConsumer Discretionary0.97%₹51.24 Cr
Kpr Mills LtdConsumer Discretionary0.97%₹51.24 Cr
Hdb Financial Services Limited EqFinancial0.97%₹51.19 Cr
Hdb Financial Services Limited EqFinancial0.97%₹51.19 Cr
Kpr Mills LtdConsumer Discretionary1.01%₹51.02 Cr
Astral LtdIndustrials0.96%₹50.75 Cr
Astral LtdIndustrials0.96%₹50.75 Cr
Bharat Heavy Electricals LtdIndustrials1.00%₹50.51 Cr
Phoenix Mills LtdReal Estate0.96%₹50.48 Cr
Phoenix Mills LtdReal Estate0.96%₹50.48 Cr
Power Finance Corporation LtdFinancial0.95%₹50.41 Cr
Power Finance Corporation LtdFinancial0.95%₹50.41 Cr
Marico LtdConsumer Staples1.00%₹50.21 Cr
Skf India LtdIndustrials0.98%₹49.51 Cr
Astral LtdIndustrials0.98%₹49.04 Cr
Page Industries LtdConsumer Discretionary0.98%₹48.81 Cr
Ashok Leyland LtdIndustrials0.97%₹48.42 Cr
Jindal Steel & Power LtdMaterials0.97%₹48.25 Cr
Teamlease Services LtdIndustrials0.97%₹48.13 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology0.91%₹47.88 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology0.91%₹47.88 Cr
Astral LtdIndustrials0.95%₹47.82 Cr
Granules India LtdHealthcare0.95%₹47.53 Cr
Teamlease Services LtdIndustrials0.93%₹46.71 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology0.93%₹46.71 Cr
Phoenix Mills LtdReal Estate0.93%₹46.67 Cr
G R Infraprojects LtdIndustrials0.92%₹46.45 Cr
G R Infraprojects LtdIndustrials0.93%₹46.34 Cr
Metro Brands LtdConsumer Discretionary0.87%₹45.76 Cr
Metro Brands LtdConsumer Discretionary0.87%₹45.76 Cr
Phoenix Mills LtdReal Estate0.89%₹44.52 Cr
G R Infraprojects LtdIndustrials0.84%₹44.38 Cr
G R Infraprojects LtdIndustrials0.84%₹44.38 Cr
Teamlease Services LtdIndustrials0.83%₹44.05 Cr
Teamlease Services LtdIndustrials0.83%₹44.05 Cr
Sonata Software LtdTechnology0.87%₹43.11 Cr
Page Industries LtdConsumer Discretionary0.78%₹41.20 Cr
Page Industries LtdConsumer Discretionary0.78%₹41.20 Cr
Page Industries LtdConsumer Discretionary0.81%₹40.69 Cr
Sonata Software LtdTechnology0.77%₹40.68 Cr
Sonata Software LtdTechnology0.77%₹40.68 Cr
Indian Railway Catering & Tourism Corporation LtdIndustrials0.80%₹39.93 Cr
Indian Railway Catering & Tourism Corporation LtdIndustrials0.75%₹39.53 Cr
Indian Railway Catering & Tourism Corporation LtdIndustrials0.75%₹39.53 Cr
Sobha LtdReal Estate0.79%₹39.17 Cr
Acc LtdMaterials0.74%₹39.10 Cr
Acc LtdMaterials0.74%₹39.10 Cr
Indian Railway Catering & Tourism Corporation LtdIndustrials0.76%₹38.52 Cr
Sonata Software LtdTechnology0.75%₹38.07 Cr
Acc LtdMaterials0.75%₹37.92 Cr
Carborundum Universal LtdMaterials0.75%₹37.22 Cr
Acc LtdMaterials0.75%₹37.17 Cr
Carborundum Universal LtdMaterials0.73%₹36.99 Cr
Mahindra Logistics LtdIndustrials0.69%₹36.53 Cr
Mahindra Logistics LtdIndustrials0.69%₹36.53 Cr
Sobha LtdReal Estate0.72%₹36.45 Cr
Carborundum Universal LtdMaterials0.68%₹36.02 Cr
Carborundum Universal LtdMaterials0.68%₹36.02 Cr
Bharat Heavy Electricals LtdIndustrials0.72%₹35.77 Cr
Mahindra Logistics LtdIndustrials0.70%₹35.50 Cr
Brigade Enterprises LtdReal Estate0.64%₹33.91 Cr
Brigade Enterprises LtdReal Estate0.64%₹33.91 Cr
Brigade Enterprises LtdReal Estate0.66%₹32.94 Cr
3m India LtdDiversified0.65%₹32.34 Cr
3m India LtdDiversified0.59%₹31.08 Cr
3m India LtdDiversified0.59%₹31.08 Cr
3m India LtdDiversified0.61%₹30.96 Cr
Brigade Enterprises LtdReal Estate0.58%₹29.28 Cr
Skf India (industrial) Ltd.0.55%₹28.79 Cr
Skf India (industrial) Ltd.0.55%₹28.79 Cr
Linde India LtdMaterials0.54%₹26.81 Cr
Torrent Power LtdEnergy & Utilities0.50%₹26.33 Cr
Torrent Power LtdEnergy & Utilities0.50%₹26.33 Cr
Torrent Power LtdEnergy & Utilities0.53%₹26.20 Cr
Linde India LtdMaterials0.51%₹25.47 Cr
Mahindra Logistics LtdIndustrials0.51%₹25.20 Cr
Linde India LtdMaterials0.46%₹24.52 Cr
Linde India LtdMaterials0.46%₹24.52 Cr
Torrent Power LtdEnergy & Utilities0.48%₹24.38 Cr
Metro Brands LtdConsumer Discretionary0.43%₹21.65 Cr
Skf India LtdIndustrials0.40%₹20.92 Cr
Skf India LtdIndustrials0.40%₹20.92 Cr
Hdb Financial Services Limited EqFinancial0.30%₹15.01 Cr
Mahindra Logistics Ltd. - Right Entitlement1Industrials0.03%₹1.32 Cr
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Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Mid Cap Fund Direct-growth increase ₹241.86 18.74% 28.11% -
Quant Mid Cap Fund-growth increase ₹214.82 17.12% 26.05% -
Aditya Birla Sun Life Mid Cap Direct Fund-growth increase ₹902.48 21.88% 24.38% -
Aditya Birla Sun Life Mid Cap Fund Regular-growth increase ₹807.84 20.85% 23.31% -
Taurus Mid Cap Fund Direct - Growth increase ₹131.37 18.71% 20.18% -
Taurus Mid Cap Fund Regular - Growth increase ₹124.28 18.26% 19.73% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Mid Cap Direct Plan-idcw

What is the current AUM of Tata Mid Cap Direct Plan-idcw?

As of Thu Jul 31, 2025, Tata Mid Cap Direct Plan-idcw manages assets worth ₹4,984.2 crore

How has Tata Mid Cap Direct Plan-idcw performed recently?

  • 3 Months: -0.21%
  • 6 Months: 16.76%

What is the long-term performance of Tata Mid Cap Direct Plan-idcw?

  • 3 Years CAGR: 22.24%
  • 5 Years CAGR: 25.38%
  • Since Inception: 19.71%

What is the portfolio composition of Tata Mid Cap Direct Plan-idcw?

Equity: 95.39%, Others: 4.61%.

Who manages Tata Mid Cap Direct Plan-idcw?

Tata Mid Cap Direct Plan-idcw is managed by Satish Chandra Mishra from Tata Mutual Fund.

What is the market-cap allocation of Tata Mid Cap Direct Plan-idcw?

Large Cap: 11.59%, Mid Cap: 73.78%, Small Cap: 14.64%.

Which are the top companies Tata Mid Cap Direct Plan-idcw has invested in?

  • Repo – 3.47% of the fund's portfolio
  • Max Financial Services Ltd – 3.31% of the fund's portfolio
  • Cummins India Ltd – 3.04% of the fund's portfolio
  • Cummins India Ltd – 3.04% of the fund's portfolio
  • Indian Bank – 3.01% of the fund's portfolio

Which are the major sectors Tata Mid Cap Direct Plan-idcw focuses on?

  • Industrials – 76.14% of the fund's portfolio
  • Financial – 69.63% of the fund's portfolio
  • Healthcare – 59.04% of the fund's portfolio
  • Materials – 51.73% of the fund's portfolio
  • Consumer Discretionary – 48.67% of the fund's portfolio
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Past performance may not be indicative of future results.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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