Fund Overview of Tata Mid Cap Direct Plan-idcw
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₹4,984.2 CrAUM
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₹169.21NAV
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0.64%Expense Ratio
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EquityFund Category
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% |
Asset Allocation
equities
95.39%other assets or cash equivalents
4.61%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%. Fund Manager Manager EducationAbout Tata Mid Cap Direct Plan-idcw
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%.
Key Metrics of Tata Mid Cap Direct Plan-idcw
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Standard Deviation14.64%
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Sharpe Ratio0.92%
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Alpha0.53%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Quant Mid Cap Fund Direct-growth |
₹8,778 | 1.64% | 1.55% | 0.77% | 18.74% | 28.11% |
| Quant Mid Cap Fund-growth |
₹8,778 | 1.54% | 1.28% | -0.34% | 17.12% | 26.05% |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹6,106 | 2.25% | 2.68% | 8.02% | 21.88% | 24.38% |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | 2.18% | 2.46% | 7.12% | 20.85% | 23.31% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | 1.97% | 2.77% | 6.55% | 18.71% | 20.18% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | 1.94% | 2.66% | 6.10% | 18.26% | 19.73% |
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Tata Mid Cap Direct Plan-growth
|
₹4,984 | 3.43% | 4.58% | 9.06% | 8.72% | 23.54% |
|
Tata Mid Cap Fund Regular-growth
|
₹4,984 | 3.31% | 4.26% | 8.40% | 7.38% | 22.08% |
|
Tata Mid Cap Fund Regular-idcw
|
₹4,984 | 3.31% | 4.26% | 8.40% | 7.38% | 22.08% |
|
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth
|
₹957 | 2.81% | 2.89% | 4.09% | 1.78% | 22.39% |
|
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct - Growth
|
₹957 | 2.86% | 3.05% | 4.42% | 2.42% | 23.28% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct - Idcw
|
₹957 | 2.86% | 3.05% | 4.42% | 2.42% | 23.28% |
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Tata Nifty Midcap 150 Index Fund Regular-growth
|
₹108 | 2.87% | 4.19% | - | - | - |
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Tata Nifty Midcap 150 Index Fund Direct-growth
|
₹108 | 2.96% | 4.44% | - | - | - |
|
Tata Nifty Midcap 150 Index Fund Regular-idcw
|
₹108 | 2.87% | 4.19% | - | - | - |
|
Tata Nifty Midcap 150 Index Fund Direct-idcw
|
₹108 | 2.96% | 4.44% | - | - | - |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Quant Mid Cap Fund-growth |
₹8,778 | ₹214.82 | 17.12% | 26.05% | 17.08% |
| Quant Mid Cap Fund Direct-growth |
₹8,778 | ₹241.86 | 18.74% | 28.11% | 18.41% |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | ₹807.84 | 20.85% | 23.31% | 14.09% |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹6,106 | ₹902.48 | 21.88% | 24.38% | 15.11% |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth |
₹379 | ₹25.31 | 24.45% | - | - |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth |
₹379 | ₹24.59 | 23.72% | - | - |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹131.37 | 18.71% | 20.18% | 15.68% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹124.28 | 18.26% | 19.73% | 15.19% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 3.47% | ₹174.94 Cr |
| Max Financial Services Ltd | Financial | 3.31% | ₹165.15 Cr |
| Cummins India Ltd | Industrials | 3.04% | ₹160.60 Cr |
| Cummins India Ltd | Industrials | 3.04% | ₹160.60 Cr |
| Indian Bank | Financial | 3.01% | ₹158.76 Cr |
| Indian Bank | Financial | 3.01% | ₹158.76 Cr |
| Alkem Laboratories Ltd | Healthcare | 2.91% | ₹153.58 Cr |
| Alkem Laboratories Ltd | Healthcare | 2.91% | ₹153.58 Cr |
| Alkem Laboratories Ltd | Healthcare | 3.00% | ₹151.31 Cr |
| Cash/net Current Assets | Unspecified | 2.95% | ₹149.45 Cr |
| Au Small Finance Bank Ltd | Financial | 2.82% | ₹149.23 Cr |
| Au Small Finance Bank Ltd | Financial | 2.82% | ₹149.23 Cr |
| Cummins India Ltd | Industrials | 2.88% | ₹145.16 Cr |
| Alkem Laboratories Ltd | Healthcare | 2.82% | ₹140.32 Cr |
| Indian Bank | Financial | 2.75% | ₹138.79 Cr |
| Repo | Unspecified | 2.52% | ₹133.23 Cr |
| Repo | Unspecified | 2.52% | ₹133.23 Cr |
| Cummins India Ltd | Industrials | 2.64% | ₹131.44 Cr |
| Uno Minda Ltd | Consumer Discretionary | 2.58% | ₹130.03 Cr |
| Repo | Unspecified | 2.58% | ₹128.58 Cr |
| Au Small Finance Bank Ltd | Financial | 2.53% | ₹126.06 Cr |
| The Federal Bank Ltd | Financial | 2.37% | ₹125.35 Cr |
| The Federal Bank Ltd | Financial | 2.37% | ₹125.35 Cr |
| Au Small Finance Bank Ltd | Financial | 2.47% | ₹124.34 Cr |
| Uno Minda Ltd | Consumer Discretionary | 2.34% | ₹123.66 Cr |
| Uno Minda Ltd | Consumer Discretionary | 2.34% | ₹123.66 Cr |
| Upl Ltd | Materials | 2.32% | ₹122.42 Cr |
| Upl Ltd | Materials | 2.32% | ₹122.42 Cr |
| L&t Finance Holdings Ltd | Financial | 2.30% | ₹121.72 Cr |
| L&t Finance Holdings Ltd | Financial | 2.30% | ₹121.72 Cr |
| Upl Ltd | Materials | 2.40% | ₹119.65 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.26% | ₹119.62 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.26% | ₹119.62 Cr |
| Patanjali Foods Ltd | Consumer Staples | 2.39% | ₹119.02 Cr |
| Max Financial Services Ltd | Financial | 2.34% | ₹118.19 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.37% | ₹117.99 Cr |
| Lupin Ltd | Healthcare | 2.23% | ₹117.81 Cr |
| Lupin Ltd | Healthcare | 2.23% | ₹117.81 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.32% | ₹117.16 Cr |
| Bharti Hexacom Ltd. | Technology | 2.21% | ₹116.72 Cr |
| Bharti Hexacom Ltd. | Technology | 2.21% | ₹116.72 Cr |
| Max Financial Services Ltd | Financial | 2.20% | ₹115.99 Cr |
| Max Financial Services Ltd | Financial | 2.20% | ₹115.99 Cr |
| Lupin Ltd | Healthcare | 2.32% | ₹115.75 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.32% | ₹115.62 Cr |
| Indian Bank | Financial | 2.31% | ₹114.94 Cr |
| Patanjali Foods Ltd | Consumer Staples | 2.17% | ₹114.79 Cr |
| Patanjali Foods Ltd | Consumer Staples | 2.17% | ₹114.79 Cr |
| Lupin Ltd | Healthcare | 2.27% | ₹114.68 Cr |
| Aurobindo Pharma Ltd | Healthcare | 2.29% | ₹113.98 Cr |
| Aurobindo Pharma Ltd | Healthcare | 2.16% | ₹113.89 Cr |
| Aurobindo Pharma Ltd | Healthcare | 2.16% | ₹113.89 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.15% | ₹113.47 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.15% | ₹113.47 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.25% | ₹113.39 Cr |
| L&t Finance Holdings Ltd | Financial | 2.22% | ₹112.18 Cr |
| Upl Ltd | Materials | 2.21% | ₹111.49 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.20% | ₹111.13 Cr |
| Cash/net Current Assets | Unspecified | 2.09% | ₹109.85 Cr |
| Cash/net Current Assets | Unspecified | 2.09% | ₹109.85 Cr |
| Patanjali Foods Ltd | Consumer Staples | 2.18% | ₹109.72 Cr |
| Aurobindo Pharma Ltd | Healthcare | 2.15% | ₹108.39 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.04% | ₹107.61 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 2.04% | ₹107.61 Cr |
| Bharti Hexacom Ltd. | Technology | 2.14% | ₹106.66 Cr |
| Jk Cement Ltd | Materials | 2.14% | ₹106.54 Cr |
| Pi Industries Ltd | Materials | 2.13% | ₹106.27 Cr |
| Uno Minda Ltd | Consumer Discretionary | 2.09% | ₹104.26 Cr |
| Bharti Hexacom Ltd. | Technology | 2.06% | ₹104.12 Cr |
| Jk Cement Ltd | Materials | 2.00% | ₹100.80 Cr |
| Jk Cement Ltd | Materials | 1.88% | ₹99.42 Cr |
| Jk Cement Ltd | Materials | 1.88% | ₹99.42 Cr |
| Mphasis Ltd | Technology | 1.98% | ₹98.67 Cr |
| Mphasis Ltd | Technology | 1.85% | ₹97.76 Cr |
| Mphasis Ltd | Technology | 1.85% | ₹97.76 Cr |
| Mphasis Ltd | Technology | 1.86% | ₹93.89 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.87% | ₹93.45 Cr |
| The Federal Bank Ltd | Financial | 1.83% | ₹91.09 Cr |
| Pi Industries Ltd | Materials | 1.69% | ₹89.44 Cr |
| Pi Industries Ltd | Materials | 1.69% | ₹89.44 Cr |
| Oberoi Realty Ltd | Real Estate | 1.68% | ₹88.92 Cr |
| Oberoi Realty Ltd | Real Estate | 1.68% | ₹88.92 Cr |
| Kajaria Ceramics Ltd | Industrials | 1.77% | ₹88.28 Cr |
| Jsw Infrastructure Ltd | Industrials | 1.75% | ₹88.27 Cr |
| Pi Industries Ltd | Materials | 1.74% | ₹87.84 Cr |
| The Federal Bank Ltd | Financial | 1.72% | ₹86.82 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.63% | ₹86.09 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.63% | ₹86.09 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.62% | ₹85.68 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.62% | ₹85.68 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 1.71% | ₹85.36 Cr |
| Jsw Infrastructure Ltd | Industrials | 1.71% | ₹85.33 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.66% | ₹83.60 Cr |
| The Ramco Cements Ltd | Materials | 1.65% | ₹82.40 Cr |
| Oberoi Realty Ltd | Real Estate | 1.64% | ₹81.51 Cr |
| Jsw Infrastructure Ltd | Industrials | 1.54% | ₹81.16 Cr |
| Jsw Infrastructure Ltd | Industrials | 1.54% | ₹81.16 Cr |
| L&t Finance Holdings Ltd | Financial | 1.63% | ₹81.04 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.58% | ₹79.81 Cr |
| Muthoot Finance Ltd | Financial | 1.50% | ₹79.47 Cr |
| Muthoot Finance Ltd | Financial | 1.50% | ₹79.47 Cr |
| Oberoi Realty Ltd | Real Estate | 1.57% | ₹79.11 Cr |
| Muthoot Finance Ltd | Financial | 1.53% | ₹76.93 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.45% | ₹76.49 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.45% | ₹76.49 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 1.44% | ₹76.09 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 1.44% | ₹76.09 Cr |
| Thermax Ltd | Industrials | 1.52% | ₹75.55 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.51% | ₹75.32 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 1.48% | ₹74.87 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.50% | ₹74.67 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.50% | ₹74.57 Cr |
| Navin Fluorine International Ltd | Materials | 1.40% | ₹73.94 Cr |
| Navin Fluorine International Ltd | Materials | 1.40% | ₹73.94 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.46% | ₹73.78 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 1.48% | ₹73.61 Cr |
| The Ramco Cements Ltd | Materials | 1.38% | ₹73.11 Cr |
| The Ramco Cements Ltd | Materials | 1.38% | ₹73.11 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.45% | ₹72.98 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.38% | ₹72.86 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.38% | ₹72.86 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.37% | ₹72.58 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.37% | ₹72.58 Cr |
| Kajaria Ceramics Ltd | Industrials | 1.37% | ₹72.46 Cr |
| Kajaria Ceramics Ltd | Industrials | 1.37% | ₹72.46 Cr |
| Persistent Systems Ltd | Technology | 1.34% | ₹71.00 Cr |
| Persistent Systems Ltd | Technology | 1.34% | ₹71.00 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.33% | ₹70.26 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.33% | ₹70.26 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.39% | ₹70.18 Cr |
| Kajaria Ceramics Ltd | Industrials | 1.39% | ₹70.01 Cr |
| The Ramco Cements Ltd | Materials | 1.37% | ₹68.98 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.38% | ₹68.66 Cr |
| Bharat Electronics Ltd | Industrials | 1.29% | ₹68.18 Cr |
| Bharat Electronics Ltd | Industrials | 1.29% | ₹68.18 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.35% | ₹67.40 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.32% | ₹66.68 Cr |
| Navin Fluorine International Ltd | Materials | 1.32% | ₹65.62 Cr |
| Muthoot Finance Ltd | Financial | 1.31% | ₹65.31 Cr |
| Bharat Electronics Ltd | Industrials | 1.28% | ₹64.63 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.29% | ₹64.30 Cr |
| Persistent Systems Ltd | Technology | 1.24% | ₹61.93 Cr |
| Aia Engineering Ltd | Industrials | 1.17% | ₹61.75 Cr |
| Aia Engineering Ltd | Industrials | 1.17% | ₹61.75 Cr |
| Thermax Ltd | Industrials | 1.17% | ₹61.72 Cr |
| Thermax Ltd | Industrials | 1.17% | ₹61.72 Cr |
| Biocon Ltd | Healthcare | 1.23% | ₹61.36 Cr |
| Bharat Electronics Ltd | Industrials | 1.23% | ₹61.30 Cr |
| Thermax Ltd | Industrials | 1.21% | ₹60.79 Cr |
| Tata Chemicals Ltd | Materials | 1.21% | ₹60.47 Cr |
| Cash/net Current Assets | Unspecified | 1.21% | ₹60.15 Cr |
| Navin Fluorine International Ltd | Materials | 1.19% | ₹60.08 Cr |
| Bosch Ltd | Consumer Discretionary | 1.20% | ₹59.73 Cr |
| Aia Engineering Ltd | Industrials | 1.19% | ₹59.52 Cr |
| Biocon Ltd | Healthcare | 1.10% | ₹58.33 Cr |
| Biocon Ltd | Healthcare | 1.10% | ₹58.33 Cr |
| Aia Engineering Ltd | Industrials | 1.15% | ₹58.01 Cr |
| Persistent Systems Ltd | Technology | 1.15% | ₹57.87 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.15% | ₹57.79 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.09% | ₹57.41 Cr |
| Balkrishna Industries Ltd | Consumer Discretionary | 1.09% | ₹57.41 Cr |
| Ashok Leyland Ltd | Industrials | 1.13% | ₹57.07 Cr |
| Tata Chemicals Ltd | Materials | 1.12% | ₹56.61 Cr |
| Ashok Leyland Ltd | Industrials | 1.07% | ₹56.61 Cr |
| Ashok Leyland Ltd | Industrials | 1.07% | ₹56.61 Cr |
| Granules India Ltd | Healthcare | 1.07% | ₹56.60 Cr |
| Granules India Ltd | Healthcare | 1.07% | ₹56.60 Cr |
| Bosch Ltd | Consumer Discretionary | 1.12% | ₹56.42 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.06% | ₹56.23 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.06% | ₹56.23 Cr |
| Indus Towers Ltd | Technology | 1.06% | ₹55.90 Cr |
| Indus Towers Ltd | Technology | 1.06% | ₹55.90 Cr |
| Indus Towers Ltd | Technology | 1.12% | ₹55.80 Cr |
| Voltas Ltd | Industrials | 1.05% | ₹55.34 Cr |
| Voltas Ltd | Industrials | 1.05% | ₹55.34 Cr |
| Bosch Ltd | Consumer Discretionary | 1.04% | ₹55.09 Cr |
| Bosch Ltd | Consumer Discretionary | 1.04% | ₹55.09 Cr |
| Tata Chemicals Ltd | Materials | 1.04% | ₹54.82 Cr |
| Tata Chemicals Ltd | Materials | 1.04% | ₹54.82 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 1.10% | ₹54.62 Cr |
| Voltas Ltd | Industrials | 1.07% | ₹54.14 Cr |
| Biocon Ltd | Healthcare | 1.06% | ₹53.46 Cr |
| Jindal Steel & Power Ltd | Materials | 1.01% | ₹53.34 Cr |
| Jindal Steel & Power Ltd | Materials | 1.01% | ₹53.34 Cr |
| Jindal Steel & Power Ltd | Materials | 1.05% | ₹53.19 Cr |
| Voltas Ltd | Industrials | 1.07% | ₹53.11 Cr |
| Indus Towers Ltd | Technology | 1.05% | ₹52.71 Cr |
| Metro Brands Ltd | Consumer Discretionary | 1.04% | ₹52.31 Cr |
| Marico Ltd | Consumer Staples | 0.98% | ₹51.84 Cr |
| Marico Ltd | Consumer Staples | 0.98% | ₹51.84 Cr |
| Granules India Ltd | Healthcare | 1.03% | ₹51.74 Cr |
| Skf India Ltd | Industrials | 1.03% | ₹51.46 Cr |
| Power Finance Corporation Ltd | Financial | 1.02% | ₹51.28 Cr |
| Power Finance Corporation Ltd | Financial | 1.03% | ₹51.24 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 0.97% | ₹51.24 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 0.97% | ₹51.24 Cr |
| Hdb Financial Services Limited Eq | Financial | 0.97% | ₹51.19 Cr |
| Hdb Financial Services Limited Eq | Financial | 0.97% | ₹51.19 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 1.01% | ₹51.02 Cr |
| Astral Ltd | Industrials | 0.96% | ₹50.75 Cr |
| Astral Ltd | Industrials | 0.96% | ₹50.75 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.00% | ₹50.51 Cr |
| Phoenix Mills Ltd | Real Estate | 0.96% | ₹50.48 Cr |
| Phoenix Mills Ltd | Real Estate | 0.96% | ₹50.48 Cr |
| Power Finance Corporation Ltd | Financial | 0.95% | ₹50.41 Cr |
| Power Finance Corporation Ltd | Financial | 0.95% | ₹50.41 Cr |
| Marico Ltd | Consumer Staples | 1.00% | ₹50.21 Cr |
| Skf India Ltd | Industrials | 0.98% | ₹49.51 Cr |
| Astral Ltd | Industrials | 0.98% | ₹49.04 Cr |
| Page Industries Ltd | Consumer Discretionary | 0.98% | ₹48.81 Cr |
| Ashok Leyland Ltd | Industrials | 0.97% | ₹48.42 Cr |
| Jindal Steel & Power Ltd | Materials | 0.97% | ₹48.25 Cr |
| Teamlease Services Ltd | Industrials | 0.97% | ₹48.13 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 0.91% | ₹47.88 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 0.91% | ₹47.88 Cr |
| Astral Ltd | Industrials | 0.95% | ₹47.82 Cr |
| Granules India Ltd | Healthcare | 0.95% | ₹47.53 Cr |
| Teamlease Services Ltd | Industrials | 0.93% | ₹46.71 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 0.93% | ₹46.71 Cr |
| Phoenix Mills Ltd | Real Estate | 0.93% | ₹46.67 Cr |
| G R Infraprojects Ltd | Industrials | 0.92% | ₹46.45 Cr |
| G R Infraprojects Ltd | Industrials | 0.93% | ₹46.34 Cr |
| Metro Brands Ltd | Consumer Discretionary | 0.87% | ₹45.76 Cr |
| Metro Brands Ltd | Consumer Discretionary | 0.87% | ₹45.76 Cr |
| Phoenix Mills Ltd | Real Estate | 0.89% | ₹44.52 Cr |
| G R Infraprojects Ltd | Industrials | 0.84% | ₹44.38 Cr |
| G R Infraprojects Ltd | Industrials | 0.84% | ₹44.38 Cr |
| Teamlease Services Ltd | Industrials | 0.83% | ₹44.05 Cr |
| Teamlease Services Ltd | Industrials | 0.83% | ₹44.05 Cr |
| Sonata Software Ltd | Technology | 0.87% | ₹43.11 Cr |
| Page Industries Ltd | Consumer Discretionary | 0.78% | ₹41.20 Cr |
| Page Industries Ltd | Consumer Discretionary | 0.78% | ₹41.20 Cr |
| Page Industries Ltd | Consumer Discretionary | 0.81% | ₹40.69 Cr |
| Sonata Software Ltd | Technology | 0.77% | ₹40.68 Cr |
| Sonata Software Ltd | Technology | 0.77% | ₹40.68 Cr |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | 0.80% | ₹39.93 Cr |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | 0.75% | ₹39.53 Cr |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | 0.75% | ₹39.53 Cr |
| Sobha Ltd | Real Estate | 0.79% | ₹39.17 Cr |
| Acc Ltd | Materials | 0.74% | ₹39.10 Cr |
| Acc Ltd | Materials | 0.74% | ₹39.10 Cr |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | 0.76% | ₹38.52 Cr |
| Sonata Software Ltd | Technology | 0.75% | ₹38.07 Cr |
| Acc Ltd | Materials | 0.75% | ₹37.92 Cr |
| Carborundum Universal Ltd | Materials | 0.75% | ₹37.22 Cr |
| Acc Ltd | Materials | 0.75% | ₹37.17 Cr |
| Carborundum Universal Ltd | Materials | 0.73% | ₹36.99 Cr |
| Mahindra Logistics Ltd | Industrials | 0.69% | ₹36.53 Cr |
| Mahindra Logistics Ltd | Industrials | 0.69% | ₹36.53 Cr |
| Sobha Ltd | Real Estate | 0.72% | ₹36.45 Cr |
| Carborundum Universal Ltd | Materials | 0.68% | ₹36.02 Cr |
| Carborundum Universal Ltd | Materials | 0.68% | ₹36.02 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 0.72% | ₹35.77 Cr |
| Mahindra Logistics Ltd | Industrials | 0.70% | ₹35.50 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.64% | ₹33.91 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.64% | ₹33.91 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.66% | ₹32.94 Cr |
| 3m India Ltd | Diversified | 0.65% | ₹32.34 Cr |
| 3m India Ltd | Diversified | 0.59% | ₹31.08 Cr |
| 3m India Ltd | Diversified | 0.59% | ₹31.08 Cr |
| 3m India Ltd | Diversified | 0.61% | ₹30.96 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.58% | ₹29.28 Cr |
| Skf India (industrial) Ltd. | 0.55% | ₹28.79 Cr | |
| Skf India (industrial) Ltd. | 0.55% | ₹28.79 Cr | |
| Linde India Ltd | Materials | 0.54% | ₹26.81 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.50% | ₹26.33 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.50% | ₹26.33 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.53% | ₹26.20 Cr |
| Linde India Ltd | Materials | 0.51% | ₹25.47 Cr |
| Mahindra Logistics Ltd | Industrials | 0.51% | ₹25.20 Cr |
| Linde India Ltd | Materials | 0.46% | ₹24.52 Cr |
| Linde India Ltd | Materials | 0.46% | ₹24.52 Cr |
| Torrent Power Ltd | Energy & Utilities | 0.48% | ₹24.38 Cr |
| Metro Brands Ltd | Consumer Discretionary | 0.43% | ₹21.65 Cr |
| Skf India Ltd | Industrials | 0.40% | ₹20.92 Cr |
| Skf India Ltd | Industrials | 0.40% | ₹20.92 Cr |
| Hdb Financial Services Limited Eq | Financial | 0.30% | ₹15.01 Cr |
| Mahindra Logistics Ltd. - Right Entitlement1 | Industrials | 0.03% | ₹1.32 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Mid Cap Fund Direct-growth |
₹241.86 | 18.74% | 28.11% | - |
| Quant Mid Cap Fund-growth |
₹214.82 | 17.12% | 26.05% | - |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹902.48 | 21.88% | 24.38% | - |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹807.84 | 20.85% | 23.31% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹131.37 | 18.71% | 20.18% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹124.28 | 18.26% | 19.73% | - |
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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^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.


