Money Lancer
Equity: Mid Cap
Tata Mutual Fund
Tata Mutual Fund · Equity: Mid Cap

Tata Mid Cap Fund Regular Plan- Growth Option

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

EquityBenchmark · Nifty Midcap 150 TRITER · 1.83%Inception · 01-07-1994
NAV
465.84
+0.57% · as of 15-07-2026
Since inception
14.52%
CAGR
Benchmark (inception)
17.23%
CAGR
Fund size
₹5,868 Cr
AUM
Expense ratio
1.83%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +14.52% CAGR vs benchmark +17.23%.

Portfolio

Where the money is invested

Top holdings

MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-3.32%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.02%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-2.99%
BSE LIMITED EQ NEW FV RS. 2/-2.84%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.77%
INDUSIND BANK LIMITED EQ2.71%
INDIAN BANK EQ2.67%
AU SMALL FINANCE BANK LIMITED EQ2.58%
MARICO LIMITED NEW EQ RE.12.51%
INDUS TOWERS LIMITED EQ2.39%

Sector allocation

Financial Services29.24%
Healthcare12.38%
Capital Goods10.34%
Automobile and Auto Components7.37%
Chemicals5.09%
Telecommunication4.22%
Information Technology4.08%
Fast Moving Consumer Goods4.03%
Services3.53%
Consumer Durables3.24%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 14.5% p.a.
₹10,000
10 years
Projected value
₹27,05,558
Invested: ₹12,00,000
Gained: ₹15,05,558
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
S
Satish Chandra Mishra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102328
ISIN (Growth)
INF277K01626
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Mid Cap funds

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