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 · 2.04%Inception · 01-07-1994
NAV
460.18
-0.04% · as of 11-09-2026
Since inception
14.33%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹6,240 Cr
AUM
Expense ratio
2.04%
30-08-2026
Performance

Returns vs benchmark & category

Since inception: +14.33% CAGR vs benchmark +17.03%.

Portfolio

Where the money is invested

Top holdings

MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-3.47%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.37%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.19%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.70%
INDUSIND BANK LIMITED EQ2.68%
AU SMALL FINANCE BANK LIMITED EQ2.65%
BSE LIMITED EQ NEW FV RS. 2/-2.58%
INDIAN BANK EQ2.55%
MARICO LIMITED NEW EQ RE.12.49%
INDUS TOWERS LIMITED EQ2.34%

Sector allocation

Financial Services30.22%
Healthcare11.16%
Capital Goods10.87%
Automobile and Auto Components7.88%
Chemicals5.63%
Information Technology4.31%
Telecommunication4.11%
Services3.74%
Construction Materials3.25%
Consumer Durables3.23%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 14.3% p.a.
₹10,000
10 years
Projected value
₹26,74,260
Invested: ₹12,00,000
Gained: ₹14,74,260
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

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us