Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.45%
1 Month-10.51%
3 Months-11.26%
6 Months-6.58%
1 Year+1.94%
3 Years (CAGR)+18.17%
5 Years (CAGR)+14.94%
10 Years (CAGR)+15.41%
Since Inception (Apr 2006)+13.84%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-9.59%
3 Year SIP+5.14%
5 Year SIP+11.23%
Since Inception (Apr 2006)+15.62%
Fund Details
Fund HouseTata Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹5,505 Cr
Expense Ratio1.83%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code102328
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Mid Cap Fund Regular Plan- Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Tata Mid Cap Fund Regular Plan- Growth Option is a Mid Cap mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹5,505 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.83%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations