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Tata Mid Cap Fund - Direct Plan- Growth Option is an equity scheme managed by Tata Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 24.15%, with the bottom and top quartiles at 22.01% and 27.20% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 0.68% on assets of ₹5,604Cr. The fund is currently managed by Satish Chandra Mishra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MANKIND PHARMA LIMITED | Healthcare | 3.21% |
| THE FEDERAL BANK LIMITED | Financial Services | 3.07% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 2.90% |
| INDIAN BANK | Financial Services | 2.79% |
| INDUSIND BANK LIMITED | Financial Services | 2.78% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 2.72% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 2.69% |
| UPL LIMITED | Basic Materials | 2.63% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 2.58% |
| MARICO LIMITED | Consumer Defensive | 2.42% |
| INDUS TOWERS LIMITED | Communication Services | 2.27% |
| MPHASIS LIMITED | Technology | 2.04% |
| UNO MINDA LIMITED | Consumer Cyclical | 1.99% |
| BSE LIMITED | Financial Services | 1.95% |
| Bharti Hexacom Limited | Communication Services | 1.90% |
| BHARAT FORGE LIMITED | Consumer Cyclical | 1.85% |
| AUROBINDO PHARMA LIMITED | Healthcare | 1.74% |
| CUMMINS INDIA LIMITED | Industrials | 1.69% |
| J.K.CEMENT LIMITED | Basic Materials | 1.63% |
| PATANJALI FOODS LIMITED | Consumer Defensive | 1.56% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.54% |
| VOLTAS LIMITED | Consumer Cyclical | 1.53% |
| OBEROI REALTY LIMITED | Real Estate | 1.49% |
| LUPIN LIMITED | Healthcare | 1.48% |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED | Consumer Cyclical | 1.48% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 9 | 13.09% |
| Healthcare | 6 | 5.67% |
| Capital Goods | — | 4.74% |
| Automobile and Auto Components | — | 3.62% |
| Chemicals | — | 3.38% |
| Telecommunication | — | 2.08% |
| Fast Moving Consumer Goods | — | 1.99% |
| Information Technology | — | 1.99% |
| Services | — | 1.79% |
| Construction Materials | — | 1.40% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.94% | 4.87% | 20.63% | 45.54% | 78.41% | 90.9% |
| 3Y | 15.85% | 22.01% | 24.15% | 27.20% | 32.67% | 100.0% |
| 5Y | 16.56% | 19.39% | 23.26% | 26.28% | 29.36% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 27.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.