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NAV as of ( Sep 09, 2022 )

277.6 0.21 % 1-D Change

19.45% p.a.

You get upto 1.31% extra returns

ET Money's Fund Report Card - Tata Midcap Growth Fund

ET Money Rank


Out of 20

Performance Quality info

Good drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Very Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

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Scheme Details

ET Money Rank 12 Out of 20
VRO Rating 3
Expense ratio 1.0%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 1,721 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark Nifty Midcap 150 TRI
Min. Investment

SIP 500  &

Lumpsum 5000

About Tata Midcap Growth Fund

Tata Midcap Growth Direct Plan-Growth is a Mid Cap mutual fund scheme from Tata Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Tata Midcap Growth Direct Plan-Growth has ₹1,721 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.0%, which is higher than what most other Mid Cap funds charge.
  • Tata Midcap Growth Direct Plan-Growth returns of last 1-year are 6.39%. Since launch, it has delivered 19.47% average annual returns. The fund has doubled the money invested in it every 3 yrs.
  • Tata Midcap Growth Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund has the majority of its money invested in Capital Goods, Automobile, Financial, Healthcare, Services sectors. It has taken less exposure in Capital Goods, Automobile sectors compared to other funds in the category.
  • The fund's top 5 holdings are in Thermax Ltd., Cummins India Ltd., PI Industries Ltd., Navin Fluorine International Ltd., Crisil Ltd..
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Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 16.84%

Mid Cap 73%

Small Cap 7.84%

Other Cap 0%

Allocation by Sector

Capital Goods 14.05%

Automobile 12.48%

Financial 11.38%

Healthcare 8.33%

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

Repo 1.87%

Cash/Net Current Assets 0.45%

Other Holdings

Others 1.87%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with mid cap Funds

as on Sep 12, 2022
3.7 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 3.7% 4.22% 21 / 28
3 months 17.17% 19.72% 23 / 27
6 months 9.19% 13.34% 22 / 25
1 year 5.82% 9.73% 19 / 23
3 years 26.17% 28.83% 15 / 21
5 years 14.23% 14.92% 11 / 19

Know in detail about the returns of this fund See detailed Return Analysis


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Tata Midcap Growth Fund


The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.

  • Std. Dev : 23.02
  • Alpha : -0.74
  • Beta : 0.9
  • Sharpe : 0.98
  • Sortino : 1.0
  • Profile

    Abhinav Sharma

    Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.

    Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.

  • Profile

    Satish Chandra Mishra

    Mr. Mishra has done & PGDM

    Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.

Tata Mutual Fund

Tata Mutual Fund



See all schemes


₹88,392 Crs

As on Jun 30, 2022

  • Email:
  • Phone: 1800-209-0101
  • Address: 9th Floor, Mafatlal Centre,
    Nariman Point,

    Mumbai, 400021

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Frequently asked questions

How are the returns of Tata Midcap Growth Fund ?

The Tata Midcap Growth Fund is a 9 yrs 8 m old fund and has delivered average annual returns of 19.45% since inception.

Tata Midcap Growth Fund Returns

1-Year 3-Year 5-Year Since Inception
5.82% 26.17% 14.23% 19.45%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Tata Midcap Growth Fund for Sep 09, 2022 is 277.6 .

Tata Midcap Growth Fund has an ET Money Rank of # 12 of 20 and a consistency rating of 3 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Tata Midcap Growth Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Tata Midcap Growth Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Tata Midcap Growth Fund is 1.0%.  .

Redeeming your investments in Tata Midcap Growth Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Tata Midcap Growth Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Tata Midcap Growth Fund is ₹1,721 Crs.

The Tata Midcap Growth Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Thermax Ltd. 3.23%
Cummins India Ltd. 3.12%
PI Industries Ltd. 2.9%
Navin Fluorine International Ltd. 2.48%
Crisil Ltd. 2.36%
Eicher Motors Ltd. 2.3%
Federal Bank Ltd. 2.24%
Bharat Forge Ltd. 2.24%
Phoenix Mills Ltd. 2.22%
Jubilant FoodWorks Ltd. 2.15%

The Tata Midcap Growth Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Capital Goods 14.05%
Automobile 12.48%
Financial 11.38%
Healthcare 8.33%
Services 7.98%
Chemicals 7.93%
Materials 7.51%
Construction 5.67%
Consumer Discretionary 4.91%
Technology 4.9%
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