Tata Mid Cap Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
17.74%
Expense Ratio
0.85%
as of 01/07/2026
AUM
₹597.24 Cr
Qtr End: Mar 26
NAV
₹533.698
as of 17/07/2026
3Y Returns (CAGR)
17.74%
Expense Ratio
0.85%
as of 01/07/2026
AUM
₹597.24 Cr
Qtr End: Mar 26
NAV
₹533.698
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.02% | 21.63% | 13.44% |
| 6M | 5.35% | 10.98% | 18.55% |
| 1Y | 7.18% | 7.18% | 14.97% |
| 3Y | 63.23% | 17.74% | 15.70% |
| 5Y | 113.38% | 16.37% | 15.73% |
Scheme Details
- Launch Date
- 15/06/1994
- Fund Age
- 32.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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