Tata Mid Cap Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
15.82%
Expense Ratio
0.87%
as of 01/08/2026
AUM
₹630.01 Cr
Qtr End: Jun 26
NAV
₹534.225
as of 02/09/2026
3Y Returns (CAGR)
15.82%
Expense Ratio
0.87%
as of 01/08/2026
AUM
₹630.01 Cr
Qtr End: Jun 26
NAV
₹534.225
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.50% | 23.86% | 11.80% |
| 6M | 7.99% | 16.62% | 17.35% |
| 1Y | 9.49% | 9.49% | 14.84% |
| 3Y | 55.38% | 15.82% | 15.66% |
| 5Y | 106.80% | 15.64% | 15.63% |
Scheme Details
- Launch Date
- 15/06/1994
- Fund Age
- 32.2 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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