Tata Mid Cap Growth Fund Regular Growth: NAV, Returns, Calculator, Expense Ratio & Review

Tata Mid Cap Growth Fund Regular Growth

Very High Risk

Equity

3 Star

NAV as of Aug 14, 2025

422.85

-0.15%1D Change

Returns since inception

12.79%p.a.

Very High Risk

Equity

3 Star

NAV as of Aug 14, 2025

422.85

-0.15%1D Change

Returns since inception

12.79%p.a.

Tata Mid Cap Growth Fund Regular Growth

Very High Risk|Equity|3 Star
NAV as of Aug 14, 2025

422.85

-0.15%1D

Returns since inception

12.79%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio1.9%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹3,954.92 Crore
  • Lock-in periodNo Lock-in
  • Age31 yrs since Jul 01, 1994
  • Min. investmentSIP ₹100 & Lump. ₹0
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
92.64%
Debt
0%
Others
7.36%
Top Holdings
Top Sectors
Holding NameAssets (%)
Max Financial Services Ltd3.31%
Cash / Net Current Asset3%
Alkem Laboratories Ltd2.82%
Cummins India Ltd2.64%
A) Repo2.58%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Edelweiss Mid Cap Fund Di...₹ 11,027 Cr
116.19
| 0.09%
Very High
Kotak Midcap Fund Direct ...₹ 57,375 Cr
156.11
| -0.04%
Very High
Nippon India Growth Mid C...₹ 38,581 Cr
4495.74
| -0.12%
Very High
ICICI Prudential MidCap F...₹ 6,654 Cr
328.55
| 0.00%
Very High

NAV History

FUND

Tata Mid Cap Growth Fund Regular Growth

NAV (Aug 14, 2025)₹422.85
ClassEquity
Inception DateJul 01, 1994
Fund ManagerSatish Mishra

FUND

Tata Mid Cap Growth Fund Regular Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹N/A
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Tata Mid Cap Growth0.06%-2.87%3.77%13.58%-1.75%20.14%

About Tata Asset Management Limited

Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.

Tata Asset Management Limited Details

  • No. of schemes108
  • Total AUM₹61,684.02 Crore
  • AddressTata Asset Management Private Limited, Mafatlal Centre, 9th Floor, Mumbai, 400 021
  • Phone+91 22 6657 8282
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

8,670 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.