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Tata Mid Cap Fund
Fund Overview
| AUM (Fund size) | ₹5,283 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 31 yrs 5 m since Jun 15, 1994 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.84% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Mid Cap Fund | 2.31% | 8.81% | 8.2% | 22.17% | 22.2% | 16.0% |
| Nippon India Growth Mid Cap Fund | 0.8% | 7.22% | 8.82% | 26.22% | 27.26% | 18.33% |
| HDFC Mid Cap Fund | 2.32% | 9.53% | 12.76% | 26.52% | 27.41% | 18.53% |
| Motilal Oswal Midcap Fund | -0.03% | 5.29% | -0.23% | 26.98% | 30.12% | 17.96% |
| Kotak Midcap Fund | 0.0% | 8.88% | 7.87% | 22.22% | 24.62% | 18.11% |
| Edelweiss Mid Cap Fund | 1.68% | 8.13% | 9.47% | 25.83% | 26.93% | 18.46% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Mid Cap Fund | 14.55 | 0.9 | 0.97 | 1.36 |
| Nippon India Growth Mid Cap Fund | 15.48 | 0.96 | 1.13 | 1.66 |
| HDFC Mid Cap Fund | 13.86 | 0.86 | 1.29 | 1.84 |
| Motilal Oswal Midcap Fund | 17.71 | 0.92 | 1.04 | 1.3 |
| Kotak Midcap Fund | 15.01 | 0.89 | 0.99 | 1.22 |
| Edelweiss Mid Cap Fund | 15.59 | 0.94 | 1.09 | 1.44 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Mid Cap Fund | 5,283 Cr | 31 yrs 5 m | 1.84% |
| Nippon India Growth Mid Cap Fund | 41,268 Cr | 30 yrs 1 m | 1.54% |
| HDFC Mid Cap Fund | 89,383 Cr | 18 yrs 6 m | 1.36% |
| Motilal Oswal Midcap Fund | 37,501 Cr | 11 yrs 9 m | 1.53% |
| Kotak Midcap Fund | 60,385 Cr | 18 yrs 9 m | 1.38% |
| Edelweiss Mid Cap Fund | 12,647 Cr | 18 yrs | 1.68% |