Tata Mid Cap Fund Regular-Growth
The fund is rated 0 stars. Balance between returns and downside risk provided limited support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.03% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 6240.29 AUM and a 2.03 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (61)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Bharat Heavy Electricals Ltd. | 3.20% | ₹200 Cr | 45,18,139 |
| Mankind Pharma Ltd. | 3.10% | ₹193.54 Cr | 8,00,000 |
| Indusind Bank Ltd. | 3.10% | ₹193.15 Cr | 19,00,000 |
| Max Financial Services Ltd. | 3.03% | ₹188.77 Cr | 12,00,000 |
| One97 Communications Ltd. | 3.03% | ₹188.88 Cr | 11,00,000 |
| The Federal Bank Ltd. | 2.86% | ₹178.35 Cr | 50,00,000 |
| L&T Finance Ltd. | 2.83% | ₹176.55 Cr | 55,00,000 |
| Multi Commodity Exchange Of India Ltd. | 2.72% | ₹170 Cr | 5,00,000 |
| AU Small Finance Bank Ltd. | 2.61% | ₹162.93 Cr | 15,00,000 |
| Bharti Hexacom Ltd. | 2.53% | ₹157.64 Cr | 10,20,000 |
Fund details
Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of growth oriented mid cap companies.
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
Exit load of 0.50%, if redeemed within 30 days.