TickerKhojTata Mutual Fund · Equity · Mid Cap · Regular plan
Tata Mid Cap Fund - Regular Plan - Growth
₹426.5277NAV on 30 Oct 2026Expense ratio 2.02%
29 Oct 2025NAV low 396.87 · high 472.78-3.8%
In plain words
Over 3 years it returned +12.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.6%.
On 3-year return it ranks 20 of 28 funds in Mid Cap.
A monthly SIP over 10 years ended ₹2,07,305 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -7.5% | -5.1% |
| 6 months | -3.1% | -3.2% |
| 1 year | -3.8% | -10.2% |
| 3 years (yearly) | +12.1% | +7.4% |
| 5 years (yearly) | +11.8% | +6.5% |
| 10 years (yearly) | +14.1% | +11.3% |
| Since start (yearly) | +13.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,290 | -6.4% |
| 3 years | ₹3,60,000 | ₹3,77,171 | +2.9% |
| 5 years | ₹5,90,000 | ₹7,71,384 | +10.5% |
| 10 years | ₹11,90,000 | ₹26,02,586 | +14.9% |
Other plan of this fund: Tata Mid Cap Fund - Direct Plan - Growth