TickerKhojTata Mutual Fund · Equity · Mid Cap · Direct plan
Tata Mid Cap Fund - Direct Plan - Growth
₹492.5189NAV on 30 Oct 2026Expense ratio 0.84%
29 Oct 2025NAV low 455.08 · high 544.74-2.7%
In plain words
Over 3 years it returned +13.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.2%.
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 | -2.9% | +1.9% |
| 3 months | -7.2% | -5.1% |
| 6 months | -2.5% | -3.2% |
| 1 year | -2.7% | -10.2% |
| 3 years (yearly) | +13.5% | +7.4% |
| 5 years (yearly) | +13.2% | +6.5% |
| 10 years (yearly) | +15.4% | +11.3% |
| Since start (yearly) | +18.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,144 | -5.2% |
| 3 years | ₹3,60,000 | ₹3,84,972 | +4.2% |
| 5 years | ₹5,90,000 | ₹7,99,131 | +11.9% |
| 10 years | ₹11,90,000 | ₹28,09,891 | +16.3% |
Other plan of this fund: Tata Mid Cap Fund - Regular Plan - Growth