Meta Title

Tata Mid Cap Growth Fund - NAV, Returns, Performance, SIP Investment 2025

Meta Description

Discover Tata Mid Cap Growth Fund with latest NAV ₹467.98. Check investment objective, fund manager details, AUM ₹4505.38 Cr. Start SIP from ₹100. Invest in mid-cap opportunities today.

Investment Objective and Approach

The investment objective of the TATA Mid Cap Growth Fund Direct Plan-Growth is to reach long-term capital appreciation by equity investment in stocks of mid-cap companies with a strong prospect for growth. The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.

Tata Mid Cap Growth Fund focuses on capturing the long-term growth opportunities presented by India's evolving midcap space. With an investment philosophy grounded in fundamental analysis and sector diversification, this fund seeks to deliver capital appreciation while managing volatility.

The fund follows an active investment strategy that:

- Identifies undervalued mid-cap companies with strong fundamentals

- Focuses on businesses with sustainable competitive advantages

- Emphasizes companies with potential for above-average growth

- Maintains sector diversification to manage risk

Fund Managers

Rupesh Patel, Danesh Mistry is the Current Fund Manager of Tata Midcap Growth Direct Plan Growth fund. The fund management team brings extensive experience in analyzing mid-cap companies and has a proven track record of identifying growth opportunities in this segment.

Since July 2017 with Tata Asset Management Ltd. The fund managers have demonstrated expertise in:

- Mid-cap equity research and analysis

- Portfolio construction and risk management

- Sector allocation strategies

- Long-term value creation for investors

About the Fund House (AMC)

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.

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

Key highlights of Tata Asset Management:

- Part of the Tata Group legacy spanning over 150 years

- No. of schemes108

- Strong focus on research-driven investment approach

- Commitment to transparency and investor education

- Robust risk management framework

- Technology-enabled investment processes

Should I Invest in Tata Mid Cap Growth Fund?

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains.

Consider investing if you:

- Have a long-term investment horizon (5+ years)

- Seek exposure to India's growing mid-cap segment

- Can tolerate higher volatility for potentially higher returns

- Want professional fund management for mid-cap investments

- Prefer systematic investment through SIP route

Performance highlights:

- The fund has delivered a CAGR of 19.87 since inception.

- The TATA Mid Cap Fund was launched on Jan 01 2013.

- The AUM (i.e. assets under management) of Tata Mid Cap Growth Fund is ₹4505.38 Cr as of 23rd May 2025. The expense ratio of Tata Mid Cap Growth Fund Plan is 0.67 as of 23rd May 2025.

Important considerations:

- The Tata Midcap Growth Direct Plan Growth is rated Very High risk.

- Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

- Mid-cap funds can experience higher volatility compared to large-cap funds

- Suitable for investors with moderate to high risk tolerance

FAQs

What is today's NAV of Tata Mid Cap Fund?

The Latest NAV as of 23 May 2025 is ₹467.98. NAV is updated daily and reflects the current market value of the fund's holdings.

What is the AUM of Tata Mid Cap Fund?

The AUM (i.e. assets under management) of Tata Mid Cap Growth Fund is ₹4505.38 Cr as of 23rd May 2025. This represents the total value of assets managed by the fund.

What is the expense ratio of Tata Mid Cap Fund?

The expense ratio of Tata Mid Cap Growth Fund Plan is 0.67 as of 23rd May 2025. This is the annual fee charged by the fund house for managing your investments.

What are the returns of Tata Mid Cap Fund since inception?

The fund has delivered a CAGR of 19.87 since inception. The TATA Mid Cap Fund was launched on Jan 01 2013. Past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Tata Mid Cap Fund?

The minimum SIP for TATA Mid Cap Fund is ₹100. This makes it accessible for investors to start their investment journey with a small amount.

How do I invest in Tata Mid Cap Fund?

You can invest through Allvest's platform by completing your KYC, selecting the fund, choosing investment amount and mode (SIP/lumpsum). Allvest provides a seamless digital investment experience.

How to start a SIP in Tata Mid Cap Fund?

Through Allvest, select the fund, choose SIP option, set your monthly investment amount (minimum ₹100), select date and frequency. Complete the mandate setup for automatic deductions.

How do I automate an SIP in Tata Mid Cap Fund?

Set up an auto-debit mandate through Allvest's platform. This will automatically deduct your SIP amount from your bank account on the chosen date each month without manual intervention.

How can I withdraw/redeem my investment in Tata Mid Cap Fund?

Log into your Allvest account, navigate to your portfolio, select the fund, choose partial or full redemption. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. Redemption proceeds are typically credited within 1-3 business days.