SM
Satish MishraLead
Since Mar 2021
AUM managed
₹11,718.45Cr
Tenure
Since Mar 2021
Funds
3
Tata Mid Cap Reg Gr
Mid Cap FundTata Mutual Fund
NAV
₹436.23
-0.07% today
AUM
₹6,240.29 Cr
Fund size
Expense
2.02%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank#21 of 29
Risk-o-meterVery High Risk
BenchmarkNifty Midcap 150 TR INR (100%)
Number of holdings61
Inception01 Jul 1994
Exit load0.5
Risk metrics
Alpha-0.99
Beta0.89
Sharpe ratio0.58
Standard deviation16.27%
Sortino ratio0.87
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Tata Mid Cap Reg Gr
Tata Mid Cap Reg Gr is an open-ended Mid Cap Fund mutual fund scheme offered by Tata Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹436.23 per unit and the scheme manages ₹6,240.29 Cr in assets under management. The fund charges an expense ratio of 2.02% and is benchmarked against Nifty Midcap 150 TR INR (100%). Over the trailing 5 years, Tata Mid Cap Reg Gr has delivered +11.23% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Tata Mid Cap Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -2.96% | -4.32% |
| 3 months | -6.35% | -3.55% |
| 6 months | -0.32% | +5.78% |
| 1 year | +0.52% | +3.02% |
| 3 years | +11.65% | +14.37% |
| 5 years | +11.23% | +12.55% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -6.32% |
| 3 months | +5.68% | -2.30% |
| 6 months | +6.39% | +14.93% |
| 1 year | +12.05% | +5.19% |
| 3 years | +53.60% | +47.75% |
| 5 years | +107.58% | +88.75% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Tata Mid Cap Reg Gr — frequently asked questions
What is the NAV of Tata Mid Cap Reg Gr?
The latest net asset value (NAV) of Tata Mid Cap Reg Gr is ₹436.23 per unit, -0.07% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Tata Mid Cap Reg Gr delivered?
Tata Mid Cap Reg Gr has returned +11.23% over the trailing 5 years (1 year: +0.52%, 3 years: +11.65%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Tata Mid Cap Reg Gr?
Tata Mid Cap Reg Gr charges an expense ratio of 2.02% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Tata Mid Cap Reg Gr?
SEBI's riskometer classifies Tata Mid Cap Reg Gr as Very High Risk, which is typical for a Mid Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Tata Mid Cap Reg Gr?
You can start a SIP in Tata Mid Cap Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Tata Mid Cap Reg Gr?
Tata Mid Cap Reg Gr is managed by Tata Mutual Fund, holds ₹6,240.29 Cr in assets under management and invests across 61 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Tata Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Mid Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF277K01626
- Scheme code
- FSGBR071CG