Tata Mid Cap Growth Fund - (IDCW)

Tata Mid Cap Growth Fund - (IDCW) is Mid Cap Fund Fund which belongs to the Tata Mid Cap Growth Fund house. With a total AUM of ₹ 4,505.38 Cr the fund has an all time CAGR of 17.93%. The current NAV of the plan stands at ₹ 117.20 and it comes under the Very High risk category.

The top 3 holdings of the fund are Max Financial (3.77%), Alkem Lab (3.07%) and Jubilant Food. (2.86%), as of 6 Jun, 2025.

In the last 1 year Tata Mid Cap Growth Fund - (IDCW) has trailing returns of 3.66%, which is 7.42% above the category average return of 11.08%.

Peer funds in this Mutual Fund plan category includes Invesco India Midcap Fund - Direct (IDCW)(AUM: ₹ 6,046.97 Cr.) and Invesco India Midcap Fund (G)(AUM: ₹ 6,046.97 Cr.), which have given a return since inception of 21.83% and 17.13%, respectively.

The Fund has Nil and an Exit Load of On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil . The Expense Ratio for the fund is 1.88%, as of 6 Jun, 2025