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Tata Mid Cap Fund - (G)

Tata Mid Cap Fund - (G)

Equity | Mid Cap Fund
Returns 8.29% annually for last 1 yr
NAV on 23 Jun 2026₹452.66
Min SIP Amount₹100

About Tata Mid Cap Fund - (G)

Tata Mid Cap Fund - (G) has an Asset Under Management (AUM) of Rs. 5731.79 Cr as on 2026-06-23. The fund has an expense ratio of 1.83, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of Tata Mid Cap Fund - (G)

Tata Mid Cap Fund - (G) is a Equity mutual fund scheme from Tata Mutual Fund. This fund has been launched on 1994-06-15. The sub-category of this fund is Mid Cap Fund. The 1-year, 3-year and 5-year returns of this fund were 8.29, 18.36 and 16.47 respectively.

Fund age
32 years
AUM
₹ 5,731.79 Cr
Lock-in Period
0
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Expense ratio
1.83%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks12.15%
Pharmaceuticals & Biotech9.27%
Auto Components7.37%
Debt5%
Insurance4.9%
Telecom-Services4.72%

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