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EquityMid Cap FundDirect · Growth

Tata Mid Cap Fund - Direct Plan- Growth Option

Tata · Scheme 119178

₹539.96▼ 0.33%NAV · 2026-09-18
65
Decent FundScore
Start SIP
AUM
—
Expense ratio
—
3Y CAGR
17.5%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
Decent · 65/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 16.5% CAGR over 5 years.
  • ✓Compounding well recently — 17.5% CAGR over 3 years.
  • ✓3Y CAGR: +17.5%
  • ✓5Y CAGR: +16.5%
  • ✓Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -2.2% vs category avg
  • •5Y CAGR vs category: -1.0% vs category avg

FundScore breakdown

65/100 · Decent
How it works →
63
Returns
Decent
67
Consistency
Decent
58
Risk-adjusted
Decent
59
Downside protection
Decent
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.