EquityMid Cap FundDirect · Growth
Tata Mid Cap Fund - Direct Plan- Growth Option
Tata · Scheme 119178
₹536.52▼ 0.48%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.7%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.01% |
| 3 Months | +5.59% |
| 6 Months | +5.97% |
| 1 Year | +10.67% |
| 3 Years (CAGR) | +17.71% |
| 5 Years (CAGR) | +16.50% |
| 10 Years (CAGR) | +17.28% |
| Since Launch | +19.17% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns64
Consistency67
Risk-adjusted58
Downside protection58
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.7%
- ✓ 5Y CAGR: +16.5%
- ✓ Positive 3Y windows: 98% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 8.9%
- ✓ Alpha vs benchmark: +10.2%
What to watch
- • 3Y CAGR vs category: -2.1% vs category avg
- • Sortino ratio: 0.93
Risk metrics
Sharpe ratio
0.79
Sortino ratio
0.93
Volatility
16.24%
Max drawdown
-35.10%
Downside capture
83.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.