All funds
Tata Mutual Fund · Mid Cap Fund
Tata Mid Cap Fund Regular Plan- Growth Option
₹445.5621NAV 2026-05-22
Regular PlanGrowthSince 2006-04-0319.6y historyAUM ₹4,501 CrINF277K01626
NAV History
2021-05-24 → 2026-05-22
+115.95%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-0.2%
-0.4%
-0.6%
+8.4%
+19.8%
+16.8%
+16.5%
Risk Metrics
Sharpe
0.45
Sortino
0.61
Max DD
-68.3%
Volatility
+19.2%
Best Year
+91.6%
Worst Year
-60.2%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹4,501 Cr
AUM as of
2026-03-31
Volatility (annualised)
+19.2%
Max drawdown
-68.3%
Sharpe ratio
0.45
Sortino ratio
0.61
Calmar ratio
0.29
Positive months
63%
Best year
+91.6%
Worst year
-60.2%
Peers — Mid Cap Fund
HSBC Midcap Fund - Direct Growth
HSBC Mutual Fund
+28.5%
3Y
₹2,494 Cr
AUM
1.00
Sharpe
ICICI Prudential MidCap Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
+27.8%
3Y
₹953 Cr
AUM
0.76
Sharpe
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
+27.2%
3Y
₹489 Cr
AUM
1.05
Sharpe
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco Mutual Fund
+26.8%
3Y
₹3,188 Cr
AUM
0.85
Sharpe
Edelweiss Mid Cap Fund - Direct Plan - Growth Option
Edelweiss Mutual Fund
+26.0%
3Y
₹3,428 Cr
AUM
0.79
Sharpe
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
+25.9%
3Y
₹8,172 Cr
AUM
0.70
Sharpe
ITI Mid Cap Fund - Direct Plan - Growth Option
ITI Mutual Fund
+25.7%
3Y
₹80 Cr
AUM
0.73
Sharpe
Mahindra Manulife Mid Cap Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+25.6%
3Y
₹712 Cr
AUM
0.74
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.