F&O
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| NAV: 28 May 2025 | ₹469.23 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹4,505.38Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 2.3% | 24.6% | 30.1% | 19.9% |
| Category average | 7.5% | 24.8% | 31.0% | NA |
| Rank with in category | 37 | 22 | 19 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 18.4% | 34.1% | 27,780.18 |
HDFC Mid Cap Opportunities Fund Direct Growth | 5 | 11.3% | 31.1% | 74,909.76 |
Nippon India Growth Fund Direct Growth | 4 | 11.9% | 30.1% | 34,690.03 |
Kotak Emerging Equity Fund Direct Growth | 4 | 10.8% | 25.8% | 49,645.85 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 8.7% | 22.2% | 21,512.11 |
Holdings (65)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Max Financial Services Ltd. | Financial | Equity | 3.77% |
Alkem Laboratories Ltd. | Healthcare | Equity | 3.07% |
Jubilant FoodWorks Ltd. | Services | Equity | 2.86% |
Lupin Ltd. | Healthcare | Equity | 2.79% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 2.73% |
AU Small Finance Bank Ltd. | Financial | Equity | 2.56% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.50% |
Cummins India Ltd. | Capital Goods | Equity | 2.38% |
Bharti Hexacom Ltd. | Communication | Equity | 2.16% |
PI Industries Ltd. | Chemicals | Equity | 2.02% |
UNO Minda Ltd. | Automobile | Equity | 1.99% |
JK Cement Ltd. | Construction | Equity | 1.99% |
The Federal Bank Ltd. | Financial | Equity | 1.96% |
Mphasis Ltd. | Technology | Equity | 1.94% |
Indraprastha Gas Ltd. | Energy | Equity | 1.92% |
JSW Infrastructure Ltd. | Services | Equity | 1.82% |
Oberoi Realty Ltd. | Construction | Equity | 1.82% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.71% |
LIC Housing Finance Ltd. | Financial | Equity | 1.60% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.57% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.51% |
The Ramco Cements Ltd. | Construction | Equity | 1.47% |
L&T Finance Ltd. | Financial | Equity | 1.46% |
Persistent Systems Ltd. | Technology | Equity | 1.42% |
Thermax Ltd. | Capital Goods | Equity | 1.40% |
Indus Towers Ltd. | Communication | Equity | 1.39% |
Indian Bank | Financial | Equity | 1.38% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.35% |
AIA Engineering Ltd. | Metals & Mining | Equity | 1.35% |
Kajaria Ceramics Ltd. | Construction | Equity | 1.34% |
Navin Fluorine International Ltd. | Chemicals | Equity | 1.30% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.23% |
Muthoot Finance Ltd. | Financial | Equity | 1.20% |
UPL Ltd. | Chemicals | Equity | 1.19% |
Ashok Leyland Ltd. | Automobile | Equity | 1.18% |
Patanjali Foods Ltd. | Consumer Staples | Equity | 1.14% |
Power Finance Corporation Ltd. | Financial | Equity | 1.13% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.12% |
Biocon Ltd. | Healthcare | Equity | 1.12% |
The Phoenix Mills Ltd. | Construction | Equity | 1.11% |
TeamLease Services Ltd. | Services | Equity | 1.10% |
K.P.R. Mill Ltd. | Textiles | Equity | 1.06% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.03% |
Sonata Software Ltd. | Technology | Equity | 1.03% |
Granules India Ltd. | Healthcare | Equity | 1.01% |
Page Industries Ltd. | Textiles | Equity | 1.01% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 0.99% |
Bosch Ltd. | Automobile | Equity | 0.97% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.96% |
Piramal Pharma Ltd. | Healthcare | Equity | 0.94% |
Indian Railway Catering & Tourism Corporation Ltd. | Services | Equity | 0.92% |
Astral Ltd. | Chemicals | Equity | 0.90% |
GR Infraprojects Ltd. | Construction | Equity | 0.88% |
ACC Ltd. | Construction | Equity | 0.87% |
Gland Pharma Ltd. | Healthcare | Equity | 0.82% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.76% |
Brigade Enterprises Ltd. | Construction | Equity | 0.75% |
Sobha Ltd. | Construction | Equity | 0.72% |
Torrent Power Ltd. | Energy | Equity | 0.68% |
Carborundum Universal Ltd. | Metals & Mining | Equity | 0.68% |
3M India Ltd. | Diversified | Equity | 0.67% |
Linde India Ltd. | Chemicals | Equity | 0.56% |
SKF India Ltd. | Capital Goods | Equity | 0.50% |
Mahindra Logistics Ltd. | Services | Equity | 0.50% |
UPL Ltd. - (Partly Paid-up Equity Shares) | Chemicals | PPE | 0.10% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
10Y annualised returns higher than category average by 0.46%
Lower expense ratio: 0.66%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Expense ratio, exit load and tax
Expense ratio: 0.66%
Inclusive of GST
Exit load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹100 |
Fund management
Satish Chandra MishraMar 2021 - PresentView details
Satish Chandra Mishra
Mar 2021 - Present
View details
Education
Mr. Mishra has done B.tech & PGDM
Experience
Prior to joining TATA Mutual Fund, he has worked with HDFC Securities Ltd. and PINC Research.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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