Can I invest in SIP and Lumpsum in Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Tata Mid Cap Growth Fund - Direct (G). Minimum lumpsum investment Tata Mid Cap Growth Fund - Direct (G) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Tata Mid Cap Growth Fund - Direct (G) is Tata Mid Cap Growth Fund - Direct (G) is ₹448.73 as on 2025-05-06.

Which are the biggest stock holdings of Tata Mid Cap Growth Fund - Direct (G)?

The 5 biggest stock holdings of Tata Mid Cap Growth Fund - Direct (G) are: Max Financial (3.44%), Alkem Lab (3.04%), Lupin (2.81%), Jubilant Food. (2.76%), Aurobindo Pharma (2.68%)

What are the top sectors Tata Mid Cap Growth Fund - Direct (G) invests in?

A majority of Tata Mid Cap Growth Fund - Direct (G) 's AUM worth ₹4,333.24 (Cr) is invested in these 3 top sectors: Pharmaceuticals & Biotech : 12.90% Banks : 6.61% Finance : 6.47%

Mutual Funds
AMC
Tata Mid Cap Growth Fund - Direct (G)

Tata Mid Cap Growth Fund - Direct (G)

Mid Cap Fund

Invest Now

NAV
448.73(-1.53%)
Fund Size (CR)
₹4,333.24
Expense Ratio
0.68
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
19.70%

Absolute Return: -1.12%

Annualized Return: 0%

Basic Details

Scheme Manager

Satish Chandra Mishra

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 April 2025	10057.62	0.58%	-	0.73%	82/123
1 Month	4 April 2025	10523.68	5.24%	-	6.61%	112/123
3 Month	5 February 2025	9976.30	-0.24%	-	-0.28%	60/119
6 Month	5 November 2024	9404.54	-5.95%	-	-5.31%	68/119
1 Year	3 May 2024	10365.36	3.65%	3.65%	7.52%	105/119
3 Year	5 May 2022	17920.93	79.21%	21.44%	21.31%	48/103
5 Year	5 May 2020	36667.45	266.67%	29.66%	30.62%	66/99
Since Inception	2 January 2013	92045.86	820.46%	19.70%	19.14%	41/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 June 2024	1,20,000	114199.67	-4.83%	-4.83%
3 Year	1 June 2022	3,60,000	465681.16	29.36%	8.96%
5 Year	1 June 2020	6,00,000	995402.51	65.90%	10.65%
10 Year	1 June 2015	12,00,000	3149430.84	162.45%	10.13%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.63%

Standard Deviation

0.91%

Beta

0.85%

Sharpe Ratio

0.00%

Treynor's Ratio

-0.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Max Financial	3.44%	1300000	149.20	Equity	Finance
Alkem Lab	3.04%	270000	131.81	Equity	Pharmaceuticals
Lupin	2.81%	600000	121.68	Equity	Pharmaceuticals
Jubilant Food.	2.76%	1800000	119.58	Equity	Quick Service Restaurant
Aurobindo Pharma	2.68%	1000000	116.05	Equity	Pharmaceuticals
Cummins India	2.60%	369694	112.83	Equity	Capital Goods-Non Electrical Equipment
ICICI Lombard	2.48%	600000	107.57	Equity	Insurance
Muthoot Finance	2.31%	420000	100.08	Equity	Finance
Indraprastha Gas	2.11%	4500000	91.40	Equity	Gas Distribution
AU Small Finance	2.10%	1700000	90.88	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Tata Mid Cap Growth Fund - Direct (G)	4333.24	5.24%	-0.24%	-5.95%	3.65%	21.44%
Invesco India Midcap Fund - Direct (G)	5779.32	6.74%	0.79%	-0.87%	18.94%	26.54%
Invesco India Midcap Fund - Direct (IDCW)	5779.32	6.74%	0.74%	-0.93%	18.86%	26.51%
Motilal Oswal Midcap Fund-Dir (G)	26028.34	8.16%	-1.71%	-6.59%	17.50%	29.80%
Motilal Oswal Midcap Fund-Dir (IDCW)	26028.34	8.16%	-1.71%	-6.59%	17.50%	29.80%
Edelweiss Mid Cap Fund - Direct (IDCW)	8633.85	7.49%	0.63%	-3.08%	16.37%	26.42%

List of Schemes under Tata Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Tata Hybrid Equity Fund	Hybrid	Very High	7.38%	3	₹3,936.16
Tata Large & Mid Cap Fund	Equity	Very High	6.66%	3	₹8,057.61
Tata Equity P/E Fund	Equity	Very High	3.03%	3	₹8,003.86
Tata Ethical Fund	Equity	Very High	1.62%	0	₹3,216.02
Tata Treasury Advantage Fund	Debt	Moderately Low	8.27%	3	₹2,921.29
Tata Infrastructure Fund	Equity	Very High	-9.05%	2	₹2,033.08
Tata Money Market Fund	Debt	Moderately Low	8.31%	5	₹30,065.14
Tata Mid Cap Growth Fund	Equity	Very High	3.65%	3	₹4,333.24
Tata Liquid Fund - Rgular	Debt	Moderately Low	7.38%	3	₹21,425.35
Tata Large Cap Fund	Equity	Very High	7.16%	3	₹2,452.63
Tata Short Term Bond Fund	Debt	Moderately Low	9.8%	3	₹3,094.97
Tata Young Citizens Fund (After 7 Years)	Solution Oriented	Very High	7.13%	2	₹340.23
Tata Nifty 50 Index Fund	Other	Very High	9.78%	3	₹1,140.47
Tata BSE Sensex Index Fund	Other	Very High	10.29%	2	₹370.31
Tata Gilt Securities Fund	Debt	Moderately Low	12.15%	4	₹1,147.30
Tata Equity Savings Fund	Hybrid	Moderately High	9.91%	3	₹264.77
Tata Retirement Savings Fund - Conservative	Solution Oriented	Moderately High	8.78%	2	₹172.08
Tata Retirement Savings Fund - Moderate	Solution Oriented	Very High	10.76%	3	₹2,008.47
Tata Retirement Savings Fund - Progressive	Solution Oriented	Very High	9.16%	3	₹1,914.17
Tata ELSS Tax Saver Fund	Equity	Very High	9.31%	3	₹4,335.40
Tata Banking & Financial Services Fund	Equity	Very High	17.75%	3	₹2,548.47
Tata Digital India Fund	Equity	Very High	10.09%	0	₹10,995.99
Tata Resources & Energy Fund	Equity	Very High	4.59%	0	₹1,048.33
Tata India Consumer Fund	Equity	Very High	11.54%	3	₹2,208.32
Tata India Pharma & Healthcare Fund	Equity	Very High	17.41%	4	₹1,183.65
Tata Flexi Cap Fund	Equity	Very High	11.91%	3	₹2,967.36
Tata Small Cap Fund	Equity	Very High	3.23%	5	₹9,203.23
Tata Arbitrage Fund	Hybrid	Low	8.16%	5	₹12,792.08
Tata Balanced Advantage Fund	Hybrid	Moderately High	6.94%	4	₹10,075.20
Tata Ultra Short Term Fund	Debt	Moderately Low	8.06%	4	₹4,817.35
Tata Overnight Fund	Debt	Low	6.61%	4	₹3,256.45
Tata Focused Equity Fund	Equity	Very High	6.34%	3	₹1,709.29
Tata Multi Asset Opportunities Fund	Hybrid	Very High	9.39%	3	₹3,554.05
Tata Dividend Yield	Equity	Very High	3.02%	0	₹905.36
Tata Floating Rate Fund	Debt	Moderately Low	9.57%	4	₹123.18
Tata Business Cycle Fund	Equity	Very High	3.42%	0	₹2,734.92
Tata Corporate Bond Fund	Debt	Moderately Low	10.42%	3	₹3,267.15
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund	Other	Moderate	9.66%	0	₹860.44
Tata Nifty India Digital ETF Fund of Fund	Other	Very High	10.41%	0	₹105.37
Tata Housing Opportunities Fund	Equity	Very High	-1.7%	0	₹507.68
Tata CRISIL-IBX Gilt Index-Apr 2026 Index Fund	Other	Moderately Low	8.14%	0	₹957.98
Tata Nifty Midcap 150 Momentum 50 Index Fund	Other	Very High	-0.56%	0	₹752.70
Tata Nifty G-Sec Dec 2029 Index Fund	Other	Moderate	11.16%	0	₹183.69
Tata Nifty G-Sec Dec 2026 Index Fund	Other	Moderate	8.76%	0	₹92.60
Tata Multicap Fund	Equity	Very High	1.63%	0	₹2,863.12
Tata Gold ETF Fund of Fund	Other	High	31.98%	0	₹212.83
Tata Silver ETF Fund of Fund	Other	Very High	16.23%	0	₹96.87
Tata Nifty Auto Index Fund	Other	Very High	0.94%	0	₹72.20
Tata Nifty MidSmall Healthcare Index Fund	Other	Very High	19.94%	0	₹133.47
Tata Nifty Realty Index Fund	Other	Very High	-8.43%	0	₹48.52
Tata Nifty Financial Services Index Fund	Other	Very High	20.04%	0	₹90.02
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund	Other	Very High	5.87%	0	₹114.55
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund	Other	Very High	3.18%	0	₹75.24
Tata FMP - Series 61 Scheme C (91 Days)	Debt	Moderately Low	0%	0	₹0.00
Tata Nifty India Tourism Index Fund	Other	Very High	0%	0	₹279.53
Tata Nifty200 Alpha 30 Index Fund	Other	Very High	0%	0	₹185.76
Tata Nifty Capital Markets Index Fund	Other	Very High	0%	0	₹148.31
Tata India Innovation Fund	Equity	Very High	0%	0	₹1,620.54
Tata BSE Select Business Groups Index Fund	Other	Very High	0%	0	₹154.06
Tata BSE Quality Index Fund	Other	Very High	0%	0	₹0.00
Tata Income Plus Arbitrage Active FOF	Other	Moderately Low	0%		₹0.00

News

Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 07 May 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.36 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.058 each.
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Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 02 April 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.35 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.058 each.
Powered by Capital Market - Live News

Tata MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Tata Mutual Fund has announced 05 March 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under the monthly IDCW option and under the Periodic IDCW Periodic-Payout/Reinvestment) of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Tata Hybrid Equity Fund ' Regular Plan & Direct Plan: 0.34 each.
Tata Equity Savings Fund ' Regular Plan & Direct Plan: 0.057 each.
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹4333.24

Tata Mid Cap Growth Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Tata Mutual Fund. Launched in 1 January 2013, this fund is managed by Satish Chandra Mishra. With assets under management (AUM) worth ₹4,333.24 (Cr), as of 6 May 2025, Tata Mid Cap Growth Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 19.70% since its launch.
The current NAV of Tata Mid Cap Growth Fund - Direct (G) is ₹448.73, as on 6 May 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Tata Mid Cap Growth Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil The fund has generated 21.44% and 29.66% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 92.66% in Equity, 4.29% in Debt and 3.05% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.90% in Pharmaceuticals & Biotech, 6.61% in Banks, 6.47% in Finance, 6.41% in Industrial Products, 5.92% in Insurance

FAQs

How to Invest in Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Tata Mid Cap Growth Fund - Direct (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 19.70% since inception. Looking to invest in Tata Mid Cap Growth Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Tata Mid Cap Growth Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Tata Mid Cap Growth Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Tata Mid Cap Growth Fund - Direct (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Tata Mid Cap Growth Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Tata Mid Cap Growth Fund - Direct (G) has generated annualised return of 3.65%. In the long-term, the fund has generated 21.44% and 29.66% in 3 and 5 years respectively. Since its inception, the fund has generated 19.70% returns.

What is the expense ratio of Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

The expense ratio of Tata Mid Cap Growth Fund - Direct (G) Direct Growth is 0.68%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Tata Mid Cap Growth Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Tata Mid Cap Growth Fund - Direct (G) is ₹4,333.24 (Cr) as of 2025-05-06 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Tata Mid Cap Growth Fund - Direct (G) Direct Growth?

Redeeming or selling units of Tata Mid Cap Growth Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Tata Mid Cap Growth Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Tata Mid Cap Growth Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).