Fundalysisby DARKHORSESTOCKS

Scheme

Tata Mid Cap Fund

Holds 58 companies worth ₹5,709 Cr in Sept 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹5,860 CrTata Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.1% on Aug 2026, ₹6,240 Cr.

  • Largest holding

    Mankind Pharma LimitedMankind Pharma Limited is 3.4% of this scheme's NAV.

  • Fund manager

    Satish Chandra MishraRuns it since 9 Mar 2021, as the fund house dates it.

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20265,860−6.1%
Aug 20266,240+3.0%
Jul 20266,056+3.2%
Jun 20265,868+2.4%
May 20265,732+2.3%
Apr 20265,604+12.3%
Mar 20264,989−9.4%
Feb 20265,506+2.8%
Jan 20265,356−2.6%
Dec 20255,497+1.4%
Nov 20255,420+2.6%
Oct 20255,283+4.8%
AUM at month end, Sept 2026
₹5,860 Cr
+10.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202611.46%+0.03 pt
Jun 202611.43%+0.03 pt
Mar 202611.41%+0.05 pt
Dec 202511.36%−0.24 pt
Direct plans' share of AUM, Sept 2026
11.46%
+0.10 pt since Dec 2025
Fig. 2.Tata Mid Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−6.53%−6.62%––−5.61%
3 months *
−5.58%−5.87%––−3.26%
6 months *
+2.04%+1.43%––+6.88%
1 year
+0.97%−0.24%+0.37%+0.59 pt+2.81%
3 years
+13.34%+11.99%+13.93%−0.59 pt+15.87%
5 years
+13.06%+11.70%+13.66%−0.60 pt+13.94%
10 years
+15.56%+14.24%+16.03%−0.47 pt+16.44%
Since launch
+18.24%+17.03%+17.37%+0.87 pt+18.24%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI.