40
Mid CapAvoid
Tata Mid Cap
Tata · Direct–Growth · rank #22 of 34 by Smart Score
Data updated
Trailing returns
1 Year
0.8%
+1.1% vs index
3 Years
12.8%
-0.4% vs index
5 Years
12.5%
-0.5% vs index
Since launch
18.3%
Year-by-year performance
2021
+41.7%-5.2% vs index
2022
+1.9%-1.7% vs index
2023
+42.1%-2.2% vs index
2024
+24.2%-0.0% vs index
2025
+7.1%+1.3% vs index
2026
-2.9%-0.8% vs index
Why this score
Tata Mid Cap scores 40/100 — #22 of 34 Mid Cap fund (Avoid). It stands out for volatility — beating 82% of peers on volatility. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return12.76% · 25th percentile in category
Volatility15.66 · 82nd percentile in category
Sharpe ratio0.40 · 27th percentile in category
Alpha-1.42 · 24th percentile in category
5Y return12.47% · 40th percentile in category
Sortino ratio0.53 · 34th percentile in category
Top holdings
1.Mankind Pharma Ltd.3.42%
2.Bharat Heavy Electricals Ltd3.2%
3.One 97 Communications Ltd3.15%
4.Multi Commodity Exchange Of India Ltd2.96%
5.L&T Finance Holdings Ltd2.94%
58 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.