FundLens
50
Mid CapHold

Tata Mid Cap

Tata · Direct–Growth · rank #19 of 33 by Smart Score

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
6.5%
+1.6% vs index
3 Years
19.1%
-0.1% vs index
5 Years
17.1%
-0.4% vs index
Since launch
19.2%

Year-by-year performance

last entry = YTD
2021
+41.7%
2022
+1.9%
2023
+42.1%
2024
+24.2%
2025
+7.1%
2026
+3.5%

Why this score

Tata Mid Cap scores 50/100 — #19 of 33 Mid Cap fund (Hold). It stands out for volatility — beating 85% of peers on volatility. The main drag is its 3y return (better than only 38% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

Volatility15.57 · 85th percentile in category
3Y return19.14% · 38th percentile in category
Expense ratio0.84% · 59th percentile in category
Fund size5868.39 Cr · 41st percentile in category
Alpha-0.60 · 44th percentile in category
Sharpe ratio0.81 · 47th percentile in category

Other Mid Cap funds