40
Mid CapAvoid
Tata Mid Cap
Tata · Direct–Growth · rank #22 of 34 by Smart Score
Data updated
Trailing returns
1 Year
9.9%
+0.2% vs index
3 Years
15.8%
-0.7% vs index
5 Years
15.4%
-1.4% vs index
Since launch
19.0%
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
+3.6%-0.6% vs index
Why this score
Tata Mid Cap scores 40/100 — #22 of 34 Mid Cap fund (Avoid). It stands out for volatility and expense ratio — 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 return15.76% · 25th percentile in category
Volatility15.58 · 82nd percentile in category
Sharpe ratio0.57 · 24th percentile in category
Alpha-1.48 · 24th percentile in category
5Y return15.44% · 40th percentile in category
Expense ratio0.84% · 65th percentile in category
Top holdings
1.Mankind Pharma Ltd.3.26%
2.Bharat Heavy Electricals Ltd3.04%
3.The Federal Bank Ltd2.96%
4.Indusind Bank Ltd2.84%
5.Marico Ltd2.73%
64 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.