Tata Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

3 Value Research

NAV( 13 Aug 2025)

₹ 423.47

-2.97%

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Tata Mid Cap Reg-G

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Performance

19.95%3y Returns

0.56% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

1.85%
Exit load

1% For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

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Fund size

₹ 4,984 Cr
Plan

REGULAR
Launch date

15 Jun 1994
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF277K01626

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Repo	2.58%
AU Small Finance Bank Ltd	2.53%
Indus Towers Ltd	1.12%
ICICI Lombard General Insurance Company Ltd	2.32%
Adani Ports and Special Economic Zone Ltd	1.38%
Muthoot Finance Ltd	1.31%
The Federal Bank Ltd	1.83%
G R Infraprojects Ltd	0.93%
Ashok Leyland Ltd	0.97%
AIA Engineering Ltd	1.19%
Max Healthcare Institute Ltd	1.87%
Jindal Steel & Power Ltd	0.97%
JK Cement Ltd	2.14%
Cummins India Ltd	2.64%
Metro Brands Ltd	0.43%
Brigade Enterprises Ltd	0.66%
Granules India Ltd	0.95%
The Phoenix Mills Ltd	0.89%
Cash/Net Current Assets	2.95%
Astral Ltd	0.98%
Apollo Hospitals Enterprise Ltd	1.5%
Indian Railway Catering & Tourism Corporation Ltd	0.8%
PI Industries Ltd	2.13%
Max Financial Services Ltd	3.31%
Linde India Ltd	0.54%
Balkrishna Industries Ltd	1.35%
Mahindra Logistics Ltd	0.51%
Glenmark Pharmaceuticals Ltd	1.71%
Bosch Ltd	1.2%
Navin Fluorine International Ltd	1.32%
Bharat Electronics Ltd	1.23%
Bharti Hexacom Ltd	2.14%
JSW Infrastructure Ltd	1.71%
Carborundum Universal Ltd	0.75%
Hindustan Petroleum Corporation Ltd	1.51%
L&T Finance Ltd	1.63%
Oberoi Realty Ltd	1.64%
Lupin Ltd	2.32%
The Ramco Cements Ltd	1.65%
Mphasis Ltd	1.98%
UNO Minda Ltd	2.09%
Tata Chemicals Ltd	1.21%
Indraprastha Gas Ltd	1.48%
Indian Bank	2.31%
Jubilant FoodWorks Ltd	2.37%
Persistent Systems Ltd	1.24%
ZF Commercial Vehicle Control Systems India Ltd	1.5%
Biocon Ltd	1.23%
Mahindra Logistics Ltd Rights	0.03%
Power Finance Corporation Ltd	1.03%
Sobha Ltd	0.79%
Sonata Software Ltd	0.87%
Thermax Ltd	1.52%
Page Industries Ltd	0.98%
Voltas Ltd	1.07%
UPL Ltd	2.4%
Torrent Power Ltd	0.53%
3M India Ltd	0.65%
ACC Ltd	0.75%
Bharat Forge Ltd	1.29%
Bharat Heavy Electricals Ltd	0.72%
TeamLease Services Ltd	0.97%
Patanjali Foods Ltd	2.39%
SKF India Ltd	1.03%
Aurobindo Pharma Ltd	2.29%
K.P.R. Mill Ltd	1.1%
Kajaria Ceramics Ltd	1.77%
Alkem Laboratories Ltd	2.82%

Sectors

Company	Allocation %
Others	5.53%
Construction	4.91%
Automobile	8.40%
Consumer Staples	2.39%
Materials	7.29%
Financial	13.95%
Capital Goods	7.14%
Diversified	0.65%
Consumer Discretionary	1.50%
Chemicals	7.60%
Textiles	2.08%
Services	7.77%
Energy	3.52%
Technology	4.09%
Insurance	2.32%
Metals & Mining	2.91%
Healthcare	14.69%
Communication	3.26%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

66
AUM

₹ 2,07,043 Cr
Website

http://www.tatamutualfund.com

About

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

Fund Manager

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Abhinav Sharma

Funds Offered

5
AUM

₹ 16,799 Cr
Highest Return

19.95%

About

Abhinav Sharma Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Tata Mid Cap Reg-G?

The current NAV of Tata Mid Cap Reg-G is ₹ 423.4696

How much does Tata Mid Cap Reg-G charge as expense ratio?

The expense ratio of Tata Mid Cap Reg-G is 1.85%

How to Redeem Tata Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Tata Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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