Tata Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

3 Value Research

NAV( 23 Apr 2026)

₹ 444.94

11.83%

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Tata Mid Cap Reg-G

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Performance

22.03%3y Returns

-0.38% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

1.87%
Exit load

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 4,993 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 %
Mankind Pharma Ltd	3.21%
Indus Towers Ltd	2.6%
Aurobindo Pharma Ltd	1.83%
HDB Financial Services Ltd	1.15%
AU Small Finance Bank Ltd	2.53%
Balkrishna Industries Ltd	1.05%
JSW Infrastructure Ltd	1.35%
Linde India Ltd	0.82%
Ashok Leyland Ltd	1.23%
Carborundum Universal Ltd	0.62%
BSE Ltd	1.61%
Swiggy Ltd	0.52%
Bharat Electronics Ltd	1.28%
Metro Brands Ltd	0.73%
Bharti Hexacom Ltd	2.12%
Max Healthcare Institute Ltd	1.45%
Oberoi Realty Ltd	1.42%
Cash/Net Current Assets	1.29%
L&T Finance Ltd	1.92%
Apollo Hospitals Enterprise Ltd	1.1%
Bosch Ltd	0.85%
Repo	5.0%
ICICI Lombard General Insurance Company Ltd	2.06%
IDFC First Bank Ltd	0.83%
One 97 Communications Ltd	2.11%
Billionbrains Garage Ventures Ltd	0.66%
Mahindra Logistics Ltd	0.69%
SKF India (Industrial) Ltd	0.44%
Jubilant FoodWorks Ltd	1.57%
Persistent Systems Ltd	1.17%
G R Infraprojects Ltd	0.61%
Cummins India Ltd	1.62%
Indusind Bank Ltd	2.56%
PI Industries Ltd	1.36%
Torrent Power Ltd	0.52%
Manappuram Finance Ltd Futures	0.54%
Glenmark Pharmaceuticals Ltd	2.56%
Indraprastha Gas Ltd	1.05%
Indian Bank	3.11%
Lupin Ltd	1.67%
The Ramco Cements Ltd	1.29%
UPL Ltd	2.62%
Kajaria Ceramics Ltd	1.11%
K.P.R. Mill Ltd	0.8%
Muthoot Finance Ltd	1.27%
Mphasis Ltd	1.61%
Adani Ports and Special Economic Zone Ltd	1.31%
Patanjali Foods Ltd	1.75%
Thermax Ltd	1.25%
The Federal Bank Ltd	3.12%
Hindustan Petroleum Corporation Ltd	1.21%
Navin Fluorine International Ltd	1.11%
JK Cement Ltd	1.76%
Marico Ltd	2.58%
Hexaware Technologies Ltd	0.96%
Jindal Steel Ltd	1.11%
Max Financial Services Ltd	2.84%
UNO Minda Ltd	2.07%
Tata Chemicals Ltd	0.72%
3M India Ltd	0.63%
Voltas Ltd	1.53%
ZF Commercial Vehicle Control Systems India Ltd	1.56%
Page Industries Ltd	0.64%
The Phoenix Mills Ltd	1.21%
Bharat Forge Ltd	1.84%
Bharat Heavy Electricals Ltd	1.29%

Sectors

Company	Allocation %
Others	6.29%
Automobile	8.60%
Construction	3.24%
Consumer Staples	4.96%
Materials	4.16%
Financial	20.53%
Capital Goods	5.88%
Consumer Discretionary	2.26%
Chemicals	6.63%
Textiles	1.44%
Services	9.16%
Energy	2.78%
Technology	3.74%
Insurance	2.06%
Metals & Mining	1.73%
Healthcare	11.82%
Communication	4.72%

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

View All Mutual Funds

Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

68
AUM

₹ 2,03,175 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

View All Mutual Funds

Abhinav Sharma

Funds Offered

5
AUM

₹ 15,932 Cr
Highest Return

22.03%

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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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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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 ₹ 444.9363

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

The expense ratio of Tata Mid Cap Reg-G is 1.87%

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.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Tata Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Tata Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of Tata Mid Cap Reg-G?

For Tata Mid Cap Reg-G, 3-year return is 22.03% per annum and 5-year return is 18.02% per annum. Check the return performance in detail on the page.

What is the lock-in period in Tata Mid Cap Reg-G?

The lock-in-period of Tata Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Tata Mid Cap Reg-G

₹ 444.94

11.83%

Tata Mid Cap Reg-G

Performance

22.03%3y Returns

Investment details

₹ 100

₹ 5000

0

1.87%

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

₹ 4,993 Cr

REGULAR

15 Jun 1994

OPEN

NIFTY Midcap 150 Total Return Index

INF277K01626

Fund allocation

Risk Associated

Very High

About AMC

Tata Mutual Fund >

Contact Information

Address:

68

₹ 2,03,175 Cr

About

Fund Manager

Abhinav Sharma

5

₹ 15,932 Cr

22.03%

About

Start investing now

Select a Date

Frequently Asked Questions

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

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

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

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

Can I invest in Tata Mid Cap Reg-G through both SIP and lump sum?

What is the return of Tata Mid Cap Reg-G?

What is the lock-in period in Tata Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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