Tata Mid Cap Fund Regular Plan

Mid CapEquity Rank 27 of 35

NAV · Regular-Growth

—+3.03+0.98%

As of — · AMFI

NAV growth+25.1%

Sep ’22Sep ’23

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Mid Cap category on 1Y, 3Y & 5Y.

1Y return

+9.5%

+3.7 vs cat

3Y CAGR

+16.1%

+0.2 vs cat

5Y CAGR

+15.1%

+1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

16.3%

3Y std dev

Go deeper on Tata Mid Cap Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Mid Cap Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Mid Cap Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Mid Cap Fund Regular Plan is a Mid Cap scheme from Tata. Long-run track record: about 15.1% CAGR over 5 years. Worst historical drawdown: -68% in Mar 2009, recovered in 61 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF277K01626

NAV (Direct-Growth)

₹312.5628

Last 1Y

+25.05%

Sept 22Min ₹233.66 · Max ₹312.56 · 248 ptsSept 23

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-68.3%

Peak ₹53.26 on 4 Jan 2008 → trough ₹16.89 on 9 Mar 2009 (14 months down).

Recovered in 61 months· 5 Mar 2014

Apr 1999

-63.4%

Peak ₹10.00 on 1 Jul 1994 → trough ₹3.66 on 16 Apr 1999 (58 months down).

Recovered in 55 months· 8 Oct 2003

Jun 2006

-36.6%

Peak ₹32.25 on 10 May 2006 → trough ₹20.45 on 14 Jun 2006 (1 months down).

Recovered in 7 months· 12 Jan 2007

Mar 2020

-35.4%

Peak ₹154.63 on 8 Jan 2018 → trough ₹99.84 on 23 Mar 2020 (27 months down).

Recovered in 8 months· 9 Nov 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.18%	+0.22%	26/ 39
1M	+1.07%	+2.76%	36/ 39
3M	+6.01%	+5.77%	32/ 39
6M	+3.94%	+3.36%	33/ 38
YTD	+3.90%	+3.11%	33/ 37
1Y	+9.54%	+5.81%	23/ 36
2Y	+3.59%	+2.07%	27/ 35
3Y	+16.13%	+15.91%	27/ 35
5Y	+15.05%	+14.10%	20/ 29
7Y	+20.25%	+19.43%	18/ 27
10Y	+15.66%	+14.30%	13/ 24

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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