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Tata Mid Cap Fund - Direct Plan- IDCW Option
Tata Mutual Fund · Equity · Mid Cap Fund
₹170.3
AUM: —
NAV updated 8 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Sharpe Ratio
0.03
Std Dev (1Y)
15.25%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.61%
3m
+1.86%
6m
+6.91%
1y
+2.98%
3y
+14.28%
5y
+14.33%
10y
+14.83%
since inception
+16.97%
TopFund's Take on Tata Mid Cap Fund - Direct Plan- IDCW Option
Tata Mid Cap Fund - Direct Plan- IDCW Option is a Mid Cap Fund fund from Tata Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.25% is fairly typical for Mid Cap Fund funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Tata Mid Cap Fund - Direct Plan- IDCW Option
The current NAV (Net Asset Value) of Tata Mid Cap Fund - Direct Plan- IDCW Option is ₹170.3. NAV is updated every business day after market close by AMFI.
1Y: 2.98% · 3Y CAGR: 14.28% · 5Y CAGR: 14.33%
Expense ratio data for Tata Mid Cap Fund - Direct Plan- IDCW Option is not yet available.
Tata Mid Cap Fund - Direct Plan- IDCW Option is managed by Tata Mutual Fund.
Tata Mid Cap Fund - Direct Plan- IDCW Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Tata Mid Cap Fund - Direct Plan- IDCW Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Tata Mid Cap Fund - Direct Plan- IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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