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Tata Mid Cap Fund - Direct Plan- IDCW Option
Tata Mutual Fund · Equity · Mid Cap Fund
₹169.09
AUM: —
NAV updated 4 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
0.07
Std Dev (1Y)
15.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.98%
3m
+2.21%
6m
+6.34%
1y
+4.69%
3y
+18.17%
5y
+16.87%
10y
+15.52%
since inception
+17.3%
rate_review 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 0.07 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.31% is fairly typical for actively managed equity 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.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
Similar Funds
No similar funds found.
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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 ₹169.09. NAV is updated every business day after market close by AMFI.
1Y: 4.69% · 3Y CAGR: 18.17% · 5Y CAGR: 16.87%
Expense ratio data 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 a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
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.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.