42
Mid CapAvoid
Tata Mid Cap
Tata · Direct–Growth · rank #22 of 34 by Smart Score
Data updated
Trailing returns
1 Year
6.0%
+1.0% vs index
3 Years
15.4%
+0.2% vs index
5 Years
15.0%
-0.9% vs index
Since launch
18.9%
Year-by-year performance
2021
+41.7%-5.2% vs index
2022
+1.9%-1.7% vs index
2023
+42.1%-2.2% vs index
2024
+24.2%-0.0% vs index
2025
+7.1%+1.3% vs index
2026
+3.0%-0.2% vs index
Why this score
Tata Mid Cap scores 42/100 — #22 of 34 Mid Cap fund (Avoid). It stands out for volatility and expense ratio — beating 79% of peers on volatility. The main drag is its 3y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return15.39% · 28th percentile in category
Volatility15.54 · 79th percentile in category
Sharpe ratio0.57 · 27th percentile in category
5Y return14.99% · 40th percentile in category
Alpha-0.61 · 27th percentile in category
Expense ratio0.87% · 63rd percentile in category
Top holdings
1.Bharat Heavy Electricals Ltd3.2%
2.Indusind Bank Ltd3.1%
3.Mankind Pharma Ltd.3.1%
4.One 97 Communications Ltd3.03%
5.Max Financial Services Ltd3.03%
61 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.