Tata Mid Cap Fund
Direct · Growth ₹505.83
24 Apr 2026
NAV
19.8%
3Y CAGR
18.8%
5Y CAGR
19.2%
10Y CAGR
19.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.22
Sharpe
-35.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.98 L | 25.2% | -49.1% | 131.3% |
| 3 Years | ₹36.00 L | ₹47.49 L | 19.3% | -17.6% | 42.8% |
| 5 Years | ₹60.00 L | ₹96.34 L | 18.5% | -6.0% | 34.6% |
| 10 Years | ₹1.20 Cr | ₹3.28 Cr | 19.4% | 15.9% | 23.1% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 25.2% | 8.3% | +16.8% |
| 3 Years | 19.3% | 23.1% | -3.8% |
| 5 Years | 18.5% | 19.5% | -1.0% |
| 10 Years | 19.4% | 17.6% | +1.9% |