Tata Mid Cap Growth Fund Direct Growth

Scheme code: INF277K01PY2 NAV value: ₹ 453.1451 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.94	66.40	33.48	35.89
3 year	14.81	36.95	24.76	26.04
5 year	2.49	33.18	17.94	18.23
7 year	11.77	22.77	17.47	17.11
10 year	14.37	24.16	20.15	19.58
12 year	19.55	21.56	20.76	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	33.48
3 year	11.28	45.45	27.04	24.76
5 year	2.1	39.21	17.39	17.94
7 year	4.3	21.04	14.32	17.47
10 year	0.52	21.2	10.89	20.15
12 year	0.21	19.63	10.67	20.76
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	33.48
3 year	11.11	42.73	26.36	24.76
5 year	0.33	37.55	15.88	17.94
7 year	4.52	19.53	13.82	17.47
10 year	3.36	21.04	13.39	20.15
12 year	3.48	19.67	13.16	20.76
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	33.48
3 year	13.61	42.26	26.48	24.76
5 year	4.41	36.78	18.12	17.94
7 year	7.26	20.87	16.06	17.47
10 year	5.58	22.47	14.68	20.15
12 year	4.77	21.65	14.06	20.76
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	33.48
3 year	14.52	45.86	31.83	24.76
5 year	8.28	40.38	23.11	17.94
7 year	14.14	28.21	22.09	17.47
10 year	14.44	28.8	21.87	20.15
12 year	10.67	28.77	21.53	20.76
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	33.48
3 year	4.76	30.51	15.88	24.76
5 year	6.69	25.56	14.86	17.94
7 year	8.9	21.06	15.78	17.47
10 year	9.82	25.87	16.94	20.15
12 year	11.27	24.54	16.77	20.76
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 33.48% - Median return: 38.88% - Average standard deviation: 5.98

Rolling return for 3 year

- Average return: 24.76% - Median return: 24.7% - Average standard deviation: 2.09

Rolling return for 5 year

- Average return: 17.94% - Median return: 17.41% - Average standard deviation: 1.13

Rolling return for 7 year

- Average return: 17.47% - Median return: 17.52% - Average standard deviation: 0.82

Rolling return for 10 year

- Average return: 20.15% - Median return: 20.41% - Average standard deviation: 0.56

Rolling return for 12 year

- Average return: 20.76% - Median return: 20.9% - Average standard deviation: 0.52

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,23,921	1,23,921	10.33
3 year	36,00,000	51,03,142	15,03,142	12.34
5 year	60,00,000	1,00,84,914	40,84,914	10.95
7 year	84,00,000	1,61,08,196	77,08,196	9.75
10 year	1,20,00,000	3,33,17,118	2,13,17,118	10.75
12 year	1,44,00,000	4,98,40,261	3,54,40,261	10.90

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	10.33
3 year	13.52	12.34
5 year	11.1	10.95
7 year	8.58	9.75
10 year	7.33	10.75
12 year	7.49	10.9

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	10.33
3 year	13.17	12.34
5 year	10.58	10.95
7 year	8.06	9.75
10 year	7.88	10.75
12 year	7.95	10.9

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	10.33
3 year	12.89	12.34
5 year	11.21	10.95
7 year	9.03	9.75
10 year	8.85	10.75
12 year	8.75	10.9

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	10.33
3 year	15.28	12.34
5 year	14.09	10.95
7 year	12.08	9.75
10 year	12.95	10.75
12 year	13.14	10.9

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	10.33
3 year	7.27	12.34
5 year	8.09	10.95
7 year	7.95	9.75
10 year	9.36	10.75
12 year	9.44	10.9

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,23,921 - Absolute Returns: ₹1,23,921 - CAGR: 10.33%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,03,142 - Absolute Returns: ₹15,03,142 - CAGR: 12.34%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,84,914 - Absolute Returns: ₹40,84,914 - CAGR: 10.95%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,61,08,196 - Absolute Returns: ₹77,08,196 - CAGR: 9.75%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,33,17,118 - Absolute Returns: ₹2,13,17,118 - CAGR: 10.75%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,98,40,261 - Absolute Returns: ₹3,54,40,261 - CAGR: 10.9%