Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth overview and fund details

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth ek mid cap equity mutual fund hai, jo un investors ke liye suitable hai jo long-term wealth creation ki talash mein hain. Iska objective hai ki mid-sized companies mein invest karke unki growth potential ko capitalize kiya ja sake. Ye fund un logon ke liye accha hai jo thoda risk le sakte hain aur achha return chahte hain. Is fund ka investment style growth-oriented hai, jisme companies ki fundamentally strong performance ko dhyaan mein rakha jata hai.

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth returns analysis 2026

Ab baat karte hain Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth returns ki. Is fund ne apne benchmark Nifty Midcap 150 TRI ke sath kaafi achhe returns diye hain. Dekhte hain 1 saal, 3 saal aur 5 saal ke returns:

Timeframe	Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth Returns	Nifty Midcap 150 TRI Returns
1 Year	7.94%	6.50%
3 Year	19.63%	18.10%
5 Year	16.67%	15.20%

Dekha jaye to, fund ne consistently achhe returns diye hain, jo uski strong portfolio management aur fund manager Sonam Udasi ke experience ka result hai. Unka 3.5 saal ka tenure is fund ke liye beneficial raha hai, jo investors ko market volatility se bachane mein madad karta hai. Kya aapko lagta hai ye returns aapke investment goals ke liye suitable hain?

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth ke top holdings aur portfolio

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth ke top holdings mein kuch well-known companies shamil hain, jo is fund ki strategy ko strong banati hain. Top 5 holdings hain: 1. **Voltas Ltd.** (3.8%) 2. **Mphasis Ltd.** (3.5%) 3. **Coforge Ltd.** (3.2%) 4. **Sundram Fasteners Ltd.** (2.9%) 5. **Persistent Systems Ltd.** (2.7%) Ye companies sector allocation ko bhi diversify karti hain, jisse risk kam hota hai. Is fund ki strategy high-growth mutual funds ki tarah hai, jo ki long-term investors ke liye beneficial hai. Kya aap in companies mein investment karne ke liye tayar hain?

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth – risk level aur volatility

Is fund ka riskometer "Very High" hai, jo indicate karta hai ki ismein volatility bhi zyada ho sakti hai. Agar aap conservative investor hain, toh shayad ye fund aapke liye suitable na ho. Ye fund un logon ke liye better hai jo higher risk le sakte hain aur achhe returns ki talash mein hain. Sharpe ratio aur volatility ka data available nahi hai, lekin high risk ke saath aapko higher potential returns milne ki bhi sambhavna hai. Toh, kya aap tayar hain is high-risk opportunity ko explore karne ke liye?

Tata Mutual Fund Mid Cap Fund - Regular Plan - Growth – fayde aur nuksan

• Pros:
• High growth potential due to mid cap investments.
• Experienced fund manager with strong track record.
• Diversified portfolio reducing individual stock risk.
• Consistent performance against benchmark returns.

• Cons:
• High risk level may not suit conservative investors.
• Expense ratio of 1.75% could impact net returns.
• Market volatility may affect short-term performance.