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Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

Tata Mid Cap Fund Regular Plan - Portfolio Analysis

  • ₹433.22 (0.93%)

    Current NAV 29-07-2025

  • -3.68%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.08%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 69.53
Small Cap 15.88
Large Cap 8.67

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Financial Services

Healthcare

Consumer Cyclical

Basic Materials

Technology

Real Estate

Communication Services

Utilities

Energy

Consumer Defensive

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
Max Financial Services Ltd Mid Cap Financial Services (36.96) 4.13% 166.19 54.99%
AU Small Finance Bank Ltd Mid Cap Financial Services (17.76) 2.79% 0 95.96%
Alkem Laboratories Ltd Mid Cap Healthcare (38.82) 2.67% 57.92 -8.63%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (71.65) 2.53% 206.27 13.44%
Cummins India Ltd Large Cap Industrials (44.84) 2.52% 48.95 -6.52%
ICICI Lombard General Insurance Co Ltd Mid Cap Financial Services (41.36) 2.46% 0 -2.55%
Lupin Ltd Mid Cap Healthcare (132.95) 2.33% 167.31 197.56%
Aurobindo Pharma Ltd Mid Cap Healthcare (41.06) 2.28% 19.22 -17.54%
Bharti Hexacom Ltd Mid Cap Communication Services 2.26% - 0%
UNO Minda Ltd Mid Cap Consumer Cyclical (95.28) 2.22% 73.31 30.06%
JK Cement Ltd Mid Cap Basic Materials (47.24) 2.16% 51.22 46.74%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (48.39) 2.09% 114.27 37.82%
PI Industries Ltd Mid Cap Basic Materials (37.91) 2.06% 39.46 -1.54%
Mphasis Ltd Mid Cap Technology (19.56) 2.02% 0 0%
UPL Ltd Mid Cap Basic Materials (28.32) 1.99% 64.17 28.06%
The Federal Bank Ltd Mid Cap Financial Services (20.46) 1.92% 12.44 7.7%
Oberoi Realty Ltd Mid Cap Real Estate (82.48) 1.91% 30.07 7.16%
Indian Bank Mid Cap Financial Services (8.79) 1.81% 7.54 2.13%
JSW Infrastructure Ltd Mid Cap Industrials 1.76% - 0%
L&T Finance Ltd Mid Cap Financial Services (35.94) 1.65% 19.07 12.9%
Kajaria Ceramics Ltd Small Cap Industrials (53.68) 1.63% 59.25 -19.98%
Hindustan Petroleum Corp Ltd Mid Cap Energy (36.38) 1.58% 13.54 25.29%
Indraprastha Gas Ltd Mid Cap Utilities (22.06) 1.57% 16.7 -24.7%
ZF Commercial Vehicle Control Systems India Ltd Small Cap Consumer Cyclical (54.9) 1.52% 54.61 -16.22%
Ramco Cements Ltd Small Cap Basic Materials (47.14) 1.51% 102.85 45.07%
Adani Ports & Special Economic Zone Ltd Large Cap Industrials (117.99) 1.45% 27.17 -9.72%
Persistent Systems Ltd Mid Cap Technology 1.45% - 0%
Apollo Hospitals Enterprise Ltd Mid Cap Healthcare (48.39) 1.45% 74.09 12.21%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 1.44% 0 0%
Glenmark Pharmaceuticals Ltd Mid Cap Healthcare (41.06) 1.41% 58.12 50.5%
Bharat Electronics Ltd Large Cap Industrials (47.83) 1.35% 53.57 21.36%
Patanjali Foods Ltd Mid Cap Consumer Defensive (44.3) 1.32% 52.62 10.54%
Muthoot Finance Ltd Mid Cap Financial Services (27.98) 1.32% 19.88 45.28%
Thermax Ltd Mid Cap Industrials (44.13) 1.32% 64.62 -34.61%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (12.96) 1.3% 10.18 -14.3%
AIA Engineering Ltd Mid Cap Industrials (24.14) 1.26% 28.06 -29.8%
Navin Fluorine International Ltd Small Cap Basic Materials (26.29) 1.26% 0 6.43%
Balkrishna Industries Ltd Mid Cap Consumer Cyclical (34.25) 1.24% 36.64 -15.52%
Tata Chemicals Ltd Small Cap Basic Materials (28.27) 1.16% 102.71 -9.53%
Biocon Ltd Mid Cap Healthcare (41.06) 1.12% 52.18 10.04%
K.P.R. Mill Ltd Small Cap Consumer Cyclical (751.55) 1.1% 0 166.23%
Power Finance Corp Ltd Large Cap Financial Services (12.12) 1.07% 6.12 -23.21%
TeamLease Services Ltd Small Cap Industrials (46.46) 1.07% 47.17 15.27%
Astral Ltd Mid Cap Industrials (37.66) 1.06% 73.38 -34.73%
SKF India Ltd Small Cap Industrials (45.59) 1.01% 43.01 -3.49%
Ashok Leyland Ltd Mid Cap Industrials (37.12) 1.01% 23.21 -4.17%
G R Infraprojects Ltd Small Cap Industrials (19.98) 1.01% 11.82 -28.45%
Granules India Ltd Small Cap Healthcare (40.48) 0.99% 23.68 -13.26%
Page Industries Ltd Mid Cap Consumer Cyclical (54.21) 0.99% 0 13.37%
Bosch Ltd Large Cap Consumer Cyclical (44.61) 0.97% 58.49 14.43%
Jindal Steel & Power Ltd Mid Cap Basic Materials (30.76) 0.94% 35.61 0.49%
Phoenix Mills Ltd Mid Cap Real Estate (75.79) 0.94% 54.28 -16.91%
Voltas Ltd Mid Cap Consumer Cyclical (64.48) 0.92% 52.3 -12.34%
Sonata Software Ltd Small Cap Technology (27.94) 0.9% 26.98 -44.02%
Indian Railway Catering And Tourism Corp Ltd Mid Cap Industrials (45.72) 0.86% 44.85 -25.63%
Bharat Heavy Electricals Ltd Mid Cap Industrials (52.71) 0.8% 157.39 -25.48%
ACC Ltd Mid Cap Basic Materials (47.24) 0.8% 14.04 -30.22%
Carborundum Universal Ltd Small Cap Industrials (54.98) 0.77% 64.36 -41.51%
Brigade Enterprises Ltd Small Cap Real Estate (76.96) 0.73% 35.27 -22.44%
Sobha Ltd Small Cap Real Estate (76.96) 0.72% 156.64 -13.37%
Torrent Power Ltd Mid Cap Utilities (27.17) 0.59% 23.61 -7.32%
3M India Ltd Mid Cap Industrials 0.57% - 0%
Linde India Ltd Mid Cap Basic Materials (92.61) 0.53% 123.85 -17.44%
Mahindra Logistics Ltd Small Cap Industrials (104.7) 0.51% -24.12 50.46%
LIC Housing Finance Ltd Mid Cap Financial Services (17.9) 0% 6.14 -22.1%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Tata Mid Cap Fund Regular Plan?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Tata Mid Cap Fund Regular Plan?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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