Tata Large & Mid Cap Fund
150
Min SIP
5,000
Min Lumpsum
0.87 %
Expense Ratio
Rating
4,043
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.6% | 27.9% | 15.6% | 16.1% | ||||
| Category Average | 17% | 28.6% | 14.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
Varun Beverages
St Bk of India
Others
Advance Ratio
0.12
Alpha
4.22
SD
0.89
Beta
0.51
Sharpe
Exit Load
| Exit Load | Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotmen: Nil |
|---|
Fund Objective
Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.
Fund Managers
Chandraprakash Padiyar
At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 8,589
-
18.2%Fund Size - 8,589
-
32.9%Fund Size - 8,589
-
14.5%Fund Size - 8,589
-
- Equity .
- Large & Mid Cap .
-
- 7,364
-
17.4%Fund Size - 7,364
-
31.9%Fund Size - 7,364
-
15.2%Fund Size - 7,364
-
- Equity .
- Large & Mid Cap .
-
- 10,512
-
19.7%Fund Size - 10,512
-
31%Fund Size - 10,512
-
15.4%Fund Size - 10,512
-
- Equity .
- Large & Mid Cap .
-
- 1,619
-
16.9%Fund Size - 1,619
-
29.6%Fund Size - 1,619
-
12.1%Fund Size - 1,619
-
- Equity .
- Large & Mid Cap .
-
- 2,446
-
19.4%Fund Size - 2,446
-
29.5%Fund Size - 2,446
-
12.6%Fund Size - 2,446
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Large & Mid Cap Fund ?
You can invest in Tata Large & Mid Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Large & Mid Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Large & Mid Cap Fund ?
The NAV of Tata Large & Mid Cap Fund is ₹421.2 as of 02 June 2023.
How to redeem Tata Large & Mid Cap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Large & Mid Cap Fund?
The minimum SIP amount of Tata Large & Mid Cap Fund is ₹150
What are the top sectors Tata Large & Mid Cap Fund has invested in??
The top sectors Tata Large & Mid Cap Fund has invested in are
- ICICI Bank - 7.04%
- Reliance Industr - 5.81%
- HDFC Bank - 5.43%
- Varun Beverages - 5.25%
- St Bk of India - 5.01%
How much returns have Tata Large & Mid Cap Fund generated ?
The Tata Large & Mid Cap Fund has delivered 16.1% since inception
What is the expense ratio of Tata Large & Mid Cap Fund ?
The expense ratio of Tata Large & Mid Cap Fund is 0.87 % as of 02 June 2023.
What is the AUM of Tata Large & Mid Cap Fund?
The AUM of Tata Large & Mid Cap Fund is ₹88,392 Cr as of 02 June 2023
What are the top stock holdings of Tata Large & Mid Cap Fund?
The top stock holdings of Tata Large & Mid Cap Fund are
- ICICI Bank - 7.04%
- Reliance Industr - 5.81%
- HDFC Bank - 5.43%
- Varun Beverages - 5.25%
- St Bk of India - 5.01%