Tata Large & Mid Cap Fund

Equity | Large & Mid Cap Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹5,000 0.9 % 4★ ₹3,503 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹5,000 0.9 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹3,503 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 16.0% 20.2% 15.0% 16.7%
Category Average 8.3% 21.7% 13.7% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.04%
Reverse Repo
5.99%
Reliance Industr
5.46%
St Bk of India
5.24%
HDFC Bank
4.7%
Others
70.57%
Banks
23.71%
Auto Components
6.39%
Industrial Products
6.16%
Debt
5.99%
Petroleum Products
5.46%
Others
52.28%
Equity
94.55%
Reverse Repos
5.99%
Net Curr Ass/Net Receivables
-0.52%

Fund House Details

Tata Mutual Fund

Tata Large & Mid Cap Fund

Fund Manager
Chandraprakash Padiyar

Exit Load

Exit Load On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Advance Ratio

0.03 1.04 0.85 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The Tata Large & Mid Cap Fund has delivered 16.7% since inception
The NAV of Tata Large & Mid Cap Fund is ₹411.6 as of 02 December 2022.
The expense ratio of Tata Large & Mid Cap Fund is 0.9 % as of 02 December 2022.
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”.
Invest Now