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Tata Mutual Fund

Tata Large & Mid Cap Fund Direct Plan - Growth

NAV
returns change indicator
313.4260
as on 03 Mar 2021, 10:20 PM
6.1595(2.00%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by CRISIL
3
starstarstarstarstar
rated by Value Research
Videos: for Tata Mutual Fund
Tata Large & Mid Cap Fund

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
4th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
144,559
star
148,158
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
48,158
Profit (absolute return)
48.16%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
16.23%
In the last 6 months
30.49%
In the last 1 year
34.68%
In the last 3 years
48.16%
In the last 5 years
119.63%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Tata Large & Mid Cap Fund Direct Plan - Growth
Tata Large & Mid Cap Fund Direct Plan - Growth
as of 31 Jan 2021, 05:30 AM
1,885.62 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
1.13%
Expense Ratio
Plan
Growth
1.52%
Cash Holding
Benchmark
NIFTY Large Midcap 250 Total Return Index
Scheme Document
Benchmark
NIFTY Large Midcap 250 Total Return Index
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Jan 2021
Sort By
Financial
29.88%
563.42 Cr
Energy
11.12%
209.68 Cr
FMCG
9.34%
176.12 Cr
Chemicals
8.30%
156.51 Cr
Technology
8.25%
155.56 Cr
Engineering
6.81%
128.41 Cr
Communication
6.02%
113.51 Cr
Healthcare
5.99%
112.95 Cr
Automobile
4.80%
90.51 Cr
Construction
4.78%
90.13 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Jan 2021
Sort By
ICICI Bank Ltd.
8.12%
153.11 Cr
HDFC Bank Ltd.
7.93%
149.53 Cr
Reliance Industries Ltd.
7.42%
139.91 Cr
Bharti Airtel Ltd.
6.02%
113.51 Cr
Varun Beverages Ltd.
5.48%
103.33 Cr
State Bank of India
4.79%
90.32 Cr
Tata Consultancy Services Ltd.
4.21%
79.38 Cr
Sundram Fasteners Ltd.
4.16%
78.44 Cr
Gujarat State Petronet Ltd.
3.70%
69.77 Cr
Natco Pharma Ltd.
2.88%
54.31 Cr
View All
View All

About Tata Large & Mid Cap Fund Direct Plan - Growth

Tata Large & Mid Cap Fund Direct Plan - Growth is a Equity mutual fund scheme from Tata Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Chandraprakash Padiyar. It has an AUM of ₹1,885.62 Crores and the latest NAV decalared is ₹313.426 as on 04 Mar 2021 at 3:18 am.
Tata Large & Mid Cap Fund Direct Plan - Growth scheme return performance in last 1 year is 34.68%, in last 3 years is 48.16% and 244.94% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,885.62 Cr
Category:Equity: Large & MidCap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.

AMC Information

Tata Mutual Fund
Tata Mutual Fund
View AMC Details
57,299.82 Cr
AUM
96
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101