INF277K01428

CASPeR Ranking #126

Tata Large & Mid Cap Fund Regular Growth

Very High Risk Large & Mid-Cap Equity

NAV (Tue Feb 20 2024)

₹463

Returns (Since Inception)

18.35%

Category Average

21.04%

Rating

3

Allocation and Holdings

Asset class

Weightage

Financial Services

22.47%

Consumer Defensive

5.48%

Energy

5.10%

Basic Materials

3.20%

Consumer Cyclical

2.89%

Communication Services

2.86%

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Overall rating

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Scheme Information

Fund name

Tata Large & Mid Cap Fund Regular Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹64,307 Cr


ISIN

INF277K01428


Inception Date

Jan 01 1970


Standard Deviation

13.061


Beta

0.88


Sharpe Ratio

1.212


Benchmark

IISL Nifty LargeMidcap 250 TR INR

Risk

Very High Risk

Investment Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Managers

Chandraprakash Padiyar

Meeta Shetty

About the AMC

Tata Asset Management Limited


Phone Number

+91 22 6657 8282

Email Address

kiran@tataamc.com

Corporate Office Address

Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Overall AUM

₹64,307 Cr


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frequently asked questions

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What is the current NAV of Tata Large & Mid Cap Fund Regular Growth?

The NAV of Tata Large & Mid Cap Fund Regular Growth is ₹463 as of Tue Feb 20 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Tata Large & Mid Cap Fund Regular Growth?

Chandraprakash Padiyar is the current fund manager of Tata Large & Mid Cap Fund Regular Growth as on Wed Feb 21 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Tata Large & Mid Cap Fund Regular Growth?

The Expense Ratio of Tata Large & Mid Cap Fund Regular Growth is 0.00% as of Wed Feb 21 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 0.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Tata Large & Mid Cap Fund Regular Growth?

The minimum Systematic Investment Plan (SIP) amount required for Tata Large & Mid Cap Fund Regular Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Tata Large & Mid Cap Fund Regular Growth?

To initiate a lump sum investment in Tata Large & Mid Cap Fund Regular Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Tata Large & Mid Cap Fund Regular Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Tata Large & Mid Cap Fund Regular Growth is classified as Very High Risk.

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What is the category of Tata Large & Mid Cap Fund Regular Growth?

The category of the Tata Large & Mid Cap Fund Regular Growth is Equity.

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