CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Regular Growth
3Y Annualised
4.47%
-0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.38%
-0.05% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
15 years 10 months
NIFTY 50
12 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹7254.11 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
167th
Tata Large & Mid Cap Fund Regular Growth
-4.38%
Fund Managers
MS
Meeta ShettyFund Manager Since 1 Nov 2019
About Tata Large & Mid Cap Fund Regular Growth
Tata Large & Mid Cap Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 33 years, having been launched on 1993-02-25. Tata Large & Mid Cap Fund Regular Growth has ₹7254.11 Cr worth of assets under management (AUM) as of Thu Oct 15 2026. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Wed Oct 14 2026 is ₹467.6662. The fund has an expense ratio of 1.83%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are -9.35%. Since launch, it has delivered 12.11% average annual returns.
The Tata Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Communication Services, Real Estate, Energy, Industrials sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 8.40%
- State Bank of India: 5.56%
- IDFC First Bank Ltd: 5.42%
- ICICI Bank Ltd: 4.19%
- Varun Beverages Ltd: 4.17%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 1993-02-25 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Large & Mid Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Tata Asset Management Pvt Ltd
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
4.47%
expense ratio
1.83%
fund size
₹7254.11 Cr
Tata Short Term Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.22%
expense ratio
1.11%
fund size
₹2911.82 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
3Y CAGR
9.85%
expense ratio
1.14%
fund size
₹284.62 Cr
Tata Mid Cap Fund Regular Growth
EquityMid-Cap
3Y CAGR
11.67%
expense ratio
2.04%
fund size
₹5859.97 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
10.61%
expense ratio
2.02%
fund size
₹8239.46 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
