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EquityLarge & Mid-Cap

Tata Large & Mid Cap Fund Regular Growth

3Y Annualised

15.09%

0.69% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-2.23%

0.69% 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

4 years 11 months

NIFTY 50

5 years 8 months

FD

9 years 7 months

Fund info

Fund size

₹8772.86 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

Fund Managers

CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
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 Limited. This fund has been in existence for 32 years, having been launched on 1993-02-25. Tata Large & Mid Cap Fund Regular Growth has ₹8772.86 Cr worth of assets under management (AUM) as of Wed Aug 20 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Wed Aug 20 2025 is ₹524.9557. The fund has an expense ratio of 1.74%, which is medium comparable to most other Equity funds.

Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are -0.56%. Since launch, it has delivered 12.96% average annual returns.

The Tata Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Basic Materials, Energy, Consumer Defensive, Real Estate, Communication Services sectors.

Top 5 Holdings of Tata Large & Mid Cap Fund Regular Growth.

  1. HDFC Bank Ltd: 10.12%
  2. PI Industries Ltd: 5.09%
  3. Reliance Industries Ltd: 4.44%
  4. Varun Beverages Ltd: 4.17%
  5. State Bank of India: 3.95%

AMC Information

NameTata Asset Management Limited
Founding Date1993-02-25
Emailkiran@tataamc.com
Phone+91 22 6657 8282
Websitewww.tatamutualfund.com
AddressTata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Tax Implications of Tata Large & Mid Cap Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Tata Asset Management Limited

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Estimated Returns in 3 Years

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Total Amount

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