CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Regular Growth
3Y Annualised
8.52%
-0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.85%
-0.02% 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
8 years 6 months
NIFTY 50
8 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹7887.02 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 Reinvestment of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
203rd
Tata Large & Mid Cap Fund Regular Growth
3.85%
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 ₹7887.02 Cr worth of assets under management (AUM) as of Thu Jul 23 2026. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Mon Jul 13 2026 is ₹504.7244. The fund has an expense ratio of 1.53%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are -4.65%. Since launch, it has delivered 12.47% average annual returns.
The Tata Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Real Estate, Communication Services, Energy, Basic Materials sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 8.70%
- State Bank of India: 5.47%
- IDFC First Bank Ltd: 4.86%
- Varun Beverages Ltd: 4.50%
- Godrej Properties Ltd: 4.02%
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
8.52%
expense ratio
1.53%
fund size
₹7887.02 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.46%
expense ratio
1.00%
fund size
₹2930.92 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
18.64%
expense ratio
1.58%
fund size
₹5868.39 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
13.86%
expense ratio
1.52%
fund size
₹8341.71 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
