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EquityLarge & Mid-Cap

Tata Large & Mid Cap Fund Regular Growth

3Y Annualised

18.93%

-0.34% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.34%

-0.34% 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

3 years 12 months

NIFTY 50

4 years 9 months

FD

9 years 7 months

Fund info

Fund size

₹8294.11 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹5000

Exit load

0.01%

On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%. Redemptionafter expiry of 90 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 ₹8294.11 Cr worth of assets under management (AUM) as of Sat May 24 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Fri May 23 2025 is ₹513.8017. The fund has an expense ratio of 1.78%, which is medium comparable to most other Equity funds.

Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are 5.26%. Since launch, it has delivered 12.98% average annual returns.

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

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

  1. HDFC Bank Ltd: 10.37%
  2. Reliance Industries Ltd: 4.74%
  3. PI Industries Ltd: 4.55%
  4. ICICI Bank Ltd: 4.36%
  5. Varun Beverages Ltd: 4.27%

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

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₹1,000+ cr

AUM

1+ Lac

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