CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Regular Growth
3Y Annualised
13.23%
-0.43% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.08%
-0.43% 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
5 years 7 months
NIFTY 50
8 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹8057.61 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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Reinvestment of IncomeDistcumCapWdrl
16.24%
2nd
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Payout Inc Dist cum Cap Wdrl
16.24%
3rd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
4th
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
5th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
49th
Tata Large & Mid Cap Fund Regular Growth
0.08%
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 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 ₹8057.61 Cr worth of assets under management (AUM) as of Fri Apr 11 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Wed Apr 09 2025 is ₹471.892. The fund has an expense ratio of 1.79%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are -0.98%. Since launch, it has delivered 12.75% average annual returns.
The Tata Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Energy, Basic Materials, Communication Services, Healthcare sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 10.13%
- Varun Beverages Ltd: 4.55%
- Reliance Industries Ltd: 4.43%
- PI Industries Ltd: 4.41%
- ICICI Bank Ltd: 4.27%
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 Limited
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
13.23%
expense ratio
1.79%
fund size
₹8057.61 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.43%
expense ratio
1.20%
fund size
₹2834.49 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
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8.32%
expense ratio
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fund size
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Tata Mid Cap Growth Fund Regular Growth
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3Y CAGR
14.72%
expense ratio
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fund size
₹4333.24 Cr
Tata Equity P/E Fund Regular Growth
EquityValue
3Y CAGR
15.80%
expense ratio
1.82%
fund size
₹8003.86 Cr
FAQs
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