CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Regular Growth
3Y Annualised
5.79%
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.60%
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
12 years 4 months
NIFTY 50
10 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹7679.32 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 Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment 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%
222nd
Tata Large & Mid Cap Fund Regular Growth
-3.60%
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 ₹7679.32 Cr worth of assets under management (AUM) as of Sun Sep 13 2026. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Thu Sep 10 2026 is ₹491.664. The fund has an expense ratio of 1.81%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Regular Growth returns for the last 1 year are -5.22%. Since launch, it has delivered 12.32% average annual returns.
The Tata Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Real Estate, Communication Services, Energy, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 7.94%
- State Bank of India: 5.80%
- IDFC First Bank Ltd: 5.40%
- Godrej Properties Ltd: 4.46%
- ICICI Bank Ltd: 4.35%
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
5.79%
expense ratio
1.81%
fund size
₹7679.32 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
6.44%
expense ratio
1.11%
fund size
₹2926.24 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
13.21%
expense ratio
2.02%
fund size
₹6240.29 Cr
Tata Value Fund Regular Growth
EquityValue
3Y CAGR
11.60%
expense ratio
2.05%
fund size
₹8655.69 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
