CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Regular Growth
3Y Annualised
15.27%
0.46% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-7.25%
0.46% 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
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹7943.04 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
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%
38th
Tata Large & Mid Cap Fund Regular Growth
-7.25%
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 ₹7943.04 Cr worth of assets under management (AUM) as of Wed Mar 05 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Regular Growth as of Tue Mar 04 2025 is ₹459.2325. 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 -1.06%. Since launch, it has delivered 12.70% 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: 9.55%
- Varun Beverages Ltd: 4.59%
- Reliance Industries Ltd: 4.46%
- State Bank of India: 4.23%
- ICICI Bank Ltd: 4.02%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| 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 Limited
Tata Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-Cap
3Y CAGR
15.27%
expense ratio
1.78%
fund size
₹7943.04 Cr
Tata Short Term Bond Fund Regular Growth
Fixed IncomeShort Duration
3Y CAGR
5.90%
expense ratio
1.20%
fund size
₹2706.86 Cr
Tata Equity Savings Regular Growth
AllocationEquity Savings
3Y CAGR
8.99%
expense ratio
1.14%
fund size
₹249.86 Cr
Tata Mid Cap Growth Fund Regular Growth
EquityMid-Cap
3Y CAGR
17.21%
expense ratio
1.88%
fund size
₹4353.63 Cr
Tata Equity P/E Fund Regular Growth
EquityValue
3Y CAGR
18.19%
expense ratio
1.81%
fund size
₹8067.54 Cr
FAQs
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