Tata Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Large & Mid Cap Growth Direct Plan

NAV
₹601.6168
+1.58%
(6 Jun)
AUM
8,294 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+29.5%
+26.0%
+17.8%
+17.4%
+10.7%
+9.2%
3Y
+33.0%
+27.8%
+28.1%
+25.0%
+22.2%
+20.2%
5Y
+32.7%
+27.4%
+30.4%
+29.2%
+25.8%
+23.7%
ALL
+25.7%
+18.6%
+16.5%
+15.5%
+15.6%
+16.5%
VOL
19.8%
15.8%
16.1%
15.7%
-
15.3%
TER
0.7%
0.7%
0.6%
0.9%
-
0.7%
AUM
₹10,840 Cr
₹6,765 Cr
₹8,408 Cr
₹4,349 Cr
-
₹8,294 Cr
INFO
1.30
1.18
1.03
0.99
-
1.08
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
10.4%
Reliance Industries Ltd
4.7%
PI Industries Ltd
4.5%
ICICI Bank Ltd
4.4%
Varun Beverages Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
3.5%
IDFC First Bank Ltd
3.4%
SBI Cards and Payment Services Ltd Ordinary Shares
3.4%
Fortis Healthcare Ltd
3.0%
Top industry exposure
Financial Services
34.0%
Basic Materials
13.1%
Industrials
8.9%
Healthcare
7.1%
Consumer Cyclical
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
10%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Fund manager(s)
Chandraprakash Padiyar
Meeta Shetty

FAQs