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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹573.2974
-1.25%
(27 Feb)
AUM
8,123 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.4%
+19.7%
+18.7%
+18.5%
+16.3%
+10.0%
3Y
+26.6%
+25.6%
+24.1%
+25.9%
+19.9%
+14.8%
5Y
+19.2%
+21.3%
+19.8%
+21.6%
+16.9%
+14.0%
ALL
+17.8%
+16.1%
+15.1%
+22.1%
+13.1%
+15.3%
VOL
15.6%
15.8%
15.4%
19.4%
-
15.1%
TER
0.6%
0.5%
0.9%
0.7%
-
0.7%
AUM
₹8,959 Cr
₹13,968 Cr
₹5,615 Cr
₹14,602 Cr
-
₹8,123 Cr
INFO
1.14
1.02
0.98
1.14
-
1.02
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 31st Jan
Top holdings
HDFC Bank Ltd
9.8%
State Bank of India
5.6%
IDFC First Bank Ltd
5.0%
Reliance Industries Ltd
4.3%
PI Industries Ltd
4.2%
Varun Beverages Ltd
4.1%
ICICI Bank Ltd
3.8%
Bharti Airtel Ltd
3.8%
SBI Cards and Payment Services Ltd Ordinary Shares
3.6%
Godrej Properties Ltd
3.3%
Top industry exposure
Financial Services
32.5%
Basic Materials
14.3%
Industrials
11.5%
Consumer Defensive
7.4%
Communication Services
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
19%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 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
Kapil Malhotra

FAQs