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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹525.8096
-0.16%
(19 Apr)
AUM
6,822 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+64.4%
+54.9%
+48.6%
+46.2%
+40.9%
+34.4%
3Y
+31.8%
+27.8%
+27.2%
+27.9%
+21.8%
+21.6%
5Y
+26.9%
NA
+21.1%
+21.7%
+17.9%
+19.2%
ALL
+21.3%
+25.7%
+14.3%
+17.2%
+15.5%
+17.1%
VOL
16.7%
18.9%
16.5%
15.6%
-
15.2%
TER
0.8%
0.5%
0.8%
0.8%
-
0.7%
AUM
₹2,110 Cr
₹3,663 Cr
₹17,314 Cr
₹12,307 Cr
-
₹6,822 Cr
INFO
1.27
1.36
0.87
1.10
-
1.12
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 Mar
Top holdings
HDFC Bank Ltd
7.9%
Varun Beverages Ltd
5.6%
Cash / Net Current Asset
5.3%
Reliance Industries Ltd
5.0%
State Bank of India
4.5%
ICICI Bank Ltd
4.1%
PI Industries Ltd
3.7%
Tata Motors Ltd
3.1%
IDFC First Bank Ltd
3.0%
HDFC Asset Management Co Ltd
2.9%
Top industry exposure
Financial Services
29.4%
Industrials
13.2%
Basic Materials
10.6%
Consumer Cyclical
10.6%
Consumer Defensive
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
8%
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Chandraprakash Padiyar
Meeta Shetty

FAQs