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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹604.8881
-1.12%
(25 Jul)
AUM
8,887 Cr
TER
0.63%
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
+17.6%
+17.0%
+6.5%
+5.3%
+4.0%
+2.6%
3Y
+29.5%
+32.4%
+27.9%
+24.5%
+19.7%
+20.8%
5Y
+26.9%
+31.3%
+28.7%
+27.4%
+22.1%
+23.9%
ALL
+19.0%
+25.8%
+16.6%
+15.6%
+16.6%
+14.9%
VOL
15.7%
19.7%
16.0%
15.6%
15.2%
-
TER
0.7%
0.6%
0.6%
1.1%
0.6%
-
AUM
₹7,887 Cr
₹11,816 Cr
₹9,735 Cr
₹4,866 Cr
₹8,887 Cr
-
INFO
1.21
1.31
1.04
1.00
1.09
-
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 Jun
Top holdings
HDFC Bank Ltd
9.9%
PI Industries Ltd
4.8%
Reliance Industries Ltd
4.7%
State Bank of India
4.0%
ICICI Bank Ltd
3.7%
IDFC First Bank Ltd
3.7%
Varun Beverages Ltd
3.6%
Bharti Airtel Ltd
3.6%
SBI Cards and Payment Services Ltd Ordinary Shares
3.4%
Fortis Healthcare Ltd
3.2%
Top industry exposure
Financial Services
33.6%
Basic Materials
13.9%
Industrials
9.8%
Healthcare
7.5%
Consumer Cyclical
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
12%
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
Kapil Malhotra

FAQs