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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹598.0180
+0.62%
(12 Dec)
AUM
8,753 Cr
TER
0.65%
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
+5.0%
+4.7%
+3.8%
+0.7%
-0.8%
-3.8%
3Y
+23.8%
+24.4%
+22.1%
+18.0%
+13.2%
+25.3%
5Y
+23.8%
+22.2%
+23.2%
+19.7%
+17.2%
+25.4%
ALL
+16.4%
+18.3%
+15.4%
+13.8%
+15.9%
+23.4%
VOL
15.9%
15.6%
15.5%
-
15.1%
19.3%
TER
0.6%
0.6%
1.0%
-
0.7%
0.7%
AUM
₹11,799 Cr
₹9,406 Cr
₹5,498 Cr
-
₹8,753 Cr
₹15,146 Cr
INFO
1.03
1.17
1.00
-
1.05
1.21
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 Oct
Top holdings
HDFC Bank Ltd
9.6%
Reliance Industries Ltd
4.7%
State Bank of India
4.6%
IDFC First Bank Ltd
4.5%
Godrej Properties Ltd
4.4%
PI Industries Ltd
4.3%
Varun Beverages Ltd
3.7%
Bharti Airtel Ltd
3.7%
SBI Cards and Payment Services Ltd Ordinary Shares
3.5%
ICICI Bank Ltd
3.5%
Top industry exposure
Financial Services
30.6%
Basic Materials
13.8%
Industrials
11.2%
Consumer Defensive
7.6%
Communication Services
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
17%
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