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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹599.1592
+0.16%
(20 Aug)
AUM
8,773 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
+14.2%
+7.3%
+6.0%
+2.9%
+1.1%
+0.6%
3Y
+27.2%
+28.6%
+22.3%
+25.6%
+19.0%
+16.4%
5Y
+26.0%
+30.1%
+27.4%
+27.1%
+23.0%
+20.8%
ALL
+18.9%
+24.8%
+17.0%
+16.5%
+14.5%
+16.3%
VOL
15.7%
19.6%
15.4%
16.0%
-
15.2%
TER
0.6%
0.7%
0.8%
0.6%
-
0.6%
AUM
₹8,007 Cr
₹12,428 Cr
₹23,246 Cr
₹9,997 Cr
-
₹8,773 Cr
INFO
1.20
1.26
1.10
1.03
-
1.07
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 Jul
Top holdings
HDFC Bank Ltd
10.1%
PI Industries Ltd
5.1%
A) Repo
5.0%
Reliance Industries Ltd
4.4%
Varun Beverages Ltd
4.2%
State Bank of India
3.9%
ICICI Bank Ltd
3.9%
IDFC First Bank Ltd
3.7%
Godrej Properties Ltd
3.7%
Bharti Airtel Ltd
3.4%
Top industry exposure
Financial Services
31.1%
Basic Materials
14.6%
Industrials
10.0%
Healthcare
6.8%
Consumer Defensive
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
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