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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹558.4669
+0.04%
(3 Apr)
AUM
7,420 Cr
TER
0.67%
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
+14.7%
+12.6%
+11.1%
+10.5%
+6.0%
+5.2%
3Y
+20.9%
+24.3%
+22.2%
+20.3%
+15.5%
+16.4%
5Y
+28.9%
+32.6%
+33.0%
+33.6%
+28.5%
+26.9%
ALL
+17.9%
+23.4%
+16.1%
+16.7%
+15.3%
+16.2%
VOL
15.7%
19.5%
16.0%
15.5%
-
15.2%
TER
0.7%
0.6%
0.6%
0.8%
-
0.7%
AUM
₹5,930 Cr
₹7,625 Cr
₹7,234 Cr
₹17,818 Cr
-
₹7,420 Cr
INFO
1.14
1.20
1.00
1.08
-
1.06
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 28th Feb
Top holdings
HDFC Bank Ltd
10.4%
Reliance Industries Ltd
4.5%
ICICI Bank Ltd
4.1%
PI Industries Ltd
4.1%
State Bank of India
4.0%
Varun Beverages Ltd
4.0%
SBI Cards and Payment Services Ltd Ordinary Shares
3.6%
IDFC First Bank Ltd
3.4%
Bharti Airtel Ltd
3.3%
A) Repo
3.2%
Top industry exposure
Financial Services
33.8%
Industrials
11.2%
Basic Materials
11.1%
Healthcare
7.0%
Consumer Cyclical
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
10%
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
Meeta Shetty

FAQs