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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹591.1439
+0.01%
(7 Oct)
AUM
8,501 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+5.5%
+4.5%
+1.8%
+1.8%
-0.3%
-3.3%
3Y
+26.6%
+30.7%
+25.5%
+19.0%
+22.9%
+14.9%
5Y
+24.7%
+30.5%
+26.7%
+22.7%
+23.8%
+20.5%
ALL
+18.4%
+24.9%
+16.4%
+14.1%
NA
+16.0%
VOL
15.7%
19.5%
15.9%
-
18.8%
15.2%
TER
0.6%
0.7%
0.6%
-
0.8%
0.6%
AUM
₹8,125 Cr
₹12,628 Cr
₹10,231 Cr
-
₹4,311 Cr
₹8,501 Cr
INFO
1.17
1.28
1.03
-
0.00
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 31st Aug
Top holdings
HDFC Bank Ltd
9.6%
PI Industries Ltd
4.6%
Reliance Industries Ltd
4.5%
A) Repo
4.4%
State Bank of India
4.1%
Varun Beverages Ltd
4.0%
Godrej Properties Ltd
3.9%
IDFC First Bank Ltd
3.8%
ICICI Bank Ltd
3.8%
Bharti Airtel Ltd
3.5%
Top industry exposure
Financial Services
30.2%
Basic Materials
14.2%
Industrials
10.3%
Consumer Defensive
7.9%
Communication Services
5.8%
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