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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹588.4892
+0.43%
(16 May)
AUM
8,294 Cr
TER
0.66%
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
+20.9%
+20.4%
+15.7%
+13.8%
+10.8%
+8.6%
3Y
+29.3%
+33.0%
+26.9%
+29.1%
+22.3%
+21.6%
5Y
+28.6%
+33.3%
+32.5%
+32.1%
+27.0%
+25.5%
ALL
+18.4%
+25.1%
+17.2%
+16.4%
+15.6%
+16.5%
VOL
15.8%
19.9%
15.5%
16.1%
-
15.3%
TER
0.7%
0.7%
0.8%
0.6%
-
0.7%
AUM
₹6,765 Cr
₹9,176 Cr
₹20,352 Cr
₹8,408 Cr
-
₹8,294 Cr
INFO
1.17
1.26
1.11
1.02
-
1.08
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 Apr
Top holdings
HDFC Bank Ltd
10.4%
Reliance Industries Ltd
4.7%
PI Industries Ltd
4.5%
ICICI Bank Ltd
4.4%
Varun Beverages Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
3.5%
IDFC First Bank Ltd
3.4%
SBI Cards and Payment Services Ltd Ordinary Shares
3.4%
Fortis Healthcare Ltd
3.0%
Top industry exposure
Financial Services
34.0%
Basic Materials
13.1%
Industrials
8.9%
Healthcare
7.1%
Consumer Cyclical
6.5%
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