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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹603.7033
+0.72%
(20 Oct)
AUM
8,510 Cr
TER
0.65%
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
+9.6%
+7.3%
+4.0%
+3.8%
+1.5%
-1.8%
3Y
+27.8%
+23.7%
+31.0%
+26.4%
+19.7%
+16.2%
5Y
+25.5%
+29.2%
+30.9%
+27.1%
+23.0%
+20.9%
ALL
+18.7%
+17.1%
+25.2%
+16.5%
+14.7%
+16.1%
VOL
15.7%
15.3%
19.5%
15.9%
-
15.2%
TER
0.6%
0.8%
0.7%
0.6%
-
0.7%
AUM
₹8,441 Cr
₹24,424 Cr
₹13,778 Cr
₹10,818 Cr
-
₹8,510 Cr
INFO
1.19
1.11
1.30
1.04
-
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 30th Sep
Top holdings
HDFC Bank Ltd
9.6%
Reliance Industries Ltd
4.5%
State Bank of India
4.5%
PI Industries Ltd
4.3%
Godrej Properties Ltd
3.9%
IDFC First Bank Ltd
3.9%
SBI Cards and Payment Services Ltd Ordinary Shares
3.7%
Varun Beverages Ltd
3.6%
ICICI Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
Top industry exposure
Financial Services
31.3%
Basic Materials
14.3%
Industrials
9.8%
Consumer Defensive
7.6%
Communication Services
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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