Tata Large & Mid Cap Fund Regular Growth+0.44%

3Groww
15.09%
1 Year Return
Equity
Large & Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Tata Large & Mid Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.16%
NAV216.15 (11 Nov 2019)
Fund Started25 Feb 1993
Fund Size1,507 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Large & Mid Cap Fund Regular Growth
15.1%
10.5%
9.6%
12.2%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
1
9
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 15.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity5.7%
    Varun Beverages Ltd.FMCGEquity4.7%
    State Bank of IndiaFinancialEquity4.6%
    Tata Consultancy Services Ltd.TechnologyEquity4.0%
    Sundram Fasteners Ltd.EngineeringEquity2.9%
    Muthoot Finance Ltd.FinancialEquity2.8%
    United Spirits Ltd.FMCGEquity2.5%
    Reliance Industries Ltd.EnergyEquity2.3%
    Sundaram Finance Ltd.FinancialEquity1.8%
    Thermax Ltd.EngineeringEquity1.7%
    See All

    Other Details

    Tata Large & Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 25 Feb 1993. Rupesh Patel is the Current Fund Manager of Tata Large & Mid Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,507 Cr and the Latest NAV as of 11 Nov 2019 is ₹216.15.

    The Tata Large & Mid Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days..

    Investment Objective

    To provide Income distribution and long term capital gain while at all times emphasizing the importance of capital appreciation.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

    Compare Funds

    Tata Large & Mid Cap Fund Regular Growth
    VS
    search

    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd