Tata Large and Midcap Fund - Regular - Growth+0.2%

-1.6%
1 Year Return
Equity
Large & Mid Cap
3.0 star
1Y
3Y
5Y

Fund Details

Tata Large and Midcap Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.26%
NAV187.6 (14-Nov-2018)
Fund Started25-Feb-1993
Fund Size1,253 Cr

Returns

Fund
1Y
3Y
5Y
Tata Large and Midcap Fund - Regular - Growth
-1.6%
8.6% p.a
15.2% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -1.6% annual returns

    Comparison

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

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    HDFC Bank Ltd.8.5%Financial ServicesEquityLarge Cap106.8
    ICICI Bank Ltd. 8.3%Financial ServicesEquityLarge Cap103.5
    Tata Consultancy Services Ltd.5.4%ITEquityLarge Cap67.8
    Varun Beverages Ltd.5.0%Consumer GoodsEquityMid Cap62.4
    ITC Ltd.4.1%Consumer GoodsEquityLarge Cap51.9
    Gujarat State Petronet Ltd.4.0%EnergyEquityMid Cap49.6
    State Bank of India3.9%Financial ServicesEquityLarge Cap48.5
    Kotak Mahindra Bank Ltd.3.2%Financial ServicesEquityLarge Cap40.3
    Federal Bank Ltd.3.2%Financial ServicesEquityMid Cap39.7
    AIA Engineering Ltd.2.9%Industrial ManufacturingEquityMid Cap36.7
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    About Tata Mutual Fund

    Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

    Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.

    It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.

    They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.

    Launch Date29 Jun 1995
    AddressMafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Assets44,897 Cr
    SponsorNA
    Phone022 6657 8282
    Emailservice@tataamc.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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