Tata Large & Mid Cap Fund Growth

Tata Large & Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
+12.31%
3Y annualised
-1.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Mar '26
₹491.30
Min. for SIP
Not Supported
Fund size
₹8,123.32 Cr
Expense ratio
1.78%

Holdings (54)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity9.84%
State Bank of IndiaFinancialEquity5.57%
IDFC First Bank Ltd.FinancialEquity4.96%
Reliance Industries Ltd.EnergyEquity4.28%
PI Industries Ltd.ChemicalsEquity4.17%
Varun Beverages Ltd.Consumer StaplesEquity4.06%
ICICI Bank Ltd.FinancialEquity3.83%
Bharti Airtel Ltd.CommunicationEquity3.81%
SBI Cards And Payment Services Ltd.FinancialEquity3.63%
Godrej Properties Ltd.ConstructionEquity3.30%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.66%
Tega Industries Ltd.Metals & MiningEquity2.51%
ACC Ltd.ConstructionEquity2.26%
Tata Communications Ltd.CommunicationEquity2.22%
Godrej Industries Ltd.Consumer StaplesEquity2.09%
United Breweries Ltd.Consumer StaplesEquity1.91%
Adani Energy Solutions Ltd.EnergyEquity1.87%
Bharat Forge Ltd.AutomobileEquity1.84%
Larsen & Toubro Ltd.ConstructionEquity1.76%
Sundram Fasteners Ltd.Capital GoodsEquity1.71%
Wockhardt Ltd.HealthcareEquity1.67%
Ambuja Cements Ltd.ConstructionEquity1.57%
The Ramco Cements Ltd.ConstructionEquity1.52%
Thermax Ltd.Capital GoodsEquity1.42%
Cummins India Ltd.Capital GoodsEquity1.38%
LIC Housing Finance Ltd.FinancialEquity1.25%
Tata Consultancy Services Ltd.TechnologyEquity1.21%
Sudarshan Chemical Industries Ltd.ChemicalsEquity1.20%
Tube Investments Of India Ltd.AutomobileEquity1.19%
BASF India Ltd.ChemicalsEquity1.18%
Abbott India Ltd.HealthcareEquity1.07%
Lupin Ltd.HealthcareEquity1.06%
Fortis Healthcare Ltd.HealthcareEquity1.05%
Elantas Beck India Ltd.ChemicalsEquity0.95%
Infosys Ltd.TechnologyEquity0.93%
ITC Ltd.Consumer StaplesEquity0.91%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.90%
Ultratech Cement Ltd.ConstructionEquity0.88%
NHPC Ltd.EnergyEquity0.76%
Devyani International Ltd.ServicesEquity0.74%
Gujarat State Petronet Ltd.EnergyEquity0.73%
Kotak Mahindra Bank Ltd.FinancialEquity0.73%
Mankind Pharma Ltd.HealthcareEquity0.68%
Network People Services Technologies Ltd.TechnologyEquity0.64%
Akzo Nobel India Ltd.ChemicalsEquity0.63%
Quess Corp Ltd.FinancialEquity0.61%
Patanjali Foods Ltd.Consumer StaplesEquity0.55%
Oracle Financial Services Software Ltd.TechnologyEquity0.48%
Alkem Laboratories Ltd.HealthcareEquity0.44%
Digitide Solutions Ltd.ServicesEquity0.34%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE0.20%
Divi's Laboratories Ltd.HealthcareEquity0.20%
Bluspring Enterprises Ltd.ServicesEquity0.17%
ITC Hotels Ltd.ServicesEquity0.05%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+12.3%+11.7%+13.7%+12.5%
Category average (Equity Large & MidCap)+17.5%+18.0%+14.7%--
Rank (Equity Large & MidCap)452614--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bandhan Large & Mid Cap Fund Growth
Bandhan Large & Mid Cap Fund Growth
+18.12%+23.39%13,967.60
UTI Large & Mid Cap Fund Plan Growth
UTI Large & Mid Cap Fund Plan Growth
+17.35%+22.06%5,615.34
Nippon India Vision Large & Mid Cap Growth
Nippon India Vision Large & Mid Cap Growth
+16.98%+21.19%6,751.46
ICICI Prudential Large & Mid Cap Fund Growth
ICICI Prudential Large & Mid Cap Fund Growth
+16.32%+21.15%27,444.64
SBI Large & Midcap Fund Growth
SBI Large & Midcap Fund Growth
+19.51%+18.76%37,496.73
Compare

Fund management

CP
Chandraprakash Padiyar
Sep 2018 - Present
View details

Education
Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience
Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.

KM
Kapil Malhotra
Jul 2025 - Present
View details

Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd

About Tata Large & Mid Cap Fund Growth

Tata Large & Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Chandraprakash Padiyar is the Current Fund Manager of Tata Large & Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,22,493 Cr and the Latest NAV as of 02 Mar 2026 is ₹491.30. The Tata Large & Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM₹2,22,493.35 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,