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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Category: Equity: Large and Mid Cap Launch Date: 31-03-1993
AUM:

₹ 7,802.21 Cr

Expense Ratio

1.81%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF277K01428

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

100

Fund Manager

Chandraprakash Padiyar, Kapil Malhotra

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Large & Mid Cap Fund- Regular Plan - Growth Option -7.58 8.14 10.17
NIFTY LARGE MIDCAP 250 TRI 1.48 16.16 14.26
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
480.6825
Last change
-1.3 (-0.2699%)
Fund Size (AUM)
₹ 7,802.21 Cr
Performance
12.21% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented companies.

Fund Manager
Chandraprakash Padiyar, Kapil Malhotra
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.51
STATE BANK OF INDIA EQ NEW RE. 1/- 5.75
Varun Beverages Ltd 4.61
IDFC FIRST BANK LIMITED EQ 4.31
RELIANCE INDUSTRIES LIMITED EQ 4.22
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- 4.15
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.06
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/- 4.0
SBI CARDS AND PAYMENT SERVICES LIMITED EQ 3.8
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.72

Sector Allocation

Sector Holdings (%)
Financial Services 15.23
Fast Moving Consumer Goods 4.02
Chemicals 3.91
Automobile and Auto Components 3.28
Telecommunication 3.19
Healthcare 3.06
Construction Materials 2.81
Capital Goods 2.22
Oil, Gas & Consumable Fuels 2.11
Realty 2.0

Peer Comparison

Scheme Name 5Y (%)
Tata Large & MidCap Reg Gr 10.17