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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹587.7750
-1.16%
(9 Jan)
AUM
8,753 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.0%
+8.5%
+6.8%
+4.7%
+3.2%
-2.2%
3Y
+24.0%
+22.6%
+24.4%
+18.4%
+13.5%
+25.2%
5Y
+21.9%
+21.3%
+19.7%
+17.6%
+15.9%
+22.7%
ALL
+16.2%
+15.2%
+17.9%
+13.4%
+15.6%
+22.5%
VOL
15.8%
15.4%
15.6%
-
15.1%
19.3%
TER
0.6%
0.9%
0.6%
-
0.7%
0.7%
AUM
₹12,784 Cr
₹5,498 Cr
₹9,406 Cr
-
₹8,753 Cr
₹15,055 Cr
INFO
1.02
0.99
1.15
-
1.04
1.17
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 Nov
Top holdings
HDFC Bank Ltd
9.9%
Reliance Industries Ltd
5.0%
State Bank of India
4.9%
IDFC First Bank Ltd
4.4%
Godrej Properties Ltd
4.1%
PI Industries Ltd
4.1%
Varun Beverages Ltd
3.9%
Bharti Airtel Ltd
3.8%
ICICI Bank Ltd
3.6%
SBI Cards and Payment Services Ltd Ordinary Shares
3.6%
Top industry exposure
Financial Services
31.6%
Basic Materials
13.8%
Industrials
11.6%
Consumer Defensive
7.5%
Communication Services
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
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