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

Tata Large & Mid Cap Growth Direct Plan

NAV
₹518.7114
-2.99%
(19 Mar)
AUM
8,143 Cr
TER
0.72%
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
+9.9%
+7.1%
+6.9%
+6.0%
+3.2%
-5.0%
3Y
+24.3%
+22.9%
+23.2%
+21.0%
+16.9%
+10.9%
5Y
+20.4%
+19.0%
+17.1%
+17.4%
+14.6%
+11.4%
ALL
+21.0%
+15.3%
+16.8%
+14.2%
+12.1%
+14.3%
VOL
19.4%
15.8%
15.7%
15.4%
-
15.1%
TER
0.8%
0.5%
0.6%
0.9%
-
0.7%
AUM
₹15,017 Cr
₹14,780 Cr
₹9,392 Cr
₹5,724 Cr
-
₹8,143 Cr
INFO
1.08
0.96
1.07
0.92
-
0.95
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 28th Feb
Top holdings
HDFC Bank Ltd
9.4%
State Bank of India
6.2%
IDFC First Bank Ltd
4.4%
SBI Cards and Payment Services Ltd Ordinary Shares
4.2%
PI Industries Ltd
4.1%
Reliance Industries Ltd
3.9%
ICICI Bank Ltd
3.9%
Varun Beverages Ltd
3.9%
Bharti Airtel Ltd
3.6%
Godrej Properties Ltd
3.6%
Top industry exposure
Financial Services
32.7%
Basic Materials
14.2%
Industrials
10.7%
Consumer Defensive
7.4%
Healthcare
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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