Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Scheme Information
Investment Objective
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Tata Asset Management Limited manages assets worth 67,484 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)
About Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is a diversified equity fund and has delivered an annualised return of 19.5% over a period of 22 years .The fund was previously known as Tata Large & Mid Cap Reg DR.The fund is managed by Tata Asset Management Limited.The fund managers are Chandraprakash Padiyar, Meeta Shetty
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Investment Objective
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk
The Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Apr 16, 1999. The NAV (Net Asset Value) of this diversified equity as of 2021-07-29 is ₹ 49.327. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 2397.662. The category risk of the Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk.
The fund charges 2.13 % as expense ratio.
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are icici bank ltd,reliance industries ltd shs dematerialised and hdfc bank ltd
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Review
Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Large & Mid Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 4 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
