- Mutual Funds
- TATA Mutual Fund
- Tata Large & Mid Cap Fund (Growth)
Formerly Tata Equity Opportunity Reg Gr
Tata Large & Mid Cap Fund (Growth)
₹ 418.4806
NAV (Nov 30)
Large & mid cap 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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 418.4806
NAV (Nov 30)
Fund Returns
Last 1Y | 13.8% |
Last 3Y | 20% |
Last 5Y | 16.9% |
Last 10Y | 16.2% |
Since Inception | 12.9% |
6 Month CAGR | 10.9% |
Scheme Information
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.
Expense Ratio | 1.87 |
Launched (30y ago) | Feb 25, 1993 |
AUM in Crores | 5248.363 |
ISIN | INF277K01428 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 18.7 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 1.16 |
Sharpe Ratio (5yr) | 0.647 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Large & Mid Cap Fund (Growth) | 11,19,360 | 3,86,748 | 16.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
7.5%varun beverages ltd
5.1%a) repo
5%reliance industries ltd
4.6%icici bank ltd
4.4%Allocation by Sector
financial services
29.7%industrials
10.8%consumer cyclical
9.8%basic materials
9.2%consumer defensive
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 11.8% | ||
22.3% | 16.6% | ||
20% | 16.2% | ||
33.7% | 14.7% | ||
22.2% | 16.5% |
Tata Large & Mid Cap Fund (G) Review
Tata Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.9% over a period of 30 years. The fund was previously known as Tata Equity Opportunity Reg Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Chandraprakash Padiyar, Meeta Shetty.
Nav of Tata Large & Mid Cap Fund (G) as of 11/30/2023 is ₹418.48 with the total AUM as of 12/1/2023 is ₹5248.363. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Large & Mid Cap Fund (G) was launched on Feb 25, 1993. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Large & Mid Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Tata Large & Mid Cap Fund (G) 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 (G) is rated as a 2 fund in Equity and delivered 13.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Large & Mid Cap Fund (G).
Frequently Asked Questions
What is Tata Large & Mid Cap Fund (G)?
How to invest in Tata Large & Mid Cap Fund (G)?
You can invest in Tata Large & Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Large & Mid Cap Fund (G)?
The minimum sip amount for Tata Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, Tata Large & Mid Cap Fund (G) is a Neutral fund. You can investTata Large & Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Large & Mid Cap Fund (G)?
The expense ratio of the Tata Large & Mid Cap Fund (G) is 1.87% for regular plan.