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  • Tata Large & Mid Cap Fund (Growth)

Formerly Tata Equity Opportunity Reg Gr

TATA Mutual Fund

Tata Large & Mid Cap Fund (Growth)

EquityLarge & Mid Cap

371.3445

NAV (Dec 06)

14.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

371.3445

NAV (Dec 6)

Fund Returns

Last 1Y

16.6%

Last 3Y

19.8%

Last 5Y

14.1%

Last 10Y

15.4%

Since Inception

12.9%

6 Month CAGR

20.2%

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.

Expense Ratio

2.08

Launched (29y ago)

Feb 25, 1993

AUM in Crores

3503.740

ISIN

INF277K01428

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.5

Standard Deviation (5yr)

19.4

Beta (3yr)

0.94

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.722

Sharpe Ratio (5yr)

0.5

YTM

0

Fund Managers

Meeta Shetty

Fund Manager

Chandraprakash Padiyar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-06

Top Stock Holdings

icici bank ltd

8%
8%

a) repo

6%
6%

reliance industries ltd

5.5%
5.5%

state bank of india

5.2%
5.2%

hdfc bank ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

28.8%
28.8%

consumer cyclical

13.1%
13.1%

industrials

9.2%
9.2%

basic materials

8.5%
8.5%

technology

8.1%
8.1%
See all sectors

Compare Tata Large & Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    27.1%

    17%

    21.6%

    16.3%

    25.1%

    14%

    27.1%

    16.9%

    25.1%

    14%

    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 29 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 12/6/2022 is ₹371.34 with the total AUM as of 12/7/2022 is ₹3503.74. 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 3 fund in Equity and delivered 16.6% 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)?

    Tata Large & Mid Cap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 2.08% for regular plan.