• Mutual Funds
  • TATA Mutual Fund
  • Tata Large & Mid Cap Fund (Growth)

Formerly Tata Equity Opportunity Reg Gr

TATA Mutual Fund

Tata Large & Mid Cap Fund (Growth)

EquityLarge & Mid Cap

489.6603

NAV (May 24)

18.6%
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

Good

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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

489.6603

NAV (May 24)

Fund Returns

Last 1Y
32.9%
Last 3Y
19.4%
Last 5Y
18.6%
Last 10Y
15.7%
Since Inception
13.3%
6 Month CAGR
18.9%

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
1.79
Launched (31y ago)
Feb 25, 1993
AUM in Crores
7203.514
ISIN
INF277K01428
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.6
Standard Deviation (5yr)
18.6
Beta (3yr)
0.83
Beta (5yr)
0.92
Sharpe Ratio (3yr)
1.216
Sharpe Ratio (5yr)
0.757
YTM
0
Fund Managers

Meeta Shetty

Fund Manager

Chandraprakash Padiyar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Large & Mid Cap Fund (Growth)70%11,71,497 4,38,88518.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-24

Top Stock Holdings

hdfc bank ltd

8%
8%

varun beverages ltd

5.6%
5.6%

a) repo

4.8%
4.8%

state bank of india

4.7%
4.7%

reliance industries ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

29.8%
29.8%

industrials

13.6%
13.6%

consumer cyclical

11%
11%

basic materials

10.4%
10.4%

consumer defensive

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,874 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.9%

13.1%

28.1%

26.2%

19.4%

18.9%

5.9%

6.7%

18%

19.5%

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 13.3% over a period of 31 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 5/24/2024 is ₹489.66 with the total AUM as of 5/26/2024 is ₹7203.514. 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 Nifty LargeMidcap 250 TR INR.

Tata Large & Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 32.9% 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 instruments 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 1.79% for regular plan.