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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)

    EquityDiversified

    Top Ranked

    331.3963

    NAV (Sep 17)

    14.7%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Tata Large & Mid Cap Fund (Growth) is a good choice within diversified mutual funds.

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    28 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    2,636 Cr. Large within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    331.3963

    NAV (Sep 17)

    Fund Returns

    Last 1Y
    54.9%
    Last 3Y
    19.7%
    Last 5Y
    14.7%
    Last 10Y
    16.1%
    Since Inception
    13%
    6 Month CAGR
    18.4%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.32
    Launched (28y ago)
    Feb 25, 1993
    AUM in Crores
    2635.783
    ISIN
    INF277K01428
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Chandraprakash Padiyar

    Fund Manager

    user-avatar

    Meeta Shetty

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    ₹ 19,429 cr

    5

    ₹ 5,308 cr

    5

    ₹ 4,853 cr

    5

    ₹ 3,705 cr

    5

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Tata Asset Management Limited

    Tata Asset Management Limited manages assets worth 82,007 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

  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.1%

    7.2%

    3.9%

    5.4%

    4.8%

    5.5%

    19.7%

    13%

    16.3%

    16.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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 (G)

    About Tata Large & Mid Cap Fund (G)

    Tata Large & Mid Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 13% over a period of 28 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

    Tata Large & Mid Cap Fund (G) 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 (G) NAV,AUM,Risk

    The Tata Large & Mid Cap Fund (G) fund was launched on Feb 25, 1993. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-17 is ₹331.40. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹2635.783. The category risk of the Tata Large & Mid Cap Fund (G) fund is Very High Risk. The fund charges 2.32 % as expense ratio.

    Tata Large & Mid Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.1% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , hdfc bank ltd , state bank of india , varun beverages ltd , a) repo , sundaram fasteners ltd , gujarat state petronet ltd , tata consultancy services ltd , bharti airtel ltd , pi industries ltd , basf india ltd , tube investments of india ltd ordinary shares , infosys ltd , aia engineering ltd , natco pharma ltd , housing development finance corp ltd , kotak mahindra bank ltd , ajanta pharma ltd , fortis healthcare ltd , redington (india) ltd , oracle financial services software ltd , itc ltd , cummins india ltd , ultratech cement ltd , aditya birla fashion and retail ltd , acc ltd , quess corp ltd , akzo nobel india ltd , larsen & toubro ltd , syngene international ltd , elantas beck india ltd , hindustan unilever ltd , idfc first bank ltd , mahindra & mahindra ltd , thermax ltd , maruti suzuki india ltd , nuvoco vista corp ltd , solar industries india ltd , divi's laboratories ltd , cash / net current asset

    Tata Large & Mid Cap Fund (G) 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 (G) 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 (G) Review

    Tata Large & Mid Cap Fund (G) 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 (G) 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.

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