• 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)

EquityDiversified

Top Ranked

337.2631

NAV (Jan 19)

15.7%
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

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

Relative Size

2,854 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

Invest in this fund
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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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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

337.2631

NAV (Jan 19)

Fund Returns

Last 1Y

29.1%

Last 3Y

20.6%

Last 5Y

15.7%

Last 10Y

16.9%

Since Inception

12.9%

6 Month CAGR

10.9%

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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.

Expense Ratio

2.11

Launched (29y ago)

Feb 25, 1993

AUM in Crores

2853.825

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

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 85,178 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.

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

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    20.6%

    12.9%

    39.5%

    25.4%

    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
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    Tata Large & Mid Cap Fund (G) Review

    Tata Large & Mid Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 12.9% 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.

    Nav of Tata Large & Mid Cap Fund (G) as of 19/01/2022 is ₹337.26 with the total AUM as of 20/01/2022 is ₹2853.825. 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 4 fund in Equity and delivered 29.1% 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

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