Tata Asset Management Limited

TATA Large & Mid Cap Fund- Regular Plan - Growth

EquityLarge & Mid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return22.6%
  • 3 yr return28%
  • 5 yr return14.1%
  • Expense Ratio1.92%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees4043.2
  • NAVRupees373.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Income Distribution And/ Or Medium To Long Term Capital Gains While All Times Emphasizing The Importance Of Capital Appreciation.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI BANK LTD 7
  • RELIANCE INDUSTRIES LTD 5.8
  • HDFC BANK LTD 5.4
  • REPO 5.3
  • VARUN BEVERAGES LTD 5.2
  • STATE BANK OF INDIA 5
  • IDFC FIRST BANK LTD 4.1
  • SUNDRAM FASTENERS LTD 3.7
  • ADITYA BIRLA FASHION & RETAIL LTD 3.3
  • BHARTI AIRTEL LTD 3.1
  • HOUSING DEVELOPMENT FINANCE CORPORATION LTD 2.7
  • Sectors %
  • Banks24.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps7
  • Industrial Products6.1
  • Automobiles6.1
  • Petroleum Products5.8

Fund House