
Tata Large & Mid Cap Fund- Regular Plan - Growth
Equity
Large & Mid Cap
Tata Large & Mid Cap Fund Returns
NAV: ₹458.54
As of 2026-10-21
-6.6%
1yr
5.87%
3yr
8.21%
5yr
All
Tata Large & Mid Cap Fund Return Calculator
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Tata Large & Mid Cap Fund Overview
About Tata Large & Mid Cap Fund- Regular Plan - Growth
The Tata Large & Mid Cap Fund- Regular Plan - Growth , a Large & Mid Cap multi-cap fund Open Ended Mutual Funds from Tata Asset Management Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Tata Large & Mid Cap Fund- Regular Plan - Growth - Performance
The Tata Large & Mid Cap Fund- Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of -6.6. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹7,679.32 Cr. and the latest NAV declared is 458.5423 as on 2026-10-21.
Tata Large & Mid Cap Fund- Regular Plan - Growth - Investment Strategy
The Tata Large & Mid Cap Fund- Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Tata Large & Mid Cap Fund- Regular Plan - Growth - Fees and Expenses
The Tata Large & Mid Cap Fund- Regular Plan - Growth has an expense ratio of 1.52 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.5 if redeemed within 1 year of investment.
Tata Large & Mid Cap Fund- Regular Plan - Growth - SIP Planning
The Tata Large & Mid Cap Fund- Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Tata Large & Mid Cap Fund- Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Large & Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Large & Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹5,000
Fund Size(Cr)
₹7,679
Expense Ratio
1.52%
Exit Load
0.5%
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Tata Large & Mid Cap Fund Holdings
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Tata Large & Mid Cap Fund AMC Details
Fund House
Tata Asset Management Limited
Fund Manager
Abhinav Sharma
Launch Date
25-Feb-93
Email
Address
1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051
Website
SID
http://www.tatamutualfund.com/downloads/scheme-information-document
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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