Tata Asset Management Limited

TATA Large & Mid Cap Fund- Regular Plan - Growth

EquityLarge & Mid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return18.7%
  • 3 yr return26.9%
  • 5 yr return17.3%
  • Expense Ratio1.88%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees4985.1
  • NAVRupees414.5

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 %
  • HDFC Bank Ltd 7.1
  • VARUN BEVERAGES LTD 5.1
  • Reliance Industries Ltd 4.9
  • IDFC First Bank Ltd 4.9
  • ICICI Bank Ltd 4.7
  • State Bank Of India 4.4
  • REPO 3.8
  • Sundram Fasteners Ltd 3.6
  • Bharti Airtel Ltd 2.6
  • HDFC Asset Management Company Ltd 2.5
  • Aditya Birla Fashion And Retail Ltd 2.5
  • Sectors %
  • Banks23.7
  • Cash/Deposits/Margins/Treps/Repo/Swaps5.8
  • Automobiles5.5
  • Beverages5.1
  • Internet and Technology4.9

Fund House