Item: Tata Large & Mid Cap Fund Direct Plan Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Tata Mutual Fund › Tata Large & Mid Cap Fund Direct Plan Growth

576.754 (-0.613%)

NAV on May 13, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 8,294 cr

Turnover Ratio 7.90%

Expense Ratio 0.66%

Exit Load 1.00%if redeemed within
90 Days0.00%if redeemed after 90 Days

Returns

Min Investment 5,000

Buy Now Start SIP

Fund Manager Chandraprakash Padiyar (Since over 6 years) Meeta Shetty (Since over 5 years)

ISIN INF277K01MK8

Fund Family Tata

P/E Ratio 23.38

P/B Ratio 3.32

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 36.11%

Industrial 9.49%

Technology 4.22%

Basic Materials 13.92%

Consumer Cyclical 6.88%

Utilities Services 2.15%

Healthcare Services 7.52%

Energy Services 5.04%

Communication Services 6.09%

Consumer Defensive 6.52%

Real Estate 2.08%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Large&MidCap Fund Direct Plan Growth	109.490	20.25%	6,765 cr	0.70%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	33.406	18.44%	9,176 cr	0.55%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	123.289	-1.56%	3,645 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	669.511	15.56%	13,784 cr	0.69%	Average
HSBC Large and Mid Cap Fund Direct Growth	27.326	9.71%	3,906 cr	0.85%	High
Kotak Equity Opportunities Direct Growth	369.826	8.26%	24,913 cr	0.57%	Below Average