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

589.723 (0.286%)

NAV on June 02, 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 almost 7 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
Motilal Oswal Large and Midcap Fund Direct Growth	36.380	23.77%	9,176 cr	0.68%	High
Invesco India Large&MidCap Fund Direct Plan Growth	113.460	20.95%	6,765 cr	0.70%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	125.346	-4.34%	3,645 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	679.905	12.79%	14,387 cr	0.68%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.243	7.45%	3,906 cr	0.85%	High
Kotak Equity Opportunities Direct Growth	380.763	6.53%	25,712 cr	0.57%	Below Average