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

595.540 (-0.255%)

NAV on June 23, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 8,546 cr

Turnover Ratio 7.90%

Expense Ratio 0.64%

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 24.56

P/B Ratio 3.32

Launch Date January 01, 2013

Benchmark Nifty LargeMidcap 250 TR INR

Financial 36.32%

Industrial 10.22%

Technology 2.93%

Basic Materials 14.61%

Consumer Cyclical 6.54%

Utilities Services 2.1%

Healthcare Services 7.84%

Energy Services 5.08%

Communication Services 6.16%

Consumer Defensive 5.98%

Real Estate 2.21%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.474	15.14%	10,840 cr	0.66%	High
Invesco India Large&MidCap Fund Direct Plan Growth	117.230	14.46%	7,274 cr	0.68%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	126.209	-7.89%	3,739 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	683.376	5.97%	15,013 cr	0.68%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.802	2.57%	4,173 cr	0.83%	High
Kotak Equity Opportunities Direct Growth	384.923	2.51%	27,046 cr	0.55%	Below Average