Item: Tata Large & Mid Cap Fund Direct Plan Growth
Rating: 5
Author: Morningstar

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

389.945 (-1.210%)

NAV on January 25, 2023

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,705 cr

Turnover Ratio 7.93%

Expense Ratio 0.88%

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 4 years) Meeta Shetty (Since about 3 years)

ISIN INF277K01MK8

Fund Family Tata

P/E Ratio 25.16

P/B Ratio 3.37

Launch Date January 01, 2013

Benchmark IISL Nifty LargeMidcap 250 TR INR

Financial 30.43%

Industrial 9.29%

Technology 8.95%

Basic Materials 11.01%

Consumer Cyclical 11.89%

Utilities Services 1.5%

Healthcare Services 6.06%

Energy Services 5.76%

Communication Services 6.34%

Consumer Defensive 8.76%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Tata Large & Mid Cap Fund Direct Plan Growth	389.945	9.71%	3,705 cr	0.88%	Average
Kotak Equity Opportunities Direct Growth	227.852	6.40%	11,555 cr	0.59%	Below Average
Edelweiss Large & Mid Fund Direct Plan Growth Option	59.583	2.55%	1,672 cr	0.48%	Below Average
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	104.462	-1.53%	24,055 cr	0.69%	Average
Axis Growth Opportunities Fund Direct Growth	20.190	-6.14%	8,257 cr	0.55%	Low
DSP Equity Opportunities Fund Direct Plan Growth	394.751	4.50%	7,295 cr	0.95%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	637.620	10.15%	6,210 cr	1.1%	Above Average
Tata Large & Mid Cap Fund Direct Plan Growth	389.945	9.71%	3,705 cr	0.88%	Average
HDFC Large and Mid Cap Fund Direct Growth	203.488	8.18%	7,866 cr	1.04%	Average
IDFC Core Equity Fund Direct Plan Growth	82.755	7.61%	2,471 cr	0.84%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	17.825	1.41%	1,405 cr	0.73%	Average