Item: Tata Large & Mid Cap Fund Direct Plan Growth
Rating: 4
Author: Morningstar

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

420.631 (-0.023%)

NAV on June 01, 2023

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 4,043 cr

Turnover Ratio 7.93%

Expense Ratio 0.87%

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 over 3 years)

ISIN INF277K01MK8

Fund Family Tata

P/E Ratio 23.60

P/B Ratio 3.22

Launch Date January 01, 2013

Benchmark IISL Nifty LargeMidcap 250 TR INR

Financial 30.83%

Industrial 10.11%

Technology 8.15%

Basic Materials 10.17%

Consumer Cyclical 11.56%

Utilities Services 1.48%

Healthcare Services 6.56%

Energy Services 6.25%

Communication Services 5.87%

Consumer Defensive 9.02%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mirae Asset Emerging Bluechip Fund Direct Plan Growth	109.487	10.73%	24,541 cr	0.63%	Average
Kotak Equity Opportunities Direct Growth	245.591	18.75%	12,514 cr	0.50%	Low
DSP Equity Opportunities Fund Direct Plan Growth	412.514	16.07%	7,326 cr	0.89%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	19.455	24.73%	1,543 cr	0.68%	Average
Tata Large & Mid Cap Fund Direct Plan Growth	420.631	22.93%	4,043 cr	0.87%	Below Average
SBI Large & Midcap Fund Direct Growth	441.135	19.83%	10,512 cr	—	Average
Bandhan Core Equity Fund Direct Plan Growth	86.803	19.22%	2,447 cr	0.87%	Below Average
Kotak Equity Opportunities Direct Growth	245.591	18.75%	12,514 cr	0.5%	Low
HDFC Large and Mid Cap Fund Direct Growth	217.202	18.12%	8,589 cr	1.06%	High
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	667.050	17.30%	7,364 cr	1.07%	Above Average