Item: Tata Large & Mid Cap Fund Regular Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Tata Mutual Fund › Tata Large & Mid Cap Fund Regular Growth

486.558 (0.483%)

NAV on April 29, 2026

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 7,040 cr

Turnover Ratio 9.95%

Expense Ratio 1.76%

Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days

Returns

Min Investment 5,000

Fund Manager Chandraprakash Padiyar (Since over 7 years) Kapil Malhotra (Since 10 months)

ISIN INF277K01428

Fund Family Tata

P/E Ratio 22.23

P/B Ratio 2.54

Launch Date February 25, 1993

Benchmark Nifty LargeMidcap 250 TR INR

vs Nifty LargeMidcap 250 TR INR

Alpha -7.05

Beta 0.97

R-Squared 93.99

Info Ratio -2.17

Tracking Err 3.76

Sortino 0.190

Sharpe 0.144

Std Dev 15.234

Risk Below Average

Financial 32.28%

Industrial 11.23%

Technology 3.04%

Basic Materials 14.5%

Consumer Cyclical 5.84%

Utilities Services 3.83%

Healthcare Services 6.42%

Energy Services 4.55%

Communication Services 6.68%

Consumer Defensive 7.94%

Real Estate 3.68%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	38.232	16.50%	13,995 cr	0.76%	High
Bandhan Large & Mid Cap Fund Direct Plan Growth	162.616	11.18%	14,109 cr	0.54%	Average
Invesco India Large&MidCap Fund Direct Plan Growth	118.590	10.19%	8,436 cr	0.61%	Above Average
Kotak Large & Midcap Direct Growth	398.741	9.15%	27,373 cr	0.55%	Average
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	1134.060	6.12%	27,005 cr	0.80%	Low
HSBC Large and Mid Cap Fund Direct Growth	30.883	15.57%	4,238 cr	0.78%	High
DSP Large & Mid Cap Fund Direct Plan Growth	686.761	3.30%	15,780 cr	0.65%	Average