Tata Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Large & Mid Cap Growth Direct Plan

NAV
₹547.9818
+1.31%
(29 Jan)
AUM
8,245 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+20.4%
+18.3%
+17.0%
+12.6%
+9.3%
+8.1%
3Y
+21.5%
+20.1%
+21.6%
+15.7%
+15.2%
+20.6%
5Y
+22.9%
+22.9%
+21.8%
+18.6%
+17.2%
+24.5%
ALL
+23.9%
+16.8%
+16.1%
+15.3%
+16.1%
+19.5%
VOL
19.3%
15.5%
16.1%
-
15.3%
16.8%
TER
0.5%
0.8%
0.6%
-
0.6%
0.6%
AUM
₹9,001 Cr
₹17,680 Cr
₹7,641 Cr
-
₹8,245 Cr
₹3,658 Cr
INFO
1.23
1.08
1.00
-
1.06
1.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
9.6%
Varun Beverages Ltd
5.1%
State Bank of India
4.4%
Reliance Industries Ltd
4.0%
ICICI Bank Ltd
4.0%
PI Industries Ltd
3.7%
IDFC First Bank Ltd
3.3%
Bharti Airtel Ltd
3.1%
Fortis Healthcare Ltd
3.0%
HDFC Asset Management Co Ltd
2.6%
Top industry exposure
Financial Services
32.1%
Industrials
11.7%
Basic Materials
11.5%
Consumer Cyclical
8.2%
Consumer Defensive
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
13%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Fund manager(s)
Chandraprakash Padiyar
Meeta Shetty

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