• Home
  • Mutual Funds
  • Tata Large & Mid Cap Fund - Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹7,040 Cr

Lock In Period

N/A

Expense Ratio

1.76

Benchmark

Nifty Large Midcap 250 Total Return

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Summary

Latest details for Tata Large & Mid Cap Fund - Growth include a ₹485.7351 NAV as of Apr 22,2026 and returns since inception of 38.00%. Minimum investments start at SIP ₹100. The Tata Large & Mid Cap Fund - Growth AUM is ₹7,040 Cr, with a lock-in of N/A years, expense ratio of 1.76%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded 6.91% returns, against a category average of 2.13% and a category best of 12.07%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.912.1312.07
6M-8.291.8429.78
1Y-4.285.9840.44
3Y11.3317.56134.87

Portfolio Analysis

  • Equity: 96.46%
  • Debt: 3.54%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LTD8.94%
2. IDFC FIRST BANK LTD4.03%
3. ICICI BANK LTD3.94%
4. KOTAK MAHINDRA BANK LTD0.73%

1. BHARTI AIRTEL LTD4.25%
2. TATA COMMUNICATIONS LTD2.20%

1. SBI CARDS AND PAYMENT SERVICES LTD3.97%
2. MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD2.34%

1. STATE BANK OF INDIA5.84%

1. ACC LTD2.00%
2. THE RAMCO CEMENTS LTD1.44%
3. AMBUJA CEMENTS LTD1.42%
4. ULTRATECH CEMENT LTD0.85%

1. WOCKHARDT LTD1.63%
2. ABBOTT INDIA LTD1.17%
3. LUPIN LTD0.82%
4. MANKIND PHARMA LTD0.74%
5. ALKEM LABORATORIES LTD0.47%
6. DIVI LABORATORIES LTD0.23%

1. TEGA INDUSTRIES LTD2.83%
2. THERMAX LTD1.86%

1. RELIANCE INDUSTRIES LTD4.39%

1. PI INDUSTRIES LTD4.09%

1. VARUN BEVERAGES LTD3.82%

1. GODREJ PROPERTIES LTD3.55%

1. TATA CONSULTANCY SERVICES LTD1.05%
2. INFOSYS LTD0.82%
3. NETWORK PEOPLE SERVICES TECHNOLOGIES LTD0.59%
4. ORACLE FINANCIALS SERVICES SOFT LTD0.48%
5. DIGITIDE SOLUTIONS LTD0.25%

1. BHARAT FORGE LTD2.46%

1. UNITED BREWERIES LTD2.31%

1. BASF INDIA LTD1.20%
2. ELANTAS BECK INDIA LTD1.10%

1. ADANI ENERGY SOLUTIONS LTD2.26%

1. GODREJ INDUSTRIES LTD1.86%

1. LARSEN & TOUBRO LTD1.81%

1. SUNDRAM FASTENERS LTD1.55%

1. TUBE INVESTMENTS OF INDIA LTD1.48%

1. LIC HOUSING FINANCE LTD1.36%

1. SUDARSHAN CHEMICAL INDUSTRIES LTD1.15%

1. FORTIS HEALTHCARE LTD1.13%

About Fund

Tata Large & Mid Cap Fund - Growth managed by Tata Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹7,040 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.76. Under the expert guidance of Chandraprakash Padiyar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chandraprakash Padiyar

Mr. Chandraprakash Padiyar qualification is MBA (Finance) cleared all 3 levels of CFA Program from the CFA Institute, USA. His prior Assignments are from April 2007 to August 2018 with Alchemy Capital Management Pvt. Ltd. Where he was ‘Director & Portfolio Manager' for their onshore long only strategies.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundTata Large & Mid Cap Fund - Growth27039.9 CR1.76
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundTata Large & Mid Cap Fund - Growth-4.281437.9993
This FundInvesco India Large & Mid Cap Fund Growth9.514495.4714
This FundMotilal Oswal Large and Midcap Fund Growth15.2378102.755

FAQs

Tata Large & Mid Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Large & Mid Cap Fund - Growth is 1.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Large & Mid Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : 6.91%
  • 6 Months : -8.29%
  • 1 Year : -4.28%
  • 3 Years : 11.33%
Returns of Tata Large & Mid Cap Fund - Growth are updated daily based on NAV of ₹ 485.7351 as on Apr 22,2026. Since inception, the return has been 38.00%.

You can invest in Tata Large & Mid Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Large & Mid Cap Fund - Growth is ₹7,040 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Large & Mid Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500