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Tata Large & Mid Cap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Large & Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹7,887 Cr

Lock In Period

N/A

Expense Ratio

1.81

Exit Load

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

Benchmark

Nifty Large Midcap 250 Total Return

Tata Large & Mid Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.640.105.46
6M2.012.2429.78
1Y-5.144.8840.44
3Y7.7012.77134.87

Portfolio Analysis

  • Equity: 95.85%
  • Debt: 4.15%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC BANK LTD8.70%
2. IDFC FIRST BANK LTD4.86%
3. ICICI BANK LTD4.01%
4. KOTAK MAHINDRA BANK LTD0.72%

1. BHARTI AIRTEL LTD3.94%
2. TATA COMMUNICATIONS LTD2.37%

1. SBI CARDS AND PAYMENT SERVICES LTD3.46%
2. MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD2.30%

1. STATE BANK OF INDIA5.47%

1. ACC LTD1.88%
2. THE RAMCO CEMENTS LTD1.30%
3. AMBUJA CEMENTS LTD1.23%
4. ULTRATECH CEMENT LTD0.80%

1. WOCKHARDT LTD2.41%
2. ABBOTT INDIA LTD1.02%
3. MANKIND PHARMA LTD0.84%
4. ALKEM LABORATORIES LTD0.44%
5. DIVI LABORATORIES LTD0.23%

1. VARUN BEVERAGES LTD4.50%

1. GODREJ PROPERTIES LTD4.02%

1. RELIANCE INDUSTRIES LTD3.77%

1. TEGA INDUSTRIES LTD2.58%
2. THERMAX LTD0.86%

1. PI INDUSTRIES LTD3.43%

1. NETWORK PEOPLE SERVICES TECHNOLOGIES LTD0.88%
2. TATA CONSULTANCY SERVICES LTD0.81%
3. ORACLE FINANCIALS SERVICES SOFT LTD0.68%
4. INFOSYS LTD0.58%
5. DIGITIDE SOLUTIONS LTD0.26%

1. BHARAT FORGE LTD2.81%

1. GODREJ INDUSTRIES LTD2.60%

1. ELANTAS BECK INDIA LTD1.28%
2. BASF INDIA LTD1.20%

1. LARSEN & TOUBRO LTD1.91%

1. ADANI ENERGY SOLUTIONS LTD1.83%

1. UNITED BREWERIES LTD1.79%

1. SUNDRAM FASTENERS LTD1.73%

1. TUBE INVESTMENTS OF INDIA LTD1.59%

1. LIC HOUSING FINANCE LTD1.38%

1. FORTIS HEALTHCARE LTD1.21%

1. SUDARSHAN CHEMICAL INDUSTRIES LTD1.21%

1. QUESS CORP LTD0.81%
2. BLUSPRING ENTERPRISES LTD0.33%

1. PB FINTECH LTD1.14%

About Fund Tata Large & Mid Cap Fund - Growth

Tata Large & Mid Cap Fund - Growth managed by Tata Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹7,887 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.81. 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
Tata Large & Mid Cap Fund - Growth27,887 CR1.81
Invesco India Large & Mid Cap Fund Growth311,164 CR1.95
Fund Name1Y3Y
This FundTata Large & Mid Cap Fund - Growth-5.144624.9101
This FundInvesco India Large & Mid Cap Fund Growth8.164786.4534

Tata Large & Mid Cap Fund - Growth 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 1.81. 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 : 1.64%
  • 6 Months : 2.01%
  • 1 Year : -5.14%
  • 3 Years : 7.70%
Returns of Tata Large & Mid Cap Fund - Growth are updated daily based on NAV of ₹ 503.6777 as on Jul 31,2026. Since inception, the return has been 24.91%.

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 ₹7,887 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.