TATA LARGE AND MID CAP FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Large & MidCap
6M returns
17.85 %
Current NAV
483.33
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Min. SIP
5000
AUM
₹ 7203.5 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

HDFC Bank8.2 %
Varun Beverages5.5 %
Others5.1 %
Reliance Industries4.8 %
State Bank of India4.3 %
ICICI Bank4.1 %

Fund Manager

CP
Chandraprakash Padiyar
MS
Meeta Shetty

Fund Information

Launched
18 Jul 2010(13 years ago)
Expense ratio1.85%
Exit LoadFor units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
Benchmark index
NIFTY Large Midcap 250 TRI100%

Fund Objective

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.

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