TATA LARGE AND MID CAP FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Large & MidCap
6M returns
-5.30 %
Current NAV
495.18
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Min. SIP
5000
AUM
₹ 8244.6 Cr

Return Calculator

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

Investment distribution

HDFC Bank9.6 %
Others6.5 %
Varun Beverages5.3 %
State Bank of India4.2 %
ICICI Bank4.0 %
Reliance Industries3.8 %

Fund Manager

CP
Chandraprakash Padiyar
MS
Meeta Shetty

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.76000000%
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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