Tata Large & Mid Cap Fund Regular-IDCW
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Equity, Large & MidCap, Principal at very high risk
1 Year Return -0.27% at 22 Dec 2025 06:32 PM
Fund Details
NAV 83.9726
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 32.73
Fund Size(in Crores) 8752.87
Fund Performance
1 Month -0.72%
3 Month -0.98%
6 Month 0.29%
1 Year -0.27%
3 Year 12.05%
5 Year 15.53%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.96%) Market Cap Small Cap 80.94 Mid Cap 19.02 Top Sectors Financial 24.62 Healthcare 20.23 Services 18.69 Chemicals 8.08 Capital Goods 7.96 Consumer Staples 4.55 Consumer Discretionary 4.28 Technology 3.79 Energy 2.94 Materials 1.74 Construction 1.6 Metals & Mining 1.48 Top Holding Natco Pharma 1.04 Aarti Industries 1.04 The Ramco Cements 1.74 Aegis Logistics 1.27 Cholamandalam Financial 2.42 Welspun Corp 1.48 Piramal Pharma 1.53 Neuland Laboratories 1.96 Zensar Technologies 1.14 Five-Star Business Finance 1.46 Aster DM Healthcare 1.99 Navin Fluorine International 2.79 Crompton Greaves Con. Electricals 2.26 Karur Vysya Bank 3.1 PG Electroplast 1.25 KEC International 1.18 Cyient 1.26 KFin Technologies 1.86 Firstsource Solutions 1.45 Wockhardt 1.35 Kaynes Technology India 2.27 Himadri Speciality Chemical 1.36 CESC 1.42 Central Depository Services (India) 3.81 Gland Pharma 1.85 Radico Khaitan 3.32 PNB Housing Finance 2.25 NBCC (India) 1.6 Inox Wind 1.72 Amara Raja Energy & Mobility 1.54 Angel One 2.3 CAMS 2.46 Delhivery 3.02 Manappuram Finance 2.07 Laurus Labs 5.31 MCX 6.81 Aditya Birla Real Estate 1.23 Affle 3I 1.39 Narayana Hrudayalaya 1.75 Dr. Lal Pathlabs 1.54 IIFL Finance 1.78 Bandhan Bank 1.74 Reliance Power 1.52 JB Chemicals 1.91 Poonawalla Fincorp 1.83 Redington 2.21 Amber Enterprises India 2.02 Castrol India 1.23 Tata Chemicals 1.66 IEX 1.47
Debt & Others (0.04%) Sector Allocation Net Payables -0.25 Repo 0.29 Debt Credit Ratings Debt Category Others 0.04
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.76%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Chandraprakash Padiyar
Education Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
Kapil Malhotra
Education Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Meeta Shetty
Education Ms. Shetty is Bachelor in Economics and CFA Charterholder
Experience Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 37
Date of Incorporation 1993-03-31
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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