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 (95.15%) Market Cap Mid Cap 28.12 Large Cap 46.21 Small Cap 20.82 Top Sectors Financial 32.2 Consumer Staples 9.33 Chemicals 7.63 Energy 7.58 Communication 6.35 Materials 6.21 Construction 5.8 Capital Goods 5.38 Healthcare 3.99 Technology 3.29 Automobile 3.29 Metals & Mining 2.65 Services 1.45 Top Holding Quess Corp 0.58 Sundram Fasteners 1.56 Mahindra & Mahindra Financial Services 2.44 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.19 Infosys 0.89 Larsen & Toubro 1.69 Digitide Solutions 0.39 IDFC First Bank 4.42 Reliance Industries 5.01 Godrej Industries 1.81 Tata Motors 0.84 Fortis Healthcare 1.05 Akzo Nobel India 0.69 BASF India 1.25 Ultratech Cement 0.74 Bharti Airtel 3.78 Alkem Laboratories 0.41 LIC Housing Fin. 1.38 Elantas Beck India 1.05 Cummins India 3.22 Tata Communications 2.38 Varun Beverages 3.85 Network People Services Technologies 0.81 Godrej Properties 4.11 Devyani International 0.81 Tube Investments Of India 0.41 ACC 1.59 Oracle Financial Services Software 0.46 Bharat Forge 1.18 PI Industries 4.08 Wockhardt 1.38 Divi's Laboratories 0.2 The Ramco Cements 1.3 Adani Energy Solutions 1.93 Bandhan Bank 0.69 Tata Consultancy 1.13 Sudarshan Chemical Industries 1.25 State Bank of India 4.87 Ambuja Cements 1.89 ICICI Bank 3.65 Lupin 0.95 Tata Motors Passenger Vehicles 0.86 United Breweries 2.03 Kotak Mahindra Bank 0.7 ITC 1.06 ITC Hotels 0.05 Bluspring Enterprises 0.2 Tega Industries 2.65 Gujarat State Petronet 0.64 SBI Cards 3.57 Thermax 0.6 Patanjali Foods 0.58 HDFC Bank 9.9
Debt & Others (4.85%) Sector Allocation Repo 2.66 Cash/Net Current Assets 2.19 Debt Credit Ratings Debt Category Others 4.85
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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