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Tata Large & Mid Cap Fund Regular-Growth
Equity, Large & MidCap, Principal at very high risk
1 Year Return 9.39%
Fund Details
NAV 511.1424
Sub-Type Large & MidCap
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 32.89
Fund Size 8123.31
Fund Performance
1 Month 0.24%
3 Month -2.66%
6 Month -1.81%
1 Year 9.39%
3 Year 13.04%
5 Year 12.65%
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.78%
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) 69
Date of Incorporation 1993-03-31
Total AUM 2026-01-31
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.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.57%) Market Cap Small Cap 20.4 Large Cap 43.73 Mid Cap 33.44 Top Sectors Financial 33.08 Consumer Staples 9.52 Energy 7.64 Chemicals 7.5 Materials 6.86 Communication 6.23 Healthcare 6.17 Construction 5.06 Capital Goods 4.51 Automobile 3.93 Technology 3.26 Metals & Mining 2.51 Services 1.3 Top Holding Tube Investments Of India 1.19 United Breweries 1.91 LIC Housing Fin. 1.25 ITC Hotels 0.05 Godrej Industries 2.09 Oracle Financial Services Software 0.48 Patanjali Foods 0.55 Kotak Mahindra Bank 0.73 Tata Consultancy 1.21 Digitide Solutions 0.34 Network People Services Technologies 0.64 Adani Energy Solutions 1.87 Bluspring Enterprises 0.17 Mankind Pharma 0.68 Godrej Properties 3.3 Devyani International 0.74 Tata Communications 2.22 ICICI Bank 3.83 State Bank of India 5.57 Lupin 1.06 Infosys 0.93 Akzo Nobel India 0.63 Ambuja Cements 1.57 Alkem Laboratories 0.44 Quess Corp 0.61 Reliance Industries 4.28 ACC 2.26 Larsen & Toubro 1.76 Bharat Forge 1.84 Wockhardt 1.67 NHPC 0.76 Sundram Fasteners 1.71 ITC 0.91 Gujarat State Petronet 0.73 The Ramco Cements 1.52 Tata Motors Passenger Vehicles 0.9 HDFC Bank 9.84 Thermax 1.42 Fortis Healthcare 1.05 PI Industries 4.17 Sudarshan Chemical Industries 1.2 Ultratech Cement 0.88 Mahindra & Mahindra Financial Services 2.66 Abbott India 1.07 Elantas Beck India 0.95 Bharti Airtel 3.81 Tega Industries 2.51 SBI Cards 3.63 Varun Beverages 4.06 IDFC First Bank 4.96 Cummins India 1.38 Divi's Laboratories 0.2 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.2 BASF India 1.18
Debt & Others (2.43%) Sector Allocation Repo 1.68 Cash/Net Current Assets 0.75 Debt Credit Ratings Debt Category Others 2.43
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