Tata Large & Mid Cap Fund Regular-Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Large & MidCap, Principal at very high risk
1 Year Return -0.27% at 22 Dec 2025 06:22 PM
Fund Details
NAV 520.9476
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 Small Cap 20.82 Large Cap 46.21 Mid Cap 28.12 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 Kotak Mahindra Bank 0.7 Network People Services Technologies 0.81 Digitide Solutions 0.39 Tata Consultancy 1.13 Adani Energy Solutions 1.93 Bluspring Enterprises 0.2 Godrej Properties 4.11 Devyani International 0.81 Tata Communications 2.38 ICICI Bank 3.65 State Bank of India 4.87 Lupin 0.95 Akzo Nobel India 0.69 Infosys 0.89 Ambuja Cements 1.89 Alkem Laboratories 0.41 Quess Corp 0.58 Reliance Industries 5.01 ACC 1.59 Larsen & Toubro 1.69 Bharat Forge 1.18 Wockhardt 1.38 Sundram Fasteners 1.56 ITC 1.06 Gujarat State Petronet 0.64 The Ramco Cements 1.3 Tata Motors Passenger Vehicles 0.86 HDFC Bank 9.9 Thermax 0.6 Tata Motors 0.84 Fortis Healthcare 1.05 PI Industries 4.08 Sudarshan Chemical Industries 1.25 Ultratech Cement 0.74 Mahindra & Mahindra Financial Services 2.44 Bandhan Bank 0.69 Elantas Beck India 1.05 Tega Industries 2.65 SBI Cards 3.57 Bharti Airtel 3.78 Varun Beverages 3.85 Cummins India 3.22 IDFC First Bank 4.42 Divi's Laboratories 0.2 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.19 BASF India 1.25 Tube Investments Of India 0.41 United Breweries 2.03 LIC Housing Fin. 1.38 ITC Hotels 0.05 Patanjali Foods 0.58 Godrej Industries 1.81 Oracle Financial Services Software 0.46
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.
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.
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
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.
Take Your Next Step
