Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.76%
1 Month-13.37%
3 Months-16.83%
6 Months-15.00%
1 Year-12.08%
3 Years (CAGR)+7.68%
5 Years (CAGR)+8.88%
10 Years (CAGR)+11.66%
Since Inception (Apr 2006)+10.87%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-24.60%
3 Year SIP-4.50%
5 Year SIP+3.58%
Since Inception (Apr 2006)+11.72%
Fund Details
Fund HouseTata Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹8,143 Cr
Expense Ratio1.78%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code101824
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Large & Mid Cap Fund- Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Tata Large & Mid Cap Fund- Regular Plan - Growth Option is a Large & Mid Cap mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹8,143 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.78%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations