Tata Large N Mid Cap Fund Regular Plan Growth

Risk: Very High
₹ 524.40
NAV (Jul 25,2024)

Invest in the Tata Large & Mid Cap Fund - Regular Plan - Growth and maximize your returns. With an expense ratio of 1.82%, this fund offers a compelling opportunity to grow your investment. The fund has a high PE ratio of 35.11 and a PB ratio of 7.03, indicating potential for good value. With an established date of 1993-02-25, this fund has a proven track record. Start investing with a minimum investment of INR 5000 and enjoy the benefits of long-term wealth creation.

Tata Large N Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Large N Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.11
  • P/B Ratio
    UM_URBAN_MONEY

    7.03
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.82%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 6183.79 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,026.99 (10.27%)₹ 11,879.85 (18.80%)₹ 13,051.43 (30.51%)₹ 17,242.72 (72.43%)₹ 25,992.48 (159.92%)
₹ 30,000₹ 33,080.97 (10.27%)₹ 35,639.55 (18.80%)₹ 39,154.29 (30.51%)₹ 51,728.16 (72.43%)₹ 77,977.44 (159.92%)
₹ 50,000₹ 55,134.95 (10.27%)₹ 59,399.25 (18.80%)₹ 65,257.15 (30.51%)₹ 86,213.6 (72.43%)₹ 1,29,962.4 (159.92%)
₹ 80,000₹ 88,215.92 (10.27%)₹ 95,038.8 (18.80%)₹ 1,04,411.44 (30.51%)₹ 1,37,941.76 (72.43%)₹ 2,07,939.84 (159.92%)
₹ 1,00,000₹ 1,10,269.9 (10.27%)₹ 1,18,798.5 (18.80%)₹ 1,30,514.3 (30.51%)₹ 1,72,427.2 (72.43%)₹ 2,59,924.8 (159.92%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD8.15%
  • VARUN BEVERAGES LTD5.50%
  • RELIANCE INDUSTRIES LTD4.81%
  • STATE BANK OF INDIA4.26%
  • ICICI BANK LTD4.11%
  • IDFC FIRST BANK LTD3.88%
  • A REPO3.67%
  • SUNDRAM FASTENERS LTD2.94%
  • PI INDUSTRIES LTD2.84%
  • HDFC ASSET MANAGEMENT COMPANY LTD2.72%
  • TATA MOTORS LTD2.65%
  • BHARTI AIRTEL LTD2.63%
  • FORTIS HEALTHCARE LTD2.58%
  • ZEE ENTERTAINMENT ENTERPRISES LTD2.18%
  • ADITYA BIRLA FASHION & RETAIL LTD2.17%
  • AIA ENGINEERING LTD2.09%
  • TATA COMMUNICATIONS LTD2.00%
  • CUMMINS INDIA LTD2.00%
  • TATA CONSULTANCY SERVICES LTD1.93%
  • LIC HOUSING FINANCE LTD1.91%
  • LARSEN & TOUBRO LTD1.88%
  • THE RAMCO CEMENTS LTD1.82%
  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD1.79%
  • ITC LTD1.72%
  • DEVYANI INTERNATIONAL LTD1.63%
  • ACC LTD1.61%
  • ASHOK LEYLAND LTD1.53%
  • LUPIN LTD1.50%
  • CASH NET CURRENT ASSET1.46%
  • ELANTAS BECK INDIA LTD1.41%
  • REDINGTON INDIA LTD1.29%
  • QUESS CORP LTD1.28%
  • INFOSYS LTD1.25%
  • BASF INDIA LTD1.23%
  • ORACLE FINANCIALS SERVICES SOFT LTD1.23%
  • BANDHAN BANK LTD1.17%
  • NHPC LTD1.15%
  • AJANTA PHARMA LTD1.10%
  • MAHINDRA & MAHINDRA LTD1.05%
  • GUJARAT STATE PETRONET LTD0.96%
  • ULTRATECH CEMENT LTD0.95%
  • THERMAX LTD0.90%
  • KOTAK MAHINDRA BANK LTD0.89%
  • AKZO NOBEL INDIA LTD0.77%
  • TUBE INVESTMENTS OF INDIA LTD0.73%
  • SYNGENE INTERNATIONAL LTD0.57%
  • ALKEM LABORATORIES LTD0.53%
  • HINDUSTAN UNILEVER LTD0.50%
  • DR REDDYs LABORATORIES LTD0.47%
  • JIO FINANCIAL SERVICES LTD0.37%
  • DIVI LABORATORIES LTD0.17%
  • BHARTI AIRTEL LTD RIGHT PARTLY PAID0.11%

Holdings Analysis

Fund Managers

CP

Mr. Chandraprakash PadiyarSenior Fund Manager

From April 2007 to August 2018 with Alchemy Capital Management Pvt. Ltd. (10 years) where he was & Portfolio for their onshore long only strategies. Reporting to Chief Investment Officer.

MS

Ms. Meeta ShettyAssistant Fund Manager

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FAQ's

What is the risk level associated with the Tata Large & Mid Cap Fund - Regular Plan - Growth?

The Tata Large & Mid Cap Fund - Regular Plan - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Tata Large & Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Tata Large & Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 524.40.

What are the returns generated by the Tata Large & Mid Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Tata Large & Mid Cap Fund - Regular Plan - Growth has delivered impressive returns of 29.39% in the past year, 19.54% over three years, and 19.06% over five years.

What is the expense ratio associated with the Tata Large & Mid Cap Fund - Regular Plan - Growth?

The Tata Large & Mid Cap Fund - Regular Plan - Growth has a 1.82% expense ratio.

What is the minimum investment amount required for the Tata Large & Mid Cap Fund - Regular Plan - Growth?

The Tata Large & Mid Cap Fund - Regular Plan - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Large & Mid Cap Fund - Regular Plan - Growth?

Yes, SIP is available for Tata Large & Mid Cap Fund - Regular Plan - Growth with a minimum investment of INR 5000 per month.

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