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Tata Mutual Fund · Equity: Large and Mid Cap
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented companies.
EquityBenchmark · NIFTY Large Midcap 250 TRITER · 1.81%Inception · 31-03-1993
NAV
₹484.64
-0.35% · as of 29-05-2026
Since inception
12.25%
CAGR
Benchmark (inception)
15.52%
CAGR
Fund size
₹7,802 Cr
AUM
Expense ratio
1.81%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.25% CAGR vs benchmark +15.52%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.94%
STATE BANK OF INDIA EQ NEW RE. 1/-5.84%
RELIANCE INDUSTRIES LIMITED EQ4.39%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.25%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-4.09%
IDFC FIRST BANK LIMITED EQ4.03%
SBI CARDS AND PAYMENT SERVICES LIMITED EQ3.97%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.94%
Varun Beverages Ltd3.82%
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/-3.55%
Sector allocation
Financial Services31.15%
Fast Moving Consumer Goods7.65%
Chemicals7.54%
Telecommunication6.45%
Automobile and Auto Components6.37%
Healthcare6.19%
Construction Materials5.71%
Oil, Gas & Consumable Fuels4.99%
Capital Goods4.69%
Realty3.55%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.3% p.a.₹10,000
10 years
Projected value
₹23,58,287
Invested: ₹12,00,000
Gained: ₹11,58,287
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Chandraprakash Padiyar, Kapil Malhotra
Manager since fund inception data not available
ISIN & identifiers
AMFI code
101824
ISIN (Growth)
INF277K01428
ISIN (Div Re-inv)
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Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
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