← Equity: Large and Mid Cap
Start this SIP →
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 · 1.77%Inception · 31-03-1993
NAV
₹504.72
-0.02% · as of 13-07-2026
Since inception
12.34%
CAGR
Benchmark (inception)
15.57%
CAGR
Fund size
₹7,789 Cr
AUM
Expense ratio
1.77%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.34% CAGR vs benchmark +15.57%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.22%
STATE BANK OF INDIA EQ NEW RE. 1/-5.20%
Varun Beverages Ltd4.75%
IDFC FIRST BANK LIMITED EQ4.42%
A) REPO4.17%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.94%
RELIANCE INDUSTRIES LIMITED EQ3.90%
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/-3.85%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-3.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.71%
Sector allocation
Financial Services29.56%
Fast Moving Consumer Goods7.91%
Chemicals7.34%
Automobile and Auto Components6.94%
Telecommunication6.84%
Healthcare6.29%
Construction Materials5.51%
Capital Goods4.00%
Oil, Gas & Consumable Fuels3.90%
Realty3.85%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.3% p.a.₹10,000
10 years
Projected value
₹23,71,003
Invested: ₹12,00,000
Gained: ₹11,71,003
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)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.