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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 · 1.84%Inception · 31-03-1993
NAV
₹467.88
+1.18% · as of 13-10-2026
Since inception
11.98%
CAGR
Benchmark (inception)
15.01%
CAGR
Fund size
₹7,254 Cr
AUM
Expense ratio
1.84%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +11.98% CAGR vs benchmark +15.01%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.70%
STATE BANK OF INDIA EQ NEW RE. 1/-5.47%
IDFC FIRST BANK LIMITED EQ4.86%
Varun Beverages Ltd4.50%
GODREJ PROPERTIES LIMITED EQ NEW FV RS. 5/-4.02%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.01%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.94%
RELIANCE INDUSTRIES LIMITED EQ3.77%
SBI CARDS AND PAYMENT SERVICES LIMITED EQ3.46%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-3.43%
Sector allocation
Financial Services32.04%
Fast Moving Consumer Goods7.59%
Chemicals7.12%
Automobile and Auto Components7.07%
Telecommunication6.31%
Healthcare6.15%
Construction Materials5.21%
Realty4.02%
Oil, Gas & Consumable Fuels3.77%
Capital Goods3.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,20,626
Invested: ₹12,00,000
Gained: ₹11,20,626
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
Quant Large & Midcap Gr
₹120.43
1Y
+6.6%
3Y
+12.4%
5Y
+11.8%
HSBC Large And Mid Cap Gr
₹28.82
1Y
+4.8%
3Y
+14.9%
5Y
+11.4%
Motilal Oswal Large And Midcap Reg Gr
₹36.26
1Y
+4.4%
3Y
+19.2%
5Y
+16.3%
Sundaram Large And Midcap Gr
₹88.25
1Y
+2.3%
3Y
+11.9%
5Y
+8.7%
Bank Of India Large & Mid Cap Fund Eco Plan Gr
₹98.42
1Y
+2.0%
3Y
+11.6%
5Y
+9.5%
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