Tata Large & Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 33.64 | 20.54 | 18.82 | 14.31 |
Average Rolling Returns(%) | 17.74 | 16.21 | 14.09 | 13.31 |
The Current NAV of Tata Large & Mid Cap Fund - Regular Plan - Growth is ₹483.33.
You can consider SIP in Tata Large & Mid Cap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.79%
The process for redemption is
The AUM of Tata Large & Mid Cap Fund - Regular Plan - Growth is currently ₹7,204 Crores.
The Top three stocks are HDFC Bank, Varun Beverages and SBI and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 42% of fund’s portfolio respectively.
Top three sectors of Tata Large & Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Chemicals accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Large & Mid Cap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.
Chandraprakash Padiyar and Meeta Shetty manage the Tata Large & Mid Cap Fund - Regular Plan - Growth Fund.
Tata Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 36.68 and PB ratio is 7.29
The asset allocation of Tata Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 93.72%, Debt : 6.27% and Gold : 0%
The minimum SIP amount for Tata Large & Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Large & Mid Cap Fund - Regular Plan - Growth is Nil upto 12% of investment and 1% for remaining investments on or before 90 days, Nil after 90 days