FAQ : Tata Large & Mid Cap Fund - Regular Plan - Growth

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(%) 31.53 17.99 19.42 12.9
Average Rolling Returns(%) 17.41 16.15 13.99 13.31

The Current NAV of Tata Large & Mid Cap Fund - Regular Plan - Growth is ₹460.06.

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 200 returns, as Funds portfolio is significantly different.

Tata Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.81%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Large & Mid Cap Fund - Regular Plan - Growth is currently ₹6,620 Crores.

The Top three stocks are HDFC Bank, Varun Beverages and Reliance Industries and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 43% 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 51% 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 36.15 and PB ratio is 7.41

The asset allocation of Tata Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 94.28%, Debt : 5.69% 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

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