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Tata Large & Mid Cap Fund(IDCW)

IDCW
114.490.06% (+0.07)

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Tata Large & Mid Cap Fund(IDCW)

IDCW
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 8,390 Cr
Very High RiskPrinciple investment will be at very high risk
114.490.06% (+0.07)

Price Chart

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Returns
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EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 8,390 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6340.101.03
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3448.501.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 12% of investment and 1% for remaining investments on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Large & Mid Cap Fund(IDCW)19.35%18.87%14.93%
Mirae Asset Large & Midcap Fund(IDCW)19.60%6.31%17.55%
SBI Large & Midcap Fund(IDCW-Payout)21.55%18.99%16.00%
Kotak Equity Opp Fund(IDCW-Payout)27.67%21.87%12.81%

Price Comparison

Compare Tata Large & Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Tata Large & Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Tata Large & Mid Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.15%5.47%94.38%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+26 moreConstruction & EngineeringIT Services & ConsultingFertilizers & Agro ChemicalsPackaged Foods & MeatsPrivate Banks58.37 %5.23 %5.43 %5.56 %6.08 %19.33 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2418.76%18.21%17.61%18.88%18.36%19.33%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 1.09 %

    Holdings

    9.62 %

    1.09 %
  • Varun Beverages Ltd
    VBL
    3M change : 0.21 %

    Holdings

    5.05 %

    0.21 %
  • State Bank of India
    SBIN
    3M change : 0.40 %

    Holdings

    4.37 %

    0.40 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    60

  • Total AUM

    ₹ 1,86,091.18 Cr.

Fund Manager Profile

Chandraprakash Padiyar

AUM:  ₹17,854.18 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Meeta Shetty

AUM:  ₹25,879.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

Combine Stability and Growth with Tata Large & Mid Cap Fund - The #PowerOfTwo

3 weeks ago•Tata Mutual Fund

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Tata Large & Midcap Fund 2021 | Review in Hindi | टाटा लार्ज एवं मिडकैप फण्ड

4 years ago•ZFunds

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A short note on Tata Large & Mid Cap Fund by Chandraprakash Padiyar

5 years ago•Tata Mutual Fund