Tata Large and Mid Cap Fund Regular Plan Growth
Tata Mutual Fund
₹464.24 (+0.89%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-10.08% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.77%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Large & Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,002
Invested ₹1,000
▲+0.23%1 year
₹899
Invested ₹1,000
▼-10.08%3 years
₹1,046
Invested ₹1,000
▲+4.63%5 years
₹1,069
Invested ₹1,000
▲+6.87%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty LargeMidcap 250 TR INR |
|---|---|
| Secondary Index Name | BSE 200 India TR INR |
| Index Name | Nifty LargeMidcap 250 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -10.08% | +4.63% | +6.87% | — |
| Cumulative returns (%) | -10.08% | +14.53% | +39.43% | +176.01% |
Fund Manager
| Manager | Kapil Malhotra |
|---|---|
| Role | Manager |
| Manager Tenure | 1.25 yrs |
About Fund
| Date of Incorporation | 25 Feb 1993 |
|---|---|
| Fund House | Tata Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Tata Asset Management Pvt Ltd |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| HDFC Bank Ltd | 8.40% |
| State Bank of India | 5.56% |
| IDFC First Bank Ltd | 5.42% |
| ICICI Bank Ltd | 4.19% |
| Varun Beverages Ltd | 4.17% |
| Bharti Airtel Ltd | 4.06% |
| Godrej Properties Ltd | 3.82% |
| Reliance Industries Ltd | 3.76% |
| SBI Cards and Payment Services Ltd Ordinary Shares | 3.67% |
| Tega Industries Ltd | 3.48% |
| PI Industries Ltd | 3.27% |
Investment Strategy
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.