Mutual Fund

tata Large & Mid cap fund

By Rajendra

Sep 21, 2022

image source -Unsplash

Scheme Analysis

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Tata Large  Mid Cap Fund

Category 

Large Mid Cap

Inception

Feb 25, 1993

Benchmark

Nifty LargeMid 250

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AUM  - 3,316 Cr

Fund Manager

Chandraprakash Padiyar

Active managed fund with a portfolio comprised large & mid cap stocks, fund is able to capitalize on opportunities difference market conditions

Fund hold optimal portfolio of well researched stock of, bottom-up approach

Aim to invest in fundamentally good stocks with medium to long term horizon

Top 5 Holding

ICICI Bank

Reliance

Varun Beverage

SBI

HDfC Bank

8.29

5.97

5.57

5.13

4.93

Total  - 29.89

Portfolio maintains a low churns rate with idea to capture same stock compounding story

Financial Service

FMCG

Auto

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Top 5 Sector -60.65%

27.09

8.96

8.59

8.44

7.57

Oil

Capita Goods

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

58 Month

Period

Value

13,003

50,466

93,336

Returns

15.96%

23.27%

17.73%

Monthly SIP of 1,000

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Scheme Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

7.20%

17.38%

11.20%