Mutual Fund

Tata Large & Mid Cap fund

By Rajendra

ay 30, 2023

image source -Unsplash

Scheme Analysis

Category 

Large Mid Cap

Inception

Feb 25, 1993

Benchmark

Nifty Large Mid 250

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AUM  - 4,043 Cr

Fund Manager

Chandraprakash Padiyar

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Tata Large & Mid Cap Fund

Top 5 Holding

ICICI Bank

Reliance

HDFC Bank

Varun Beverage

SBI

7.04

5.81

5.43

5.25

5.01

Total  -  28.54

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

Financial Service

Capital Goods

FMCG

Top 5 Sector

28.64

8.85

8.38

7.18

6.10

Automobile

Oil & Gas

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

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

12.88%

25.18%

12.44%

Tata Large & Mid Cap Fund

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,725

46,133

89,914

Returns

11.61%

16.90%

16.25%

Monthly SIP of 1,000

Tata Large & Mid Cap Fund