Tata Large & Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

3 Value Research

NAV( 30 Jun 2025)

₹ 534.5
3.48%

Tata Large & Mid Cap Reg-G

Invest now

Performance

20.85%3y Returns

-0.07% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.74%
  • Exit load

    1% For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 8,546 Cr
  • Plan

    REGULAR
  • Launch date

    25 Feb 1993
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF277K01428

Fund allocation

Asset allocation

Company holdings
Company Allocation %
HDFC Bank Ltd 10.01%
Fortis Healthcare Ltd 2.95%
Bharti Airtel Ltd PPE 0.17%
LIC Housing Finance Ltd 1.54%
SBI Cards & Payments Services Ltd 3.46%
Godrej Industries Ltd 1.94%
Godrej Properties Ltd 2.03%
Gujarat State Petronet Ltd 0.75%
Dr. Reddy's Laboratories Ltd 0.37%
Elantas Beck India Ltd 1.07%
Adani Energy Solutions Ltd 1.17%
IDFC First Bank Ltd 3.46%
Sudarshan Chemical Industries Ltd 0.19%
Sundram Fasteners Ltd 1.75%
Kotak Mahindra Bank Ltd 0.7%
Quess Corp Ltd 0.87%
ACC Ltd 1.65%
Thermax Ltd 0.71%
Oracle Financial Services Software Ltd 0.5%
PI Industries Ltd 4.64%
Aditya Birla Lifestyle Brands Ltd 0.73%
AIA Engineering Ltd 1.41%
Ambuja Cements Ltd 1.53%
Bharat Forge Ltd 1.05%
Bharti Airtel Ltd 3.42%
Aditya Birla Fashion and Retail Ltd 0.35%
Larsen & Toubro Ltd 1.56%
Repo 4.53%
Cummins India Ltd 2.41%
Tata Motors Ltd 1.77%
Lupin Ltd 1.6%
The Ramco Cements Ltd 1.26%
Mahindra & Mahindra Financial Services Ltd 1.41%
Mahindra & Mahindra Financial Services Ltd Rights 0.04%
Reliance Industries Ltd 4.66%
Patanjali Foods Ltd 0.58%
BASF India Ltd 1.61%
Akzo Nobel India Ltd 0.71%
ICICI Bank Ltd 3.89%
Varun Beverages Ltd 3.78%
Wockhardt Ltd 1.68%
Infosys Ltd 0.91%
ITC Ltd 1.13%
Tata Consultancy Services Ltd 1.27%
HDFC Asset Management Company Ltd 2.94%
Bandhan Bank Ltd 1.75%
State Bank of India 4.13%
Bluspring Enterprises Ltd 0.47%
Digitide Solutions Ltd 0.39%
Divi's Laboratories Ltd 0.21%
Cash/Net Current Assets 2.18%
Alkem Laboratories Ltd 0.38%
Ultratech Cement Ltd 0.73%
Devyani International Ltd 1.02%
Tube Investments Of India Ltd 0.46%
ITC Hotels Ltd 0.06%
Tata Communications Ltd 2.06%
Sectors
Company Allocation %
Others 6.71%
Construction 3.59%
Automobile 3.28%
Consumer Staples 7.43%
Materials 5.88%
Financial 34.20%
Capital Goods 4.87%
Chemicals 7.51%
Services 3.02%
Energy 6.58%
Technology 2.68%
Metals & Mining 1.41%
Healthcare 7.19%
Communication 5.65%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

  • Funds Offered

    3
  • AUM

    ₹ 23,149 Cr
  • Highest Return

    27.4%
About

Chandraprakash Padiyar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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