Tata Large & Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

2 Value Research

NAV( 17 Dec 2025)

₹ 516.85

-2.18%

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Tata Large & Mid Cap Reg-G

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Performance

11.98%3y Returns

-0.43% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

1.76%
Exit load

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 8,753 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 %
Ultratech Cement Ltd	0.74%
Thermax Ltd	0.6%
Network People Services Technologies Ltd	0.81%
Devyani International Ltd	0.81%
BASF India Ltd	1.25%
Tata Motors Ltd	0.84%
Godrej Industries Ltd	1.81%
Godrej Properties Ltd	4.11%
Cummins India Ltd	3.22%
Kotak Mahindra Bank Ltd	0.7%
Bluspring Enterprises Ltd	0.2%
Digitide Solutions Ltd	0.39%
United Breweries Ltd	2.03%
Cash/Net Current Assets	2.19%
Alkem Laboratories Ltd	0.41%
State Bank of India	4.87%
Patanjali Foods Ltd	0.58%
Varun Beverages Ltd	3.85%
Quess Corp Ltd	0.58%
Ambuja Cements Ltd	1.89%
Infosys Ltd	0.89%
Tube Investments Of India Ltd	0.41%
ITC Hotels Ltd	0.05%
Oracle Financial Services Software Ltd	0.46%
PI Industries Ltd	4.08%
Reliance Industries Ltd	5.01%
Tega Industries Ltd	2.65%
Bharti Airtel Ltd	3.78%
Tata Motors Passenger Vehicles Ltd	0.86%
Wockhardt Ltd	1.38%
Divi's Laboratories Ltd	0.2%
Adani Energy Solutions Ltd	1.93%
IDFC First Bank Ltd	4.42%
Bharat Forge Ltd	1.18%
Bandhan Bank Ltd	0.69%
SBI Cards & Payments Services Ltd	3.57%
ACC Ltd	1.59%
Sundram Fasteners Ltd	1.56%
Tata Consultancy Services Ltd	1.13%
Sudarshan Chemical Industries Ltd	1.25%
Fortis Healthcare Ltd	1.05%
Elantas Beck India Ltd	1.05%
ITC Ltd	1.06%
LIC Housing Finance Ltd	1.38%
Tata Communications Ltd	2.38%
HDFC Bank Ltd	9.9%
Mahindra & Mahindra Financial Services Ltd	2.44%
ICICI Bank Ltd	3.65%
Akzo Nobel India Ltd	0.69%
The Ramco Cements Ltd	1.3%
Gujarat State Petronet Ltd	0.64%
Repo	2.66%
Lupin Ltd	0.95%
Larsen & Toubro Ltd	1.69%
Bharti Airtel Ltd PPE	0.19%

Sectors

Company	Allocation %
Others	4.85%
Automobile	3.29%
Construction	5.80%
Consumer Staples	9.33%
Materials	6.21%
Financial	32.20%
Capital Goods	5.38%
Chemicals	7.63%
Services	1.45%
Energy	7.58%
Technology	3.29%
Metals & Mining	2.65%
Healthcare	3.99%
Communication	6.35%

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

About AMC

View All Mutual Funds

Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

68
AUM

₹ 2,25,300 Cr
Website

http://www.tatamutualfund.com

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.

Fund Manager

View All Mutual Funds

Chandraprakash Padiyar

Funds Offered

3
AUM

₹ 24,328 Cr
Highest Return

14.46%

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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SIP amount

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Frequently Asked Questions

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What is the current NAV of Tata Large & Mid Cap Reg-G?

The current NAV of Tata Large & Mid Cap Reg-G is ₹ 516.846

How much does Tata Large & Mid Cap Reg-G charge as expense ratio?

The expense ratio of Tata Large & Mid Cap Reg-G is 1.76%

How to Redeem Tata Large & Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Tata Large & Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Tata Large & Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Tata Large & Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of Tata Large & Mid Cap Reg-G?

For Tata Large & Mid Cap Reg-G, 3-year return is 11.98% per annum and 5-year return is 15.36% per annum. Check the return performance in detail on the page.

What is the lock-in period in Tata Large & Mid Cap Reg-G?

The lock-in-period of Tata Large & Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Tata Large & Mid Cap Reg-G

₹ 516.85

-2.18%

Tata Large & Mid Cap Reg-G

Performance

11.98%3y Returns

Investment details

₹ 100

₹ 5000

0

1.76%

0.50% Exit load of 0.50%, if redeemed within 30 days.

L After 365 days

Fund details

₹ 8,753 Cr

REGULAR

25 Feb 1993

OPEN

NIFTY Large Midcap 250 Total Return Index

INF277K01428

Fund allocation

Risk Associated

Very High

About AMC

Tata Mutual Fund >

Contact Information

Address:

68

₹ 2,25,300 Cr

About

Fund Manager

Chandraprakash Padiyar

3

₹ 24,328 Cr

14.46%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Tata Large & Mid Cap Reg-G?

How much does Tata Large & Mid Cap Reg-G charge as expense ratio?

How to Redeem Tata Large & Mid Cap Reg-G Regular Growth?

What are the steps to invest in Tata Large & Mid Cap Reg-G?

Can I invest in Tata Large & Mid Cap Reg-G through both SIP and lump sum?

What is the return of Tata Large & Mid Cap Reg-G?

What is the lock-in period in Tata Large & Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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