Tata Large & Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

3 Morning Star

3 Value Research

NAV( 14 Aug 2025)

₹ 515.56

-2.66%

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Tata Large & Mid Cap Reg-G

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Performance

14.45%3y Returns

-0.26% 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

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Fund size

₹ 8,773 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 %
Repo	5.03%
Bandhan Bank Ltd	1.69%
Larsen & Toubro Ltd	1.51%
Infosys Ltd	0.86%
Ambuja Cements Ltd	1.7%
Bharti Airtel Ltd	3.43%
Elantas Beck India Ltd	1.32%
Gujarat State Petronet Ltd	0.7%
ITC Ltd	1.08%
Varun Beverages Ltd	4.17%
AIA Engineering Ltd	1.23%
Devyani International Ltd	0.97%
Bluspring Enterprises Ltd	0.24%
Digitide Solutions Ltd	0.63%
ITC Hotels Ltd	0.06%
SBI Cards & Payments Services Ltd	2.95%
Godrej Industries Ltd	1.83%
Godrej Properties Ltd	3.67%
Fortis Healthcare Ltd	2.44%
Cummins India Ltd	2.55%
Akzo Nobel India Ltd	0.78%
ICICI Bank Ltd	3.88%
LIC Housing Finance Ltd	1.47%
Cash/Net Current Assets	2.6%
Oracle Financial Services Software Ltd	0.48%
PI Industries Ltd	5.09%
BASF India Ltd	1.5%
Tube Investments Of India Ltd	0.41%
HDFC Bank Ltd	10.12%
Divi's Laboratories Ltd	0.21%
Quess Corp Ltd	0.8%
HDFC Asset Management Company Ltd	1.13%
IDFC First Bank Ltd	3.72%
Bharti Airtel Ltd PPE	0.17%
Lupin Ltd	1.54%
The Ramco Cements Ltd	1.48%
Tata Communications Ltd	2.06%
Tata Consultancy Services Ltd	1.09%
Wockhardt Ltd	1.86%
United Breweries Ltd	0.41%
Adani Energy Solutions Ltd	1.47%
Kotak Mahindra Bank Ltd	0.65%
Ultratech Cement Ltd	0.78%
Thermax Ltd	0.81%
Dr. Reddy's Laboratories Ltd	0.36%
Sundram Fasteners Ltd	1.64%
Sudarshan Chemical Industries Ltd	0.45%
ACC Ltd	1.53%
Bharat Forge Ltd	0.96%
Reliance Industries Ltd	4.44%
Patanjali Foods Ltd	0.63%
State Bank of India	3.95%
Mahindra & Mahindra Financial Services Ltd	1.52%
Tata Motors Ltd	1.59%
Alkem Laboratories Ltd	0.36%

Sectors

Company	Allocation %
Others	7.63%
Construction	5.18%
Automobile	2.96%
Consumer Staples	8.12%
Materials	6.27%
Financial	31.88%
Capital Goods	5.00%
Chemicals	8.36%
Services	1.90%
Energy	6.61%
Technology	2.43%
Metals & Mining	1.23%
Healthcare	6.77%
Communication	5.66%

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

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Tata Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.tatamutualfund.com
Phone:

Funds Offered

66
AUM

₹ 2,07,043 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

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Chandraprakash Padiyar

Funds Offered

3
AUM

₹ 24,440 Cr
Highest Return

22.2%

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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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 ₹ 515.5638

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

The expense ratio of Tata Large & Mid Cap Reg-G is 1.74%

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.

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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 14.45% per annum and 5-year return is 19.72% per annum. Check the return performance in detail on the page.