Tata Large & Mid Cap Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
9.31%
Expense Ratio
0.75%
as of 01/07/2026
AUM
₹936.13 Cr
Qtr End: Mar 26
NAV
₹582.24
as of 17/07/2026
3Y Returns (CAGR)
9.31%
Expense Ratio
0.75%
as of 01/07/2026
AUM
₹936.13 Cr
Qtr End: Mar 26
NAV
₹582.24
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.50% | 23.88% | 13.78% |
| 6M | 0.51% | 1.02% | 19.11% |
| 1Y | -5.04% | -5.04% | 14.99% |
| 3Y | 30.60% | 9.31% | 14.16% |
| 5Y | 68.78% | 11.04% | 13.88% |
Scheme Details
- Launch Date
- 01/01/2013
- Fund Age
- 13.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
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