Tata Large & Mid Cap Fund - Direct - Growth
Equity Scheme by Tata Asset Management Private Limited
3Y Returns (CAGR)
6.92%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹894.82 Cr
Qtr End: Jun 26
NAV
₹544.389
as of 16/10/2026
3Y Returns (CAGR)
6.92%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹894.82 Cr
Qtr End: Jun 26
NAV
₹544.389
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -6.58% | -23.84% | 12.60% |
| 6M | -1.36% | -2.70% | 13.27% |
| 1Y | -10.08% | -10.08% | 15.58% |
| 3Y | 22.22% | 6.92% | 14.40% |
| 5Y | 47.58% | 8.10% | 13.96% |
Scheme Details
- Launch Date
- 01/01/2013
- Fund Age
- 13.8 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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