Tata Large & Mid Cap Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
7.34%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹894.82 Cr
Qtr End: Jun 26
NAV
₹569.141
as of 02/09/2026
3Y Returns (CAGR)
7.34%
Expense Ratio
0.76%
as of 01/08/2026
AUM
₹894.82 Cr
Qtr End: Jun 26
NAV
₹569.141
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.84% | 11.87% | 12.07% |
| 6M | 2.52% | 5.10% | 18.00% |
| 1Y | -3.02% | -3.02% | 15.05% |
| 3Y | 23.69% | 7.34% | 14.24% |
| 5Y | 57.80% | 9.55% | 13.89% |
Scheme Details
- Launch Date
- 01/01/2013
- Fund Age
- 13.7 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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