January 16, 2026
RA Jainee
Tata Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 583.67 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 114.35 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 8,683 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.65% |
| 1 Year Return (%) | 5.22 |
| 3 Year Return (%) | 13.86 |
| 5 Year Return (%) | 15.37 |
| 10 Year Return (%) | 14.71 |
| Return Since Launch | 15.51% |
⚖️ Sahifund Review – Tata Large & Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
X
MINUS: Large AUM, large-cap bias, momentum lag
X
Sahifund View (Decisive Line):
X
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
Fund Manager:
1) Chandraprakash Padiyar
Education: Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience: Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
2) Kapil Malhotra
Education: Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience: Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Investment Details
| Min. Investment (Rs.) | 5,000 |
| Min. Addl Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. Withdrawal (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs.) | 500 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Tata Large & Mid Cap Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.51% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 8,683 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.65% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Low |
| Turnover | 15.66% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Large & Midcap Dir | -2.99 | -0.19 | -2.40 | -1.04 | -3.34 | 5.22 | 13.86 | 15.37 | 16.10 | 14.71 |
| BSE Large Mid Cap TRI | -1.58 | -0.03 | -1.06 | 1.86 | 1.95 | 11.20 | 15.48 | 14.62 | 15.31 | 14.97 |
| Equity: Large & MidCap | -1.30 | -0.02 | -1.10 | 0.74 | 0.65 | 7.63 | 18.75 | 18.17 | 17.74 | 16.36 |
| Rank within category | 63 | 50 | 61 | 53 | 57 | 37 | 36 | 25 | 18 | 15 |
| Number of funds in category | 64 | 64 | 64 | 64 | 61 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Tata Large and Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs.) (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Large & Midcap Dir | 2 star | 5.22 | 13.86 | 15.37 | 0.65 | 8,683 | 15.51 | 0.50 (30) | 13Y | 15.66 |
| SBI Large & Midcap Dir | 4 star | 14.89 | 18.91 | 19.25 | 0.73 | 37,443 | 17.19 | 0.10 (30) | 13Y | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 10.54 | 20.87 | 20.91 | 0.83 | 28,980 | 13.86 | 1.00 (365) | 13Y | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 15.13 | 22.01 | 22.35 | 0.76 | 27,745 | 16.74 | 1.00 (30) | 13Y | 56.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | 2.96 | 25.26 | 22.74 | 0.69 | 15,055 | 22.49 | 1.00 (365) | 6Y 2M | 45.00 |
Portfolio Analysis of Tata Large & Mid Cap Fund
| No. of Stocks | 52 |
| Top 10 Stocks | 47.38% |
| Top 5 Stocks | 28.51% |
| Top 3 Sectors | 57.40% |
| Portfolio P/B Ratio | 3.22 |
| Portfolio P/E Ratio | 22.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs. Cr) | 1,44,670 | 1,82,653 |
| Giant (%) | — | — |
| Large (%) | 48.36 | 61.05 |
| Mid (%) | 32.69 | 32.72 |
| Small (%) | 18.95 | 9.28 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status