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Tata Large And Mid Cap Fund Direct Plan - Idcw Reinvestment

Equity | Large & Mid Cap

(NAV as of 10/04/2024)
105.18 (0.20)

3Y Returns

21.78%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

0.91%

Fund Size

3316 Cr

Inception Date

01-Jan-13

Fund Manager

Chandraprakash Padiyar

Exit Load

Nil upto 12% of investment and 1% for remaining investments on or before 90D, Nil after 90D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.53%

Debt & Others

5.47%

Market Cap Allocation

Large Cap

45.16%

Mid Cap

38.03%

Small Cap

11.53%

Other Cap

5.27%

Sector Allocation

Banks

21.44%

Automobiles

7.38%

Cash/Deposits/Margins/Treps/Repo/Swaps

6.04%

Beverages

5.48%

Telecom

5.14%

Top Ten Holdings

HDFC Bank Ltd

7.85%

Varun Beverages Ltd

5.48%

Reliance Industries Ltd

5.10%

State Bank Of India

4.08%

ICICI Bank Ltd

4.08%

Investment Objective

The Investment Objective Of The Scheme Is To Provide Income Distribution And/ Or Medium To Long Term Capital Gains While All Times Emphasizing The Importance Of Capital Appreciation.

Fund House Detail

AMC Name

Tata Asset Management Limited

Address

1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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