Tata Large & Mid Cap Fund - Dividend - Payout

3
Large & Mid Cap NAV 34.9310 -0.17 05 December, 2019
  • 8.63%
  • 8Y 5M
Tata Large & Mid Cap Fund - Dividend - Payout was previously known as

Tata Equity Opportunities Fund - Dividend - Payout

Fund Details

Category Large & Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 January, 1970
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 1507.21 (As on Oct 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.25% (As on Oct 31, 2019)
Fund Manager Chandraprakash Padiyar

Investment Returns (As on 05 Dec, 2019)

  • 3 Month 10.74%
  • 6 Month 3.11%
  • 1 Year 14.37%
  • 3 Year 11.8%
  • 5 Year 8.63%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Large & Mid Cap Fund - Dividend - Payout 14.37% 11.8% 8.63%
Mirae Asset Emerging Bluechip Fund (G) 15.85% 16.56% 15.57%
DSP Equity Opportunities Fund (G) 13.22% 11.82% 10.25%
Aditya Birla Sun Life Equity Advantage Fund (G) 9.88% 9.31% 8.64%

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