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Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹76.66 0.4374%

    25-04-2024
  • Annual Returns

    34.07%

  • Min. SIP ₹100

    Min. Investment ₹5000

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Calculate SIP Returns of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.88% 0.85% 1.15%
1M 3.34% 2.29% 1.38%
3M 7.24% 4.77% 4.56%
6M 18.8% 16.14% 16.56%
1Y 34.07% 27.2% 27.68%
2Y 21.7% 15.94% 15.55%
3Y 20.9% 18.47% 17.38%
5Y 18.69% 15.06% 15.15%
ALL 12.94% 15.08% 14.06%

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Risk scale

Very High

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Fund Managers

Chandraprakash Padiyar
Chandraprakash Padiyar

Fund Manage - 3

Total AUM. - 14882Cr.

Meeta Shetty
Meeta Shetty

Fund Manage - 5

Total AUM. - 15515Cr.

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Portfolio Analysis

Equity94.28% Others5.72%

Market Cap

Top 5 Sectors

Financial

Consumer Staples

Healthcare

Automobile

Energy

Top 5 Companies

HDFC Bank Ltd.

Varun Beverages Ltd.

Reliance Industries Ltd.

State Bank of India

ICICI Bank Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata Infrastructure Fund-Regular Plan- Growth Option 8.16% 16.75% 40.19% 71.72% 25.78%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 7.24% 9.21% 26.43% 56.56% 22.51%
Tata Mid Cap Growth Fund Regular Plan- Growth Option 7.24% 9.21% 26.42% 56.56% 22.58%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option 7.24% 9.21% 26.43% 56.56% 22.51%
Tata Business Cycle Fund-Regular Plan-Growth 3.87% 8.6% 27% 52.96% 0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 0.28% 4.35% 25.19% 51.01% 21.84%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth -0.25% 0.22% 20.13% 50.47% 0%
Tata Equity PE Fund Regular Plan -(Growth Option) 5.97% 9.19% 29.22% 49.63% 18.61%
Tata Small Cap Fund-Regular Plan-Growth 9.56% 9.13% 22.56% 47.06% 27.12%
See More About Tata Mutual Fund

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3Y Returns32.46%

AUM 26836.99Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns33.83%

AUM 13230.8235Cr.

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Franklin India Smaller Companies Fund-Growth

3Y Returns33.74%

AUM 11397.83Cr.

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DSP Small Cap Fund - Regular - Growth

Returns28.34%

AUM 13094.6103Cr.

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Tata Small Cap Fund-Regular Plan-Growth

3Y Returns32.32%

AUM 5819.07Cr.

VS

Axis Small Cap Fund - Regular Plan - Growth

Returns26.73%

AUM 18615.7165Cr.

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Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns31.34%

AUM 3880.25Cr.

VS

Quant Small Cap Fund-Growth

Returns39.9%

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for medium to long-term goals such as wealth creation, securing a child`s future, or retirement planning
  • StrategyStrategy
  • Employs a diversified portfolio approach with either active allocation or model allocation strategies to optimize returns.
  • DurationDuration
  • A minimum investment period of 3 years is recommended to weather market cycles and harness the fund
  • Risk ToleranceRisk Tolerance
  • Expects moderate volatility with potential dips of 20-25% in extreme market conditions, typically recovering within 1-2 years.
  • Returns ExpectationReturns Expectation
  • Targets a 12-15% compounded annual growth rate (CAGR), aiming for a balance between stability and robust growth potential.

Frequently Asked Questions

What is the current NAV of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option as of 25-04-2024 is 76.6565.

What is the expense ratio of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option is Rs 6183.79 Crs.

Is Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Consumer Staples, Healthcare, Automobile, Energy.

How to start online SIP in Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option?

Redeeming your investments in Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Chandraprakash Padiyar, Meeta Shetty, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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