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Tata Large & MId Cap Fund -Direct Plan- Growth Option
Tata Mutual Fund · Equity · Large & Mid Cap Fund
₹567.68
AUM: —
NAV updated 17 days ago
Plan
Direct
Option
Growth
Risk
High
Sharpe Ratio
-0.61
Std Dev (1Y)
14.89%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.51%
3m
+3.3%
6m
+3.35%
1y
-4.18%
3y
+6.95%
5y
+9.53%
10y
+12.47%
since inception
+14.49%
TopFund's Take on Tata Large & MId Cap Fund -Direct Plan- Growth Option
Tata Large & MId Cap Fund -Direct Plan- Growth Option is a Large & Mid Cap Fund fund from Tata Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.61 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.89% is fairly typical for Large & Mid Cap Fund funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Tata Large & MId Cap Fund -Direct Plan- Growth Option
The current NAV (Net Asset Value) of Tata Large & MId Cap Fund -Direct Plan- Growth Option is ₹567.68. NAV is updated every business day after market close by AMFI.
1Y: -4.18% · 3Y CAGR: 6.95% · 5Y CAGR: 9.53%
Expense ratio data for Tata Large & MId Cap Fund -Direct Plan- Growth Option is not yet available.
Tata Large & MId Cap Fund -Direct Plan- Growth Option is managed by Tata Mutual Fund.
Tata Large & MId Cap Fund -Direct Plan- Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Tata Large & MId Cap Fund -Direct Plan- Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Tata Large & MId Cap Fund -Direct Plan- Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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