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Tata Large & Mid Cap Fund Direct Plan Growth

Equity

  

Large & Mid Cap Fund

NAV

167.56 -6.4375

as on (30 Mar, 2020)

RETURNS

-2.32 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1.25 %

Benchmark

S&P BSE 200 India TR INR

Asset Size

1571.05 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

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Fund manager

Chandraprakash Padiyar

(since 03 Sep, 2018)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 150

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

9.06 %

ICICI Bank Ltd

7.89 %

Tata Consultancy Services Ltd

5.25 %

Varun Beverages Ltd

4.51 %

Sector Allocation

About the Scheme Type

Large & Mid Cap Fund

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

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Overview of Tata Asset Management Limited

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