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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.63 | 44.09 | 1.63 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.35 | 51.82 | 1.58 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Large & Mid Cap Fund(IDCW-Payout) | 26.30% | 15.97% | 14.92% |
Mirae Asset Large & Midcap Fund(IDCW) | 26.35% | 3.01% | 17.39% |
SBI Large & Midcap Fund(IDCW-Payout) | 30.48% | 16.46% | 16.03% |
Kotak Equity Opp Fund(IDCW-Payout) | 33.42% | 18.68% | 12.66% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
9.24 %
Holdings
4.83 %
Holdings
4.20 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
74
Total AUM
₹ 1,98,343.07 Cr.
Chandraprakash Padiyar
AUM: ₹17,854.18 Cr.
|
Exp: 18yrs
Meeta Shetty
AUM: ₹23,367.63 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%