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| Field | Tata Large & MId Cap Fund -Direct Plan- Growth Option Tata Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.1/10 · Below Average |
| Fund house | Tata Mutual Fund |
| Category | Equity Scheme - Large & Mid Cap Fund · large_mid_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹8.1K Cr |
| Morningstar | 2★ |
| Performance returns | |
| 1Y return | -5.08% |
| 3Y return (CAGR) | +11.82% |
| 5Y return (CAGR) | +13.57% |
| 10Y return (CAGR) | +13.63% |
| Benchmark | Nifty LargeMidcap 250 TR INR |
| Category avg 1Y | +2.17% |
| SIP returns | |
| SIP 1Y | -10.25% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 14.32% |
| Sharpe ratio (1Y) | -0.81 |
| Sharpe ratio (3Y) | 0.37 |
| Sortino ratio (1Y) | -0.80 |
| Max drawdown (1Y) | -19.09% |
| Category rank (1Y) | #7 of 7 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 0.72% |
| Exit load | 0 - 30 Days : 0.5 % |
| Portfolio | |
| NAV | ₹516.98 |
| Min SIP | ₹100 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |