Comprehensive analysis of Tata Large & Mid Cap Fund - Direct (IDCW) (16333) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Tata Asset Management Ltd
Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 2.12% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 10.12% |
| P I Industries Ltd | Agro Chemicals | 5.09% |
| Reverse Repo | Debt Others | 5.03% |
| Reliance Industries Ltd | Refineries | 4.44% |
| Varun Beverages Ltd | FMCG | 4.17% |
| State Bank of India | Banks | 3.95% |
| ICICI Bank Ltd | Banks | 3.88% |
| IDFC First Bank Ltd | Banks | 3.72% |
| Godrej Properties Ltd | Realty | 3.67% |
| Bharti Airtel Ltd | Telecomm-Service | 3.43% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1569.51 | 16.72% | 0.82% | 20.98% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1458.74 | 16.37% | 0.25% | 20.35% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1116.27 | 15.33% | 1.24% | 22.12% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹998.01 | 14.82% | 0.36% | 21.05% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹994.35 | 17.65% | -3.72% | 14.37% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹893.12 | 17.18% | -4.48% | 13.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹675.68 | 13.77% | -4.00% | 20.49% |
| SBI Large & Midcap Fund - Direct (G) | ₹673.64 | 15.58% | 2.17% | 18.27% |
| SBI Large & Midcap Fund (G) | ₹620.27 | 15.09% | 1.29% | 17.24% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹604.04 | 13.18% | -4.98% | 19.31% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.