NSE ScannerTata Mutual Fund · Equity · Large & Mid Cap · Regular plan
Tata Large & Mid Cap Fund - Regular Plan - Growth
₹451.4237NAV on 30 Oct 2026Expense ratio 1.84%
29 Oct 2025NAV low 432.64 · high 535.88-15.8%
In plain words
Over 3 years it returned +4.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.0%.
On 3-year return it ranks 26 of 26 funds in Large & Mid Cap.
A monthly SIP over 10 years ended ₹1,25,611 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.5% | +1.9% |
| 3 months | -10.4% | -5.1% |
| 6 months | -6.4% | -3.2% |
| 1 year | -15.1% | -10.2% |
| 3 years (yearly) | +4.5% | +7.4% |
| 5 years (yearly) | +6.6% | +6.5% |
| 10 years (yearly) | +10.4% | +11.3% |
| Since start (yearly) | +10.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,08,514 | -15.3% |
| 3 years | ₹3,60,000 | ₹3,31,600 | -5.0% |
| 5 years | ₹5,90,000 | ₹6,32,395 | +2.7% |
| 10 years | ₹11,90,000 | ₹19,65,206 | +9.6% |
Other plan of this fund: Tata Large & Mid Cap Fund - Direct Plan - Growth