NSE ScannerTata Mutual Fund · Equity · Large & Mid Cap · Direct plan
Tata Large & Mid Cap Fund - Direct Plan - Growth
₹521.9857NAV on 30 Oct 2026Expense ratio 0.78%
29 Oct 2025NAV low 497.11 · high 612.94-14.8%
In plain words
Over 3 years it returned +5.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.7%.
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 | -4.4% | +1.9% |
| 3 months | -10.2% | -5.1% |
| 6 months | -5.9% | -3.2% |
| 1 year | -14.2% | -10.2% |
| 3 years (yearly) | +5.6% | +7.4% |
| 5 years (yearly) | +7.8% | +6.5% |
| 10 years (yearly) | +11.6% | +11.3% |
| Since start (yearly) | +13.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,09,228 | -14.4% |
| 3 years | ₹3,60,000 | ₹3,37,700 | -3.9% |
| 5 years | ₹5,90,000 | ₹6,52,397 | +3.9% |
| 10 years | ₹11,90,000 | ₹20,90,817 | +10.8% |
Other plan of this fund: Tata Large & Mid Cap Fund - Regular Plan - Growth