Tata Large & MId Cap Fund -Direct Plan Growth

Tata Large & MId Cap Fund -Direct Plan Growth of Tata Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.85

Age

NA Years

Fund Manager

Rupesh Patel

AuM (Rs Crores)

1255.7048

Asset Class

Multi-Cap

Net Asset Value:

205.7691

Rating

3

Exit Load

0.01

Benchmark

S&P BSE 200 TRI

Fund Type

Multi Cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

8.31%

Fund Manager Details:

Chandraprakash Padiy MBA (Finance), cleared all 3 levels of CFA Program from The CFA Institute, USA. Brief Experiance (1 year) From April 27 to August 218 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.

Objective:

Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.

Top Holdings:

  • Banks (25.71)
  • IT - Software (8.7)
  • FMCG (8.1)
  • Automobile (6.31)
  • Finance (6.3)
  • Pharmaceuticals (4.81)
  • Cement (4.26)
  • Tobacco Products (3.96)
  • Gas Distribution (3.88)
  • Capital Goods-Non Electrical Equipment (3.28)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition