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Tata Large & Mid Cap Fund- Regular Plan - Growth

(Erstwhile Tata Equity Opportunities Fund Regular Plan - Growth)

Category: Equity Funds Diversified
Launch Date: 31-03-1993
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.5% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,083.57 Cr As on (31-05-2018)
Turn over: 57.94%
NAV as on 22-06-2018

189.6354

1.23 (0.6506%)

CAGR Since Inception

12.15%

S&P BSE 200 13.85%

PERFORMANCE of Tata Large & Mid Cap Fund- Regular Plan - Growth

Scheme Performance (%)

Data as on - 22-06-2018

Yearly Performance (%)

Fund Managers

Mr. Rupesh Patel

Mr. Rupesh is a B.E.(Civil) and MBA (Finance) He served as the Tata Asset Management Limited’s Principal Officer of PMS from January 2012 to June 2013. Mr. Patel was the Deputy General Manager of Investments at the Tata Asset Management Limited from May 2008 to January 2012. Prior to this, he served as an Assistant Vice President of Investments at Indiareit Fund Advisors Pvt. Ltd. from August 2007 to April 2008. He was a Deputy General Manager at Credit Analysis & Research Ltd. until August 2007. Mr. Patel served as an Analyst and Manager at the Credit Analysis & Research. He had joined the Credit Analysis & Research in November 2001.

Investment Objective

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented companies.

RETURNS CALCULATOR for Tata Large & Mid Cap Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Tata Large & Mid Cap Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Large & Mid Cap Fund- Regular Plan - Growth 14.4 0.85 3.68 0.63 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Tata Large & Mid Cap Fund- Regular Plan - Growth

Period
Data as on - 22-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 4.29 11.54 8.72 17.31 10.92
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 18.58 13.31 19.67 0.0
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 22.28 16.16 21.19 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 16.77 9.65 16.64 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 16.78 9.65 16.64 0.0

PORTFOLIO ANALYSIS of Tata Large & Mid Cap Fund- Regular Plan - Growth

Asset Allocation (%)

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