Tata Large & Mid Cap Fund Direct Plan-Growth
Equity: Large & MidCap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Large & MidCapBenchmark: NIFTY Large Midcap 250 Total Return IndexCheck Portfolio Overlap →
NAV: ₹572.35-0.12%
07 Sept 2026
Similar Funds
Side-by-side comparison of Tata Large & Mid Cap Fund Direct Plan-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -2.15% | 4.70% | 38 / 39 |
| 3Y Return | +7.32% | 13.10% | 26 / 26 |
| 5Y Return | +9.76% | 12.70% | 24 / 25 |
| 10Y Return | +12.51% | 14.40% | 16 / 18 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Large & MidCap
Top funds by AUM in the Equity: Large & MidCap category — see how Tata Large & Mid Cap Fund Direct Plan-Growth compares on size and returns.
Funds Tracking NIFTY Large Midcap 250 Total Return Index
Top funds tracking the NIFTY Large Midcap 250 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata Large & Mid Cap Fund Direct Plan-Growth?
Funds similar to Tata Large & Mid Cap Fund Direct Plan-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Large & Mid Cap Fund Direct Plan-Growth in its category?
On a 3-year return basis Tata Large & Mid Cap Fund Direct Plan-Growth is ranked 26 out of 26 funds in the Equity: Large & MidCap category as of 6 Sep 2026. On a 5-year return basis it ranks 24 out of 25. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Large & Mid Cap Fund Direct Plan-Growth's expense ratio compare to similar funds?
Tata Large & Mid Cap Fund Direct Plan-Growth has an expense ratio of 0.77%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.84% and SBI Large & Midcap Fund Direct Plan-Growth has 0.84%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Large & Mid Cap Fund Direct Plan-Growth's AUM compare to similar funds?
Tata Large & Mid Cap Fund Direct Plan-Growth has an AUM of ₹7,900.58 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹45,275.3 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹42,325.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large & MidCap?
The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Invesco India Large & Mid Cap Fund Direct-Growth with a CAGR of 22.96% as of 6 Sep 2026. Tata Large & Mid Cap Fund Direct Plan-Growth has delivered 7.32% CAGR over the same period, ranking 26 out of 26 funds. You can view and compare the full category ranking on sharpely.
How does Tata Large & Mid Cap Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Large & Mid Cap Fund Direct Plan-Growth has a Sharpe ratio of 0.22 compared to the Equity: Large & MidCap average of 0.64 as of 6 Sep 2026. It ranks 27 out of 27 funds in its category on Sharpe ratio.