Question 1

Which funds are similar to Tata Large & Mid Cap Fund Direct Plan-Growth?

Accepted Answer

Funds similar to Tata Large & Mid Cap Fund Direct Plan-Growth in the Equity: Large & MidCap category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Tata Large & Mid Cap Fund Direct Plan-Growth compare to the category average?

Accepted Answer

The comparison of Tata Large & Mid Cap Fund Direct Plan-Growth against the Equity: Large & MidCap category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Tata Large & Mid Cap Fund Direct Plan-Growth in its category?

Accepted Answer

The rank of Tata Large & Mid Cap Fund Direct Plan-Growth within the Equity: Large & MidCap category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Tata Large & Mid Cap Fund Direct Plan-Growth?

Accepted Answer

Top alternatives to Tata Large & Mid Cap Fund Direct Plan-Growth in the Equity: Large & MidCap category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — NIFTY Large Midcap 250 Total Return Index — are also listed separately.

Question 5

How does Tata Large & Mid Cap Fund Direct Plan-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Tata Large & Mid Cap Fund Direct Plan-Growth is 0.75%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Tata Large & Mid Cap Fund Direct Plan-Growth's AUM compare to similar funds?

Accepted Answer

Tata Large & Mid Cap Fund Direct Plan-Growth has an AUM of ₹ 7.79 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Equity: Large & MidCap category?

Accepted Answer

The top-performing funds by 3-year returns in the Equity: Large & MidCap category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Tata Large & Mid Cap Fund Direct Plan-Growth better than index funds in the same category?

Accepted Answer

Whether Tata Large & Mid Cap Fund Direct Plan-Growth beats index funds in the Equity: Large & MidCap category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Tata Large & Mid Cap Fund Direct Plan-Growth has an alpha of -3.10%, indicating underperformance vs the benchmark. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Tata Large & Mid Cap Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Tata Large & Mid Cap Fund Direct Plan-Growth has a Sharpe ratio of 0.28 and alpha of -3.10%. A Sharpe of 0.28 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking NIFTY Large Midcap 250 Total Return Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Tata Large & Mid Cap Fund Direct Plan-Growth — NIFTY Large Midcap 250 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	-6.96%	0.73%	36 / 37
3Y Return	+8.95%	16.04%	25 / 25
5Y Return	+11.59%	14.89%	22 / 24
10Y Return	+13.35%	15.20%	15 / 17

Tata Large & Mid Cap Fund Direct Plan-Growth

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