EquityLarge & Mid Cap FundDirect · Growth
Tata Large & MId Cap Fund -Direct Plan- Growth Option
Tata · Scheme 119202
₹578.01▼ 0.48%NAV · 2026-09-18
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
8.7%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
Average · 50/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 99% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 6.0%
- ✓Volatility: 15% annualised
📉 What could drag it down
- •Down 2.7% over the last year — currently out of favour.
- •3Y CAGR: +8.7%
- •3Y CAGR vs category: -7.5% vs category avg
FundScore breakdown
50/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.