Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Factsheet

As of 31 Aug 2026

Inception

29 Jun 2004

Fund managers

Mr. Sonam Udasi (since 01 Apr 2016)

Benchmark

Nifty 500 TRI

AUM

8655.69 crore

Regular expense

1.51%

Direct expense

0.68%

Portfolio turnover

0.79

Minimum investment

₹ 5,000

SIP minimum

₹ 100

Exit load

1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL. Base

Standard deviation

15.39%

Beta

0.95

Sharpe

0.6