Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Meeta Shetty, Chandraprakash Padiyar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.73% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹6822 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 10.58% |
Size breakup
Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0.94% | 0.94% |
6 Month Returns | 20.01% | 20.01% |
1 Year Returns | 33.85% | 33.85% |
3 Years Returns | 78.46% | 21.3% |
5 Years Returns | 149.58% | 20.07% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | -4.4 | 1.57 | 0.36 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 0.9 | 0.83 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 2.38 | 1.31 | 0.81 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Large & Mid Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 10.11 | 11.62 | 18.61 |