Should I invest in Tata Large & MId Cap Fund?

We don't give personal investment advice. Tata Large & MId Cap Fund -Direct Plan- Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 11.47%.

Tata

Tata Large & MId Cap Fund -Direct Plan- Growth Option

Latest NAV

₹553.6873

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.03%	+0.15%	-0.12	26 / 34	Q4
1W	-0.78%	-1.78%	+0.99	3 / 34	Q1
2W	+0.78%	-0.02%	+0.79	6 / 34	Q1
1M	-0.52%	-0.52%	0.00	12 / 34	Q2
3M	-1.85%	+0.66%	-2.51	29 / 34	Q4
6M	-8.06%	-3.20%	-4.86	34 / 34	Q4
YTD	-8.04%	-3.29%	-4.75	34 / 34	Q4
1Y	-6.12%	+1.81%	-7.93	32 / 33	Q4
2Y	-0.39%	+4.91%	-5.30	30 / 30	Q4
3Y	+9.54%	+16.92%	-7.38	27 / 27	Q4
4Y	+12.85%	+16.88%	-4.03	27 / 27	Q4
5Y	+11.47%	+15.02%	-3.54	25 / 27	Q4
7Y	+13.52%	+16.10%	-2.58	21 / 23	Q4
10Y	+13.48%	+15.15%	-1.66	18 / 20	Q4
Inception	+14.58%	+13.65%	+0.93	18 / 33	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.04%	-3.29%	-4.75	34 / 34
2025	+2.98%	+4.90%	-1.93	24 / 32
2024	+16.36%	+24.93%	-8.57	27 / 28
2023	+23.86%	+31.20%	-7.33	27 / 27
2022	+12.45%	+2.92%	+9.53	3 / 27
2021	+29.67%	+38.33%	-8.66	27 / 27
2020	+15.05%	+17.02%	-1.97	15 / 26
2019	+14.99%	+9.44%	+5.55	3 / 22
2018	-3.34%	-6.02%	+2.68	6 / 21
2017	+32.26%	+38.46%	-6.20	17 / 21
2016	+2.24%	+7.16%	-4.91	18 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.62%

152 windows

min -23.0% · max 82.3%

88% positive

3-Year rolling

+15.94%

127 windows

min -3.0% · max 30.6%

99% positive

5-Year rolling

+15.65%

103 windows

min 1.2% · max 24.3%

100% positive

7-Year rolling

+15.17%

79 windows

min 10.4% · max 17.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.12%

3-year · annualised

Sharpe ratio

0.26

vs risk-free 6.5%

Sortino ratio

0.38

Downside-only deviation

Max drawdown

-21.72%

Sep 2024 → Mar 2026

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹553.6873
2 Jun 2026	₹553.6090
1 Jun 2026	₹553.4324
29 May 2026	₹557.8486
27 May 2026	₹559.7836
26 May 2026	₹557.9851
25 May 2026	₹558.2604
22 May 2026	₹551.4298
21 May 2026	₹548.7644
20 May 2026	₹548.5136

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Tata Large & MId Cap Fund -Direct Plan- Growth Option is ₹553.6873. It's a Large & Mid Cap Fund from Tata, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Large & MId Cap Fund -Direct Plan- Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Tata Large & MId Cap Fund -Direct Plan- Growth Option is managed by Tata. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Large & MId Cap Fund -Direct Plan- Growth Option has delivered a absolute return of -6.12% — -7.93 pp behind the Large & Mid Cap Fund category average of 1.81%. The fund ranks #32 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Tata Large & MId Cap Fund -Direct Plan- Growth Option has delivered a CAGR of 9.54% — -7.38 pp behind the Large & Mid Cap Fund category average of 16.92%. The fund ranks #27 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Tata Large & MId Cap Fund -Direct Plan- Growth Option has delivered a CAGR of 11.47% — -3.54 pp behind the Large & Mid Cap Fund category average of 15.02%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Tata Large & MId Cap Fund -Direct Plan- Growth Option exactly 10 years ago would be worth approximately ₹354,236 today — a multiplier of 3.54×, based on the 10-year CAGR of 13.48%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in Tata Large & MId Cap Fund -Direct Plan- Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹734,152 today. That's an XIRR (money-weighted annualised return) of 8.00%.

A ₹10,000 monthly SIP for 10 years in Tata Large & MId Cap Fund -Direct Plan- Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,342,683 (multiplier 1.95×). XIRR: 12.83%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Tata Large & MId Cap Fund -Direct Plan- Growth Option ranks #25 out of 27 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 15.02%; this fund delivered 11.47%.

The worst peak-to-trough decline Tata Large & MId Cap Fund -Direct Plan- Growth Option has experienced over the last 5-year window is 21.72% — its NAV fell from a high on 23 Sep 2024 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Tata Large & MId Cap Fund -Direct Plan- Growth Option averaged 15.65% (best 24.28%, worst 1.22%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Tata Large & MId Cap Fund -Direct Plan- Growth Option returned 2.98% — lagging the Large & Mid Cap Fund category average of 4.90% by 1.93 pp. It ranked #24 of 32 in its category that year.

Tata Large & MId Cap Fund -Direct Plan- Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Tata Large & MId Cap Fund -Direct Plan- Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 11.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.