Tata Large and Mid Cap Fund
Direct · Growth ₹558.49
22 Apr 2026
NAV
16.2%
3Y CAGR
15.8%
5Y CAGR
16.0%
10Y CAGR
16.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.21
Sharpe
-35.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.92 L | 18.4% | -53.4% | 90.5% |
| 3 Years | ₹36.00 L | ₹45.05 L | 15.8% | -17.4% | 32.4% |
| 5 Years | ₹60.00 L | ₹89.63 L | 15.6% | -5.9% | 27.5% |
| 10 Years | ₹1.20 Cr | ₹2.79 Cr | 16.4% | 11.3% | 19.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.4% | 0.9% | +17.5% |
| 3 Years | 15.8% | 11.2% | +4.6% |
| 5 Years | 15.6% | 11.1% | +4.5% |
| 10 Years | 16.4% | 11.9% | +4.4% |