mid capHigh risk

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

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Tata Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹499.3682

▼ 0.13% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹97.6k

▼ ₹2.4k loss · -2.4% / year

Invested 3 years ago

₹1.24 L

▲ ₹23.7k gain · 7.4% / year

Invested 5 years ago

₹1.58 L

▲ ₹57.7k gain · 9.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.1%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-68.36%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-2.40%

CAGR — 3 years7.36%

CAGR — 5 years9.54%

CAGR — since launch11.42%

Volatility — 1 year (annualised)14.63%

Volatility — 3 years (annualised)14.13%

Max drawdown — 1 year-19.27%

Max drawdown — 3 years-23.05%

Sharpe ratio — 1 year (rf=6%)-0.58

Sharpe ratio — 3 years (rf=6%)0.09

Fund info

Fund house: Tata Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF277K01428
ISIN (Div re-invest): —
Fund code: 101824
First price on record: 3 Apr 2006 · 5,025 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.