26
Large & Mid CapAvoid
Tata Large & Midcap
Tata · Direct–Growth · rank #32 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-5.6%
-5.8% vs index
3 Years
7.0%
5 Years
9.4%
Since launch
14.5%
Year-by-year performance
2021
+29.9%—
2022
+12.4%—
2023
+24.2%—
2024
+16.8%-1.7% vs index
2025
+3.3%-5.1% vs index
2026
-5.6%-3.7% vs index
Why this score
Tata Large & Midcap scores 26/100 — #32 of 36 Large & Mid Cap fund (Avoid). It stands out for expense ratio and volatility — beating 88% of peers on expense ratio. The main drag is its 3y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return7.04% · 2nd percentile in category
5Y return9.41% · 6th percentile in category
Sharpe ratio0.04 · 11th percentile in category
Alpha-6.87 · 5th percentile in category
Expense ratio0.77% · 88th percentile in category
Volatility14.13 · 83rd percentile in category
Top holdings
1.HDFC Bank Ltd7.94%
2.State Bank of India5.8%
3.IDFC First Bank Ltd5.4%
4.Godrej Properties Ltd4.46%
5.ICICI Bank Ltd4.35%
49 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.