Tata Large & Mid Cap Fund

Review Date: 12-02-2026

Beginning of Analysis

Tata Large & Mid Cap Fund is the 24th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 1 star rating shows a very poor past performance of the Tata Large & Mid Cap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of -4.17% which is lower than the category average of -0.2%, showing poor performance. The fund has a Sharpe Ratio of 0.55 which is lower than the category average of 0.89.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large & Mid Cap Mutual Funds are ideal for investors seeking a balanced exposure to both large-cap stability and mid-cap growth potential. These funds allocate a minimum of 35% each to large-cap and mid-cap stocks, offering a diversified portfolio with a balanced risk-return profile. While they provide the potential for higher returns through mid-cap stocks, they also carry higher risks due to mid-cap volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to balance large-cap and mid-cap allocations effectively.

Tata Large & Mid Cap Fund Return Analysis

The Tata Large & Mid Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large & Mid Cap Fund peers and the Nifty Large Midcap 250 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large & Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -0.11%, -2.96 and -0.27 in last one, three and six months respectively. In the same period the category average return was 1.65%, -0.29% and 5.29% respectively.
• Tata Large & Mid Cap Fund has given a return of 8.34% in last one year. In the same period the Nifty Large Midcap 250 TRI return was 16.53%. The fund has given 8.19% less return than the benchmark return.
• The fund has given a return of 14.42% in last three years and rank 26th out of 26 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 20.52%. The fund has given 6.1% less return than the benchmark return.
• Tata Large & Mid Cap Fund has given a return of 14.2% in last five years and category average returns is 17.64% in same period. The fund ranked 25th out of 26 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 17.35%. The fund has given 3.15% less return than the benchmark return.
• The fund has given a return of 15.89% in last ten years and ranked 16th out of 19 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 18.01%. The fund has given 2.12% less return than the benchmark return.
• The fund has given a SIP return of 1.61% in last one year whereas category average SIP return is 10.85%. The fund one year return rank in the category is 26th in 28 funds
• The fund has SIP return of 8.13% in last three years and ranks 24th in 25 funds. Invesco India Large & Mid Cap Fund has given the highest SIP return (20.8%) in the category in last three years.
• The fund has SIP return of 11.97% in last five years whereas category average SIP return is 16.27%.

Tata Large & Mid Cap Fund Risk Analysis

• The fund has a standard deviation of 12.53 and semi deviation of 8.92. The category average standard deviation is 13.69 and semi deviation is 10.14.
• The fund has a Value at Risk (VaR) of -15.53 and a maximum drawdown of -18.02. The category average VaR is -18.35 and the maximum drawdown is -18.42. The fund has a beta of 0.86 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Large & Mid Cap Fund Category

Good Performance in Large & Mid Cap Fund Category

Poor Performance in Large & Mid Cap Fund Category

Very Poor Performance in Large & Mid Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization