26
Large & Mid CapAvoid
Tata Large & Midcap
Tata · Direct–Growth · rank #29 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-9.1%
-5.7% vs index
3 Years
5.9%
5 Years
8.1%
Since launch
14.0%
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
-9.5%-4.4% vs index
Why this score
Tata Large & Midcap scores 26/100 — #29 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility and expense ratio — beating 83% of peers on volatility. 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 return5.88% · 2nd percentile in category
5Y return8.08% · 10th percentile in category
Sharpe ratio-0.04 · 11th percentile in category
Alpha-6.50 · 5th percentile in category
Volatility14.30 · 83rd percentile in category
Expense ratio0.78% · 87th percentile in category
Top holdings
1.HDFC Bank Ltd8.4%
2.State Bank of India5.56%
3.IDFC First Bank Ltd5.42%
4.ICICI Bank Ltd4.19%
5.Varun Beverages Ltd4.17%
51 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.