25
Large & Mid CapAvoid
Tata Large & Midcap
Tata · Direct–Growth · rank #31 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-8.0% vs index
3 Years
7.9%
5 Years
9.8%
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
-5.4%-5.0% vs index
Why this score
Tata Large & Midcap scores 25/100 — #31 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 86% 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 return7.87% · 2nd percentile in category
5Y return9.82% · 6th percentile in category
Sharpe ratio0.08 · 8th percentile in category
Alpha-7.14 · 5th percentile in category
Volatility14.10 · 86th percentile in category
Sortino ratio0.10 · 8th percentile in category
Top holdings
1.HDFC Bank Ltd8.14%
2.State Bank of India5.46%
3.IDFC First Bank Ltd5.17%
4.Godrej Properties Ltd4.53%
5.Bharti Airtel Ltd4.19%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.