{"id":257387,"date":"2026-09-18T15:33:49","date_gmt":"2026-09-18T10:03:49","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T15:33:49","modified_gmt":"2026-09-18T10:03:49","slug":"tata-large-and-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Large &#038; Mid Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-mid-cap-fund-g-direct-plan\">Tata Large &amp; Mid Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b9562.142 as of 17 Sep 2026 and an AUM of \u20b97,679 Cr. Its 1-year, 3-year and 5-year returns are -7.08%, 5.9% and 8.79% respectively, and it sits in the High Risk category.<\/p>\n<p>Our view is that this is a fund for investors who can tolerate sharp swings and are comfortable giving the strategy time to recover. The portfolio is tilted toward banks and other cyclical names, so the experience may differ meaningfully from broad-market behaviour in weaker stretches.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Large_Mid_Cap\" title=\"Should you BUY or HOLD Tata Large &#038; Mid Cap?\">Should you BUY or HOLD Tata Large &#038; Mid Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-and-mid-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9562.142 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b97,679 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.65%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Mid Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Chandraprakash Padiyar, Kapil Malhotra<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Chandraprakash Padiyar and Kapil Malhotra.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-2.74%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-1.87%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-7.08%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>5.9%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>8.79%<\/td>\n<td>5.72%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is softer than the longer view, but it is not materially worse than the benchmark over the same periods. The 1-month and 3-month numbers are still negative, which tells us the fund has continued to face pressure in the near term even after some recovery in earlier stretches. That matters for investors because this is not a smooth compounding profile.<\/p>\n<p>Over 1 year, the fund has been almost flat versus the benchmark, with both ending in negative territory. The 3-year figure is slightly ahead of the benchmark, while the 5-year figure is clearly better than the benchmark. That combination suggests the strategy has still added value over a full market cycle even though the most recent year has not been supportive.<\/p>\n<p>The time pattern also points to uneven compounding rather than steady progress. The 3-year and 5-year paths show several drawdowns and recoveries, which is consistent with a portfolio that leans into higher-beta parts of the market. For a patient investor, that can be acceptable; for someone who wants smoother quarter-to-quarter outcomes, it may feel uncomfortable.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Large_Mid_Cap\"><\/span>Should you BUY or HOLD Tata Large &#038; Mid Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Large &#038; Mid Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-mid-cap-fund-g-direct-plan\">Tata Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>-7.08%<\/td>\n<td>5.9%<\/td>\n<td>8.79%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-and-mid-cap-fund-g-direct-plan\">Quant Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.52%<\/td>\n<td>13.52%<\/td>\n<td>15.17%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-large-and-mid-cap-fund-g-direct-plan\">HSBC Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.21%<\/td>\n<td>16.82%<\/td>\n<td>13.91%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-large-and-mid-cap-fund-g-direct-plan\">Sundaram Large and Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.45%<\/td>\n<td>13.51%<\/td>\n<td>11.52%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-large-and-midcap-fund-g-direct-plan\">Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>6.16%<\/td>\n<td>21.07%<\/td>\n<td>18%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-and-mid-cap-fund-g-direct-plan\">Bank of India Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.73%<\/td>\n<td>12.75%<\/td>\n<td>11.41%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the recent 1-year view, the fund trails the better peer outcomes by a wide margin because the current return is negative while the peer set here is positive. The longer-horizon picture is more balanced: the fund is ahead of some peers on 5-year performance, but it remains below several others on both 3-year and 5-year returns. So the short-term and longer-term peer comparisons tell different stories.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HDFC Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>7.94%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>5.8%<\/td>\n<\/tr>\n<tr>\n<td>IDFC First Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>5.4%<\/td>\n<\/tr>\n<tr>\n<td>Godrej Properties Ltd<\/td>\n<td>Realty<\/td>\n<td>4.46%<\/td>\n<\/tr>\n<tr>\n<td>I) Repo<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.41%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>4.35%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd<\/td>\n<td>Telecom<\/td>\n<td>3.96%<\/td>\n<\/tr>\n<tr>\n<td>SBI Cards and Payment Services Ltd<\/td>\n<td>Finance<\/td>\n<td>3.86%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd<\/td>\n<td>Crude Oil<\/td>\n<td>3.82%<\/td>\n<\/tr>\n<tr>\n<td>Varun Beverages Ltd<\/td>\n<td>FMCG<\/td>\n<td>3.65%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, HDFC Bank Ltd, is 7.94%, which is meaningful but not dominant on its own. The weight then steps down gradually through the next few positions, with the tenth holding still at 3.65%, so the top slice is fairly spread rather than concentrated in one very large bet.<\/p>\n<p>At the same time, the top 10 holdings account for approximately 47.65% of the portfolio, and the fund has 44 disclosed holdings in total. That tells us the portfolio may be concentrated in its leading ideas, but it still leaves room for a broader tail of smaller positions that could affect outcomes over time.<\/p>\n<p>Because banks appear repeatedly among the largest positions, the fund could be more sensitive to movements in that part of the market than a more evenly diversified large-and-mid-cap strategy. The cash and cash-equivalent position also gives some flexibility, but it does not by itself remove the influence of the leading equity holdings.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-mid-cap-fund-g-direct-plan\">Tata Large &amp; Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can accept High Risk and stay invested through periods of weakness. The 1-year return has been negative, but the 3-year and 5-year figures show that the strategy can recover over a longer window, especially when market conditions are more supportive.<\/p>\n<p>It is better aligned with a medium- to long-term horizon rather than short-term money. The main trade-off is that the portfolio may lag in calmer or difficult phases, while still offering the chance of stronger outcomes over a full cycle. The benchmark comparison and the peer set both point to the same conclusion: patience matters more here than near-term consistency.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.50% if units are sold on or before 30 days; nil after 30 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Tata Large &amp; Mid Cap Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b9562.142 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year, 3-year and 5-year returns are -7.08%, 5.9% and 8.79%.<\/p>\n<p><strong>How does it compare with its benchmark?<\/strong><br \/>It is slightly ahead of the benchmark over 3 years and 5 years, while the 1-year return is almost in line with the benchmark\u2019s negative outcome.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>The recent 1-year return trails the better peer outcomes, while the 5-year figure is ahead of some peers and behind others. The 3-year figure is also mixed versus the set shown.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>Yes, the minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what kind of portfolio does it have?<\/strong><br \/>The fund is managed by Chandraprakash Padiyar and Kapil Malhotra. Its largest holdings are led by banks, and the top 10 positions account for about 47.65% of the portfolio.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Large &amp; Mid Cap Fund Direct Growth Plan has a mixed short-term record but a firmer longer-term shape. The 1-year return is weak, yet the 3-year and 5-year figures are better than the benchmark, and the peer comparison shows that the story is not uniformly behind. Its High Risk label and bank-heavy top holdings mean it can move sharply, so it is best viewed as a fund for investors who can hold through uneven stretches and focus on cycle-level outcomes rather than steady monthly gains.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 3:31 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Large & Mid Cap Fund Direct Growth Plan\",\"identifier\":\"tata-large-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":562.142,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"7679 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.65\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-7.08},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":5.9},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":8.79},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Chandraprakash Padiyar, Kapil Malhotra\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Large & Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b9562.142 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year, 3-year and 5-year returns are -7.08%, 5.9% and 8.79%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is slightly ahead of the benchmark over 3 years and 5 years, while the 1-year return is almost in line with the benchmark\u2019s negative outcome.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The recent 1-year return trails the better peer outcomes, while the 5-year figure is ahead of some peers and behind others. The 3-year figure is also mixed versus the set shown.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what kind of portfolio does it have?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Chandraprakash Padiyar and Kapil Malhotra. Its largest holdings are led by banks, and the top 10 positions account for about 47.65% of the portfolio.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Large &#038; Mid Cap Fund Direct Growth Plan has a NAV of \u20b9562.142 as of 17 Sep 2026, AUM of \u20b97,679 Cr, and 1Y\/3Y\/5Y returns of -7.08%, 5.9% and 8.79%.<\/p>\n","protected":false},"author":38,"featured_media":257380,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-257387","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["257380"],"rank_math_title":["Tata Large &amp; Mid Cap Fund NAV, Returns Review"],"rank_math_description":["Tata Large &amp; Mid Cap Fund Direct Growth Plan NAV is \u20b9562.142 as of 17 Sep 2026; 5Y return is 8.79%."],"rank_math_focus_keyword":["Tata Large & Mid Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Large_Mid_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/257387","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=257387"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/257387\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/257380"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=257387"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=257387"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=257387"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}