Tata Large and Mid Cap Fund Direct Growth

Scheme code: INF277K01MK8 NAV value: ₹ 573.2823 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-1.1544.4623.2730.46
3 year11.7235.3820.7121.66
5 year3.6228.8315.7516.04
7 year8.8218.7515.0315.02
10 year12.4719.0416.5816.29
12 year15.8217.2816.6215.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5923.27
3 year 6.2833.3215.7920.71
5 year 3.5426.0213.515.75
7 year 3.3315.6211.7115.03
10 year 3.4917.2210.616.58
12 year 3.0716.1710.8416.62
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8523.27
3 year 6.5632.1215.8920.71
5 year 3.6726.213.3415.75
7 year 3.815.4211.8915.03
10 year 3.81811.0416.58
12 year 3.6316.8611.2316.62
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1723.27
3 year 7.6833.3717.2920.71
5 year 3.427.6313.815.75
7 year 3.7616.0112.1115.03
10 year 3.5616.9410.9116.58
12 year 3.3116.5411.0416.62
15 year 6.5616.4210.97
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5923.27
3 year -7.7814.624.2220.71

Rolling return for 1 year

- Average return: 23.27% - Median return: 28.1% - Average standard deviation: 4.56

Rolling return for 3 year

- Average return: 20.71% - Median return: 20.02% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 15.75% - Median return: 15.62% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 15.03% - Median return: 15.23% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 16.58% - Median return: 16.85% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 16.62% - Median return: 16.62% - Average standard deviation: 0.42

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,93,94693,9467.83
3 year36,00,00048,09,26712,09,26710.14
5 year60,00,00093,01,81533,01,8159.17
7 year84,00,0001,46,99,83962,99,8398.32
10 year1,20,00,0002,86,15,5761,66,15,5769.08
12 year1,44,00,0003,97,53,9632,53,53,9638.83

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.977.83
3 year 7.3110.14
5 year 7.489.17
7 year 6.398.32
10 year 5.969.08
12 year 6.118.83
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.277.83
3 year 7.4810.14
5 year 7.469.17
7 year 6.418.32
10 year 6.179.08
12 year 6.328.83
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.627.83
3 year 8.2410.14
5 year 7.889.17
7 year 6.628.32
10 year 6.249.08
12 year 6.388.83
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.257.83
3 year 1.1110.14

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,946 - Absolute Returns: ₹93,946 - CAGR: 7.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,09,267 - Absolute Returns: ₹12,09,267 - CAGR: 10.14%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,01,815 - Absolute Returns: ₹33,01,815 - CAGR: 9.17%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,46,99,839 - Absolute Returns: ₹62,99,839 - CAGR: 8.32%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,86,15,576 - Absolute Returns: ₹1,66,15,576 - CAGR: 9.08%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,97,53,963 - Absolute Returns: ₹2,53,53,963 - CAGR: 8.83%