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(Top 100 companies)
(251st onwards
companies)
(Top 101 - 250
companies)
Large & Midcap Fund invests at
least 35% in large caps and at
least another 35% in mid
caps. This means that at
least 70% of your money
is invested in the top 250
companies of India
(Top 100 companies)
(Top 101 - 250 companies)
(251 onwards companies)
Large & Midcap Fund invests at least 35% in large caps and at least another 35% in mid caps. This means that at least 70% of your money is invested in the top 250 companies of India
Established & mature businesses with strong governance practices
Mid-size businesses with fair experience & higher growth potential
Established & mature businesses with strong governance practices
Mid-size businesses with fair experience & higher growth potential
Gives at least 35% exposure to large cap and mid cap stocks each
Focuses on active management of portfolio picked using bottom up approach to stock picking
Aims to invest in fundamentally good stocks over the medium to long term horizon
Seeks long Term Capital Appreciation
Sizeable allocation to top 10 stocks and significant weightages to the rest of the portfolio
Companies having low debt and high potential for growth. Stocks of cyclical sectors with potential for high debt and global commodity companies are avoided
The portfolio is deployed in two broad groups. The first is comprised of relatively safe, good quality stocks that aim provided safety, stability and liquidity to the portfolio. The second group of stocks are those that have the potential to provide earnings surprises
Established track record of more than 28 years
Portfolio is constructed with a bottom up approach and oriented towards Growth at Reasonable Price
The fund manager does not churn the portfolio much and takes a buy and hold approach
Note: Current strategy subject to change from time to time
Investors seeking long-term growth potential with investment horizon of 5 years and above
Investors ready to take higher risk to seek exposure of midcap companies
Investors looking to earn stable returns in the long-term through investment in blue-chip companies
| Scheme Name | TATA LARGE & MID CAP FUND |
| Investment Objective | The investment objective of the Scheme is to provide income distribution and /or medium to long term capital gains while at all times emphasizing the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns. |
| Type of Scheme | Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks |
| Fund Manager | Chandrapraksh Padiyar & Meeta Shetty |
| Benchmark | NIFTY LARGE MIDCAP 250 TRI |
| Min. Investment Amount | Rs. 5,000/- and in multiples of Re. 1/- thereafter |
| Load Structure | Entry Load: N.A Exit Load:
|
This product is suitable for investors who are seeking*:
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully
Investors understand that their principal will be at Very High risk
Corporate Office Address:
Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051
