Fundalysisby DARKHORSESTOCKS

Scheme

Tata Large Mid Cap Fund

Holds 51 companies worth ₹6,945 Cr in Sept 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹7,254 CrTata Large Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.5% on Aug 2026, ₹7,679 Cr.

  • Largest holding

    HDFC BankHDFC Bank is 8.4% of this scheme's NAV.

  • Fund manager

    Chandraprakash PadiyarRuns it since 3 Sept 2018, as the fund house dates it. With Kapil Malhotra (co-manager).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20267,254−5.5%
Aug 20267,679−2.8%
Jul 20267,901+0.2%
Jun 20267,887+1.3%
May 20267,789−0.2%
Apr 20267,802+10.8%
Mar 20267,043−13.5%
Feb 20268,144+0.2%
Jan 20268,124−6.4%
Dec 20258,683−0.8%
Nov 20258,754−0.9%
Oct 20258,829+3.7%
AUM at month end, Sept 2026
₹7,254 Cr
−17.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202611.80%−0.09 pt
Jun 202611.89%−0.08 pt
Mar 202611.97%−0.25 pt
Dec 202512.22%−0.21 pt
Direct plans' share of AUM, Sept 2026
11.80%
−0.42 pt since Dec 2025
Fig. 2.Tata Large Mid Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty LargeMidcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.45%−5.53%––−5.05%
3 months *
−6.35%−6.60%––−3.84%
6 months *
+0.77%+0.23%––+3.17%
1 year
−9.10%−10.08%−3.78%−5.32 pt−0.01%
3 years
+5.78%+4.62%+10.91%−5.13 pt+12.36%
5 years
+8.05%+6.87%+10.15%−2.10 pt+10.60%
10 years
+11.85%+10.67%+13.82%−1.97 pt+13.93%
Since launch
+13.92%+19.13%+14.73%−0.80 pt+15.36%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty LargeMidcap 250 TRI. * From NAVs. Source: AMFI.