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BSE - Delayed Quote INR

Tata Large & Mid Cap Fund (0P00005WGY.BO)

504.93
-0.82
(-0.16%)
At close: April 30 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -1.78%
5y Average Return 23.01%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (Apr 29, 2025) 48.54%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 48.54%
Worst 3Y Total Return 3.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WGY.BO
Category
YTD
-4.28%
0.00%
1-Month
8.04%
0.00%
3-Month
-4.28%
0.00%
1-Year
6.22%
0.00%
3-Year
15.52%
0.00%
5-Year
25.25%
0.00%
10-Year
12.48%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WGY.BO
Category
2025
--
--
2024
15.53%
--
2023
22.88%
--
2022
11.21%
--
2021
28.53%
--
2020
15.49%
--
2019
13.87%
--
2018
-5.32%
--

2017
31.94%
--
2016
1.53%
--
2015
6.57%
--
2014
48.54%
--
2013
8.69%
--
2012
33.72%
--
2011
-23.03%
--
2010
9.81%
--
2009
95.12%
--
2008
-60.91%
--
2007
76.36%
--
2006
37.95%
--
2005
51.17%
--
2004
29.86%
--
2003
165.09%
--
2002
17.95%
--
2001
-29.80%
--
2000
-0.10%
--
1999
70.68%
--
1998
-1.72%
--
1997
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.28% -- -- --
2024 4.11% 12.15% 6.92% -7.46%
2023 -4.32% 12.69% 5.20% 8.33%
2022 -1.97% -5.19% 14.09% 4.87%
2021 10.69% 7.23% 9.38% -1.00%
2020 -27.23% 19.72% 10.10% 20.39%
2019 4.74% 4.82% -1.27% 5.06%
2018 -7.36% -1.12% -1.18% 4.60%
2017 11.53% 5.15% 2.01% 10.28%
2016 -5.41% 7.81% 7.21% -7.13%

2015 6.55% -2.82% -0.35% 3.28%
2014 6.21% 18.37% 7.85% 9.56%
2013 -4.42% 2.67% 0.63% 10.07%
2012 19.01% -0.47% 8.29% 4.24%
2011 -7.46% 0.18% -8.34% -9.42%
2010 1.87% 0.35% 9.90% -2.26%
2009 -3.79% 46.06% 27.04% 9.30%
2008 -30.44% -13.35% -10.31% -27.71%
2007 -4.75% 20.50% 13.17% 35.77%
2006 27.54% -15.41% 12.68% 13.47%
2005 1.57% 8.31% 27.25% 7.99%
2004 -1.82% -11.16% 21.94% 22.09%
2003 -6.81% 45.52% 31.13% 49.07%
2002 15.61% 1.31% -10.81% 12.92%
2001 -4.09% -9.39% -12.49% -7.69%
2000 9.30% -12.91% -6.12% 11.78%
1999 6.46% -3.44% 33.96% 23.95%
1998 4.12% -8.24% 3.59% -0.69%
1997 2.83% -5.18% -0.51% --

Rank in Category (By Total Return)

YTD 12
1-Month 29
3-Month 12
1-Year 78
3-Year 51
5-Year 80

Load Adjusted Returns

1-Year 6.22%
3-Year 15.52%
5-Year 25.25%
10-Year 12.48%

Performance & Risk

YTD Return -1.78%
5y Average Return 23.01%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tata Asset Management Limited
Net Assets 5.75B
YTD Return -4.28%
Yield 0.00%
Morningstar Rating
Inception Date Feb 25, 1993

Fund Summary

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