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Tata Large & Mid Cap mutual fund review: Risk-return profile is among the best in category
Its portfolio size cut from 50-60 to 35 now is an outcome of this realignment.
Synopsis
Earlier known as Tata Equity Opportunities, the fund morphed from a large-cap biased fund to a large & mid-cap fund in 2018. This transition coincided with a broader reshaping of investing philosophy at the fund house and a change of guard.
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
How the fund has performed
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Where the fund invests
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BASIC FACTS
Date of launch: 31 MARCH 1993
Category: Equity
Type: Large & Mid cap
AUM(As on 31 May 2021): Rs 2,301 crore
Benchmark: Nifty Large Midcap 250 Total Return
