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Scheme code Clear all
Tata Large & Mid Cap Fund - Direct Plan - Growth Option
categoryLarge & Mid Cap Fund
benchmarkNIFTY LARGEMIDCAP 250
history from2013-01-02
rating (overall)โ˜…โ˜…โ˜†โ˜†โ˜†
3y / 5y / 10y stars1 / 1 / 2
return 1Y-7.09%
return 3Y7.10%
return 5Y8.56%
return 10Y12.60%
vs benchmark 1Y-5.47%
vs benchmark 3Y-4.79%
vs benchmark 5Y-2.28%
3y volatility 16.42%
3y worst fall -21.72%
3y Sharpe 0.06
3y Sortino 0.09
3y alpha -
3y beta -
3y information ratio -
3y up / down capture-
3y risk-adj. rank in category100th of 26

Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.