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NAV: 10 Sep 2025
₹116.08
Rating
3
Min. SIP amount
₹100
Fund size
₹8,772.86Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (53)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -4.1% | 14.5% | 21.3% | 16.1% |
| Category average | -6.0% | 16.5% | 22.2% | NA |
| Rank with in category | 29 | 32 | 22 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund Direct IDCW | 5 | -0.1% | 24.3% | 9,996.58 |
ICICI Prudential Large & Mid Cap Fund Direct Plan IDCW | 5 | 2.3% | 21.6% | 23,697.82 |
Nippon India Vision Large & Mid Cap Direct IDCW | 4 | 2.4% | 20.5% | 6,173.85 |
SBI Large & Midcap Fund Direct Plan IDCW | 4 | 2.7% | 17.4% | 33,248.12 |
Motilal Oswal Large and Midcap Fund Direct IDCW | 5 | NA | NA | 12,628.20 |
Expense ratio, exit load and tax
Expense ratio: 0.64%
Inclusive of GST
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Kapil MalhotraJul 2025 - PresentView details
Kapil Malhotra
Jul 2025 - Present
View details
Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comPros and cons
Category: Equity Large & MidCap
Pros
Lower expense ratio: 0.64%
1Y and 10Y annualised returns higher than category average
Cons
3Y and 5Y annualised returns lower than category average
Compare funds
Tata Large & Mid Cap Fund Direct Plan IDCW
VS
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