|Min SIP Amount||₹500|
|NAV||₹44.53 (07 Aug 2020)|
|Fund Started||01 Jan 2013|
|Fund Size||₹1,494 Cr|
|Reliance Industries Ltd.||Energy||Equity||11.8%|
|HDFC Bank Ltd.||Financial||Equity||8.7%|
|ICICI Bank Ltd.||Financial||Equity||6.7%|
|PI Industries Ltd.||Chemicals||Equity||5.9%|
|Varun Beverages Ltd.||FMCG||Equity||5.2%|
|Gujarat State Petronet Ltd.||Energy||Equity||4.9%|
|Syngene International Ltd.||Healthcare||Equity||3.7%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.5%|
|Sundram Fasteners Ltd.||Engineering||Equity||3.5%|
|State Bank of India||Financial||Equity||3.5%|
Tata Large & Mid Cap Fund Direct Plan Dividend is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rupesh Patel is the Current Fund Manager of Tata Large & Mid Cap Fund Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,494 Cr and the Latest NAV as of 07 Aug 2020 is ₹44.53.
The Tata Large & Mid Cap Fund Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
To provide Income distribution and long term capital gain while at all times emphasizing the importance of capital appreciation.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.