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Home>Mutual Funds>Tata Mutual Fund>Tata Large & Mid Cap Fund Direct Plan IDCW

Tata Large & Mid Cap Fund Direct Plan IDCW

Equity
Large & MidCap
Very High Risk
Payout
19.89%
3Y annualised
-0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Dec 2021₹69.42
Min. SIP amount₹500
Rating3
Fund size₹2,704.90Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns34.4%19.9%17.0%16.7%
Category average59.0%15.2%14.8%NA
Rank with in category281712NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity8.4%
EnergyEquity7.8%
FinancialEquity6.1%
FinancialEquity5.9%
EngineeringEquity4.3%
FMCGEquity4.1%
CommunicationEquity3.7%
EnergyEquity3.2%
TechnologyEquity3.2%
ServicesEquity2.6%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.05%

Cons

1Y annualised returns lower than category average by 17.44%

Expense ratio, exit load and tax

Expense ratio: 1.05%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

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