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Tata Large & Mid Cap Fund Direct Plan IDCW
+8.85%
3Y annualised
0.00% 1D
NAV: 31 Mar '26
₹97.40
Min. for SIP
₹100
Fund size (AUM)
₹8,143.28 Cr
Expense ratio
0.70%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹52,226 | -12.96% | |
| 3 years | ₹1,80,000 | ₹1,69,543 | -5.81% | |
| 5 years | ₹3,00,000 | ₹3,35,813 | +11.94% | |
| 10 years | ₹6,00,000 | ₹10,67,398 | +77.90% |
Holdings (53)
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Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.8% | +10.3% | +12.9% | +13.9% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 34 | 24 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund Direct IDCW | +1.94% | +21.25% | 14,780.40 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan IDCW | +0.14% | +18.40% | 28,505.90 | |
DSP Large & Mid Cap Fund Direct Plan IDCW | -2.76% | +17.82% | 17,652.61 | |
Nippon India Vision Large & Mid Cap Direct IDCW | -2.16% | +17.59% | 6,962.81 | |
Motilal Oswal Large and Midcap Fund Direct IDCW | -- | -- | 15,017.31 | |
| Compare | ||||
Fund management
CPChandraprakash PadiyarSep 2018 - PresentView details
CP
Chandraprakash Padiyar
Sep 2018 - Present
View details
KMKapil MalhotraJul 2025 - PresentView details
KM
Kapil Malhotra
Jul 2025 - Present
View details
About Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Chandraprakash Padiyar is the Current Fund Manager of Tata Large & Mid Cap Fund Direct Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,819 Cr and the Latest NAV as of 31 Mar 2026 is ₹97.40.
The Tata Large & Mid Cap Fund Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,32,819.21 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,