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Tata Large & Mid Cap Fund Direct Plan Growth

Equity
Large & MidCap
Very High Risk
13.40%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jun 2022₹333.77
Min. SIP amount₹150
Rating3
Fund size₹2,870.47Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.8%13.4%11.9%14.9%
Category average59.0%15.2%14.8%NA
Rank with in category11168NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.9%
Reliance Industries Ltd.EnergyEquity7.2%
State Bank of IndiaFinancialEquity5.4%
HDFC Bank Ltd.FinancialEquity5.0%
Varun Beverages Ltd.Consumer StaplesEquity4.9%
Tata Consultancy Services Ltd.TechnologyEquity3.9%
Sundram Fasteners Ltd.Capital GoodsEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.7%
Tube Investments Of India Ltd.AutomobileEquity3.3%
Aditya Birla Fashion and Retail Ltd.ServicesEquity2.9%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Lower expense ratio: 0.94%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.94%

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₹150

Fund management

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
Website
NA
Amc Image
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Tata Large & Mid Cap Fund Direct Plan Growth?

You can easily invest in Tata Large & Mid Cap Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Tata Large & Mid Cap Fund Direct Plan Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Tata Large & Mid Cap Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Large & Mid Cap Fund Direct Plan Growth provide?

The Tata Large & Mid Cap Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 1.78% since its inception.

How much expense ratio is charged by Tata Large & Mid Cap Fund Direct Plan Growth?

The term Expense Ratio used for Tata Large & Mid Cap Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Tata Large & Mid Cap Fund Direct Plan Growth is 0.94% as of 01 Jul 2022...

What is the AUM of Tata Large & Mid Cap Fund Direct Plan Growth?

The AUM, short for Assets Under Management of Tata Large & Mid Cap Fund Direct Plan Growth is ₹2,870.47Cr as of 01 Jul 2022.

How to Redeem Tata Large & Mid Cap Fund Direct Plan Growth?

If you want to sell your Tata Large & Mid Cap Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Large & Mid Cap Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of Tata Large & Mid Cap Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of Tata Large & Mid Cap Fund Direct Plan Growth?

The NAV of Tata Large & Mid Cap Fund Direct Plan Growth is ₹333.77 as of 30 Jun 2022.

What is the PE and PB ratio of Tata Large & Mid Cap Fund Direct Plan Growth?

The PE ratio ratio of Tata Large & Mid Cap Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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