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Tata Large & Mid Cap Fund Direct Plan Growth
+6.09%
3Y annualised
-1.28% 1D
NAV: 30 Oct '26
₹521.99
Min. for SIP
₹100
Fund size (AUM)
₹7,254.11 Cr
Expense ratio
0.78%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,428 | -5.95% | |
| 3 years | ₹1,80,000 | ₹1,70,436 | -5.31% | |
| 5 years | ₹3,00,000 | ₹3,34,224 | +11.41% | |
| 10 years | ₹6,00,000 | ₹10,55,160 | +75.86% |
Holdings (53)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.40% |
| State Bank of India | Financial | Equity | 5.56% |
| IDFC First Bank Ltd | Financial | Equity | 5.42% |
| ICICI Bank Ltd | Financial | Equity | 4.19% |
| Varun Beverages Ltd | Consumer Staples | Equity | 4.17% |
| Bharti Airtel Ltd | Technology | Equity | 4.06% |
| Godrej Properties Ltd | Real Estate | Equity | 3.82% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.76% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 3.67% |
| Tega Industries Ltd | Industrials | Equity | 3.48% |
| PI Industries Ltd | Materials | Equity | 3.37% |
| Repo | Unspecified | Repo | 3.36% |
| Wockhardt Ltd | Healthcare | Equity | 2.86% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.75% |
| Godrej Industries Ltd | Diversified | Equity | 2.50% |
| Tata Communications Ltd | Technology | Equity | 2.17% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.06% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.88% |
| ACC Ltd | Materials | Equity | 1.86% |
| The Ramco Cements Ltd | Materials | Equity | 1.86% |
| Elantas Beck India Ltd | Materials | Equity | 1.80% |
| Sudarshan Chemical Industries Ltd | Materials | Equity | 1.79% |
| United Breweries Ltd | Consumer Staples | Equity | 1.69% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 1.66% |
| Abbott India Ltd | Healthcare | Equity | 1.51% |
| LIC Housing Finance Ltd | Financial | Equity | 1.41% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.41% |
| BASF India Ltd | Materials | Equity | 1.25% |
| Quess Corp Ltd | Industrials | Equity | 1.10% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.06% |
| Network People Services Technologies Ltd | Technology | Equity | 1.05% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.93% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.90% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.90% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.89% |
| Ultratech Cement Ltd | Materials | Equity | 0.85% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.83% |
| ITC Ltd | Consumer Staples | Equity | 0.83% |
| PB Fintech Ltd | Financial | Equity | 0.81% |
| Akzo Nobel India Ltd | Materials | Equity | 0.77% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.73% |
| NHPC Ltd | Energy & Utilities | Equity | 0.68% |
| Infosys Ltd | Technology | Equity | 0.63% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.52% |
| National Stock Exchange Of India Ltd Equity | Financial | Equity | 0.52% |
| Bluspring Enterprises Ltd | Industrials | Equity | 0.46% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.45% |
| Patanjali Foods Ltd | Consumer Staples | Equity | 0.44% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.35% |
| Digitide Solutions Ltd | Industrials | Equity | 0.24% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.20% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.09% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.05% |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.1% | +8.1% | +11.7% | +13.7% |
| Category average (Equity Large & MidCap) | +12.2% | +10.7% | +13.7% | +15.2% |
| Rank (Equity Large & MidCap) | 27 | 24 | 16 | -- |
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
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.79% | +21.27% | 12,177.86 | |
 | +1.69% | +21.25% | 19,832.31 | |
 | -3.71% | +16.88% | 20,650.23 | |
 | -7.06% | +13.69% | 7,410.61 | |
 | -9.06% | +13.46% | 31,628.20 | |
| Compare | ||||
Fund management
About Tata Large & Mid Cap Fund Direct Plan Growth
Tata Large & Mid Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Kapil Malhotra is the Current Fund Manager of Tata Large & Mid Cap Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,24,588 Cr and the Latest NAV as of 30 Oct 2026 is ₹521.99.
The Tata Large & Mid Cap Fund Direct Plan Growth 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₹2,24,588.36 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,