Name: Tata Large & Mid Cap Fund Direct Plan Growth
Brand: Tata Mutual Fund

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Tata Large & Mid Cap Fund Direct Plan Growth
Equity
Large & MidCap
Very High Risk
62.29%
1Y return
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Sep 2021₹362.87
Min. SIP amount₹500
Rating3star
Fund size₹2,635.78 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns62.3%22.3%15.9%17.4%
Category average59.0%15.2%14.8%NA
Rank with in category25410NA
Understand termsinfo
Holdings (39)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.8%
Reliance Industries Ltd.
EnergyEquity7.2%
HDFC Bank Ltd.
FinancialEquity6.3%
State Bank of India
FinancialEquity5.2%
Varun Beverages Ltd.
FMCGEquity4.9%
Sundram Fasteners Ltd.
EngineeringEquity4.2%
Gujarat State Petronet Ltd.
EnergyEquity4.0%
Tata Consultancy Services Ltd.
TechnologyEquity3.7%
Bharti Airtel Ltd.
CommunicationEquity3.6%
PI Industries Ltd.
ChemicalsEquity2.7%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
1.06%
31 Jul 2021 - 31 Aug 2021
1.08%
30 Jun 2021 - 31 Jul 2021
1.09%
31 May 2021 - 30 Jun 2021
1.10%
30 Apr 2021 - 31 May 2021
1.13%
31 Mar 2021 - 30 Apr 2021
1.11%
28 Feb 2021 - 31 Mar 2021
1.10%
31 Jan 2021 - 28 Feb 2021
1.13%
31 Dec 2020 - 31 Jan 2021
1.12%
30 Nov 2020 - 31 Dec 2020
1.11%
31 Oct 2020 - 30 Nov 2020
1.13%
30 Sep 2020 - 31 Oct 2020
1.16%
31 Aug 2020 - 30 Sep 2020
1.13%
31 Jul 2020 - 31 Aug 2020
1.14%
30 Jun 2020 - 31 Jul 2020
1.15%
31 May 2020 - 30 Jun 2020
1.17%
30 Apr 2020 - 31 May 2020
1.17%
31 Mar 2020 - 30 Apr 2020
1.31%
29 Feb 2020 - 31 Mar 2020
1.25%
31 Jan 2020 - 29 Feb 2020
1.24%
31 Dec 2019 - 31 Jan 2020
1.24%
30 Nov 2019 - 31 Dec 2019
1.24%
31 Oct 2019 - 30 Nov 2019
1.25%
30 Sep 2019 - 31 Oct 2019
0.70%
31 Aug 2019 - 30 Sep 2019
0.72%
31 Jul 2019 - 31 Aug 2019
0.70%
30 Jun 2019 - 31 Jul 2019
0.69%
31 May 2019 - 30 Jun 2019
0.70%
30 Apr 2019 - 31 May 2019
0.70%
31 Mar 2019 - 30 Apr 2019
0.86%
28 Feb 2019 - 31 Mar 2019
0.83%
31 Jan 2019 - 28 Feb 2019
0.83%
31 Dec 2018 - 31 Jan 2019
0.83%
30 Nov 2018 - 31 Dec 2018
0.83%
31 Oct 2018 - 30 Nov 2018
0.85%
30 Sep 2018 - 31 Oct 2018
0.85%
31 Aug 2018 - 30 Sep 2018
0.85%
31 Jul 2018 - 31 Aug 2018
0.73%
30 Jun 2018 - 31 Jul 2018
0.85%
31 May 2018 - 30 Jun 2018
0.95%
30 Apr 2018 - 31 May 2018
0.88%
31 Mar 2018 - 30 Apr 2018
0.88%
31 Jan 2018 - 31 Mar 2018
1.03%
31 Dec 2017 - 31 Jan 2018
1.03%
30 Nov 2017 - 31 Dec 2017
1.03%
31 Oct 2017 - 30 Nov 2017
1.03%
Expense ratio, exit load and taxExpense ratio: 1.06%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementChandraprakash Padiyar
Sep 2018 - Present
View details
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Education
Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience
Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
Also manages these schemes
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan IDCW Monthly
Tata Hybrid Equity Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Regular Growth
Tata Small Cap Fund Direct IDCW
Tata Small Cap Fund Regular IDCW
Meeta Shetty
Nov 2019 - Present
View details
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Education
Ms. Shetty is Bachelor in Economics and CFA Charterholder
Experience
Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.
Also manages these schemes
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct IDCW
Tata India Pharma & HealthCare Fund Regular IDCW
Tata India Pharma & HealthCare Fund Direct Growth
Tata India Pharma & HealthCare Fund Regular Growth
Fund house & investment objective
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Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM61,612.23 Cr
Date of Incorporation30 Jun 1995
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 
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. Rupesh Patel 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 ₹61,612 Cr and the Latest NAV as of 27 Sep 2021 is ₹362.87.
The Tata Large & Mid Cap Fund Direct Plan Growth is rated Very 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....Read more
Investment Objective
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented lar
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.
...Read more
Fund benchmarkNIFTY Large Midcap 250 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	62.3%	22.3%	15.9%	17.4%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	25	4	10	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.8%
Reliance Industries Ltd.	Energy	Equity	7.2%
HDFC Bank Ltd.	Financial	Equity	6.3%
State Bank of India	Financial	Equity	5.2%
Varun Beverages Ltd.	FMCG	Equity	4.9%
Sundram Fasteners Ltd.	Engineering	Equity	4.2%
Gujarat State Petronet Ltd.	Energy	Equity	4.0%
Tata Consultancy Services Ltd.	Technology	Equity	3.7%
Bharti Airtel Ltd.	Communication	Equity	3.6%
PI Industries Ltd.	Chemicals	Equity	2.7%

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

Rating	3
Fund size	₹2,635.78 Cr

Rank (total assets)	#14 in India
Total AUM	61,612.23 Cr