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Tata Large & Mid Cap Fund Direct Plan Growth
+11.37%
3Y annualised
-0.90% 1D
NAV: 30 Apr '26
₹554.53
Min. for SIP
₹100
Fund size (AUM)
₹7,039.90 Cr
Expense ratio
0.71%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,681 | -3.86% | |
| 3 years | ₹1,80,000 | ₹1,86,452 | +3.58% | |
| 5 years | ₹3,00,000 | ₹3,69,976 | +23.33% | |
| 10 years | ₹6,00,000 | ₹11,76,104 | +96.02% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.94% |
| State Bank of India | Financial | Equity | 5.84% |
| Reliance Industries Ltd. | Energy | Equity | 4.39% |
| Bharti Airtel Ltd. | Communication | Equity | 4.25% |
| PI Industries Ltd. | Chemicals | Equity | 4.09% |
| IDFC First Bank Ltd. | Financial | Equity | 4.03% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 3.97% |
| ICICI Bank Ltd. | Financial | Equity | 3.94% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 3.82% |
| Godrej Properties Ltd. | Construction | Equity | 3.55% |
| Tega Industries Ltd. | Metals & Mining | Equity | 2.83% |
| Bharat Forge Ltd. | Automobile | Equity | 2.46% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.34% |
| United Breweries Ltd. | Consumer Staples | Equity | 2.31% |
| Adani Energy Solutions Ltd. | Energy | Equity | 2.26% |
| Tata Communications Ltd. | Communication | Equity | 2.20% |
| ACC Ltd. | Construction | Equity | 2.00% |
| Thermax Ltd. | Capital Goods | Equity | 1.86% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 1.86% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.81% |
| Wockhardt Ltd. | Healthcare | Equity | 1.63% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 1.55% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.48% |
| The Ramco Cements Ltd. | Construction | Equity | 1.44% |
| Ambuja Cements Ltd. | Construction | Equity | 1.42% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.36% |
| BASF India Ltd. | Chemicals | Equity | 1.20% |
| Abbott India Ltd. | Healthcare | Equity | 1.17% |
| Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.15% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.13% |
| Elantas Beck India Ltd. | Chemicals | Equity | 1.10% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.05% |
| ITC Ltd. | Consumer Staples | Equity | 0.94% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.88% |
| Ultratech Cement Ltd. | Construction | Equity | 0.85% |
| NHPC Ltd. | Energy | Equity | 0.83% |
| Lupin Ltd. | Healthcare | Equity | 0.82% |
| Infosys Ltd. | Technology | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.74% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.73% |
| JSW Dulux Ltd. | Chemicals | Equity | 0.73% |
| Devyani International Ltd. | Services | Equity | 0.70% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.60% |
| Network People Services Technologies Ltd. | Technology | Equity | 0.59% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 0.58% |
| Quess Corp Ltd. | Financial | Equity | 0.57% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 0.48% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 0.47% |
| Digitide Solutions Ltd. | Services | Equity | 0.25% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.23% |
| Bluspring Enterprises Ltd. | Services | Equity | 0.17% |
| ITC Hotels Ltd. | Services | Equity | 0.05% |
See All
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 | +11.4% | +13.1% | +13.9% | +14.7% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 34 | 24 | 15 | -- |
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +16.81% | +27.05% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +11.04% | +24.57% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +5.67% | +20.55% | 27,004.55 | |
Nippon India Vision Large & Mid Cap Direct Growth | +4.46% | +19.99% | 6,299.19 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +2.79% | +19.61% | 15,780.10 | |
| Compare | ||||
Fund management
KMKapil MalhotraJul 2025 - PresentView details
KM
Kapil Malhotra
Jul 2025 - Present
View details
CPChandraprakash PadiyarSep 2018 - PresentView details
CP
Chandraprakash Padiyar
Sep 2018 - Present
View details
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 ₹2,00,515 Cr and the Latest NAV as of 30 Apr 2026 is ₹554.53.
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₹2,00,515.26 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,