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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

Returns and rankings

Category: 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
FinancialEquity7.8%
EnergyEquity7.2%
FinancialEquity6.3%
State Bank of India
FinancialEquity5.2%
FMCGEquity4.9%
EngineeringEquity4.2%
EnergyEquity4.0%
TechnologyEquity3.7%
CommunicationEquity3.6%
ChemicalsEquity2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.06%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Meeta Shetty
Nov 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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