Tata Large & Mid Cap Fund Direct Plan Growth

Equity
Large & MidCap
Very High Risk
20.11%
3Y annualised
+0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Feb 2024₹522.91
Min. SIP amount₹100
Rating3
Fund size₹6,430.72Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns36.0%20.1%21.2%17.2%
Category average42.4%21.1%20.1%NA
Rank with in category211810NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
FinancialEquity7.85%
Consumer StaplesEquity5.48%
EnergyEquity5.10%
FinancialEquity4.08%
FinancialEquity4.08%
FinancialEquity3.54%
ChemicalsEquity3.20%
FinancialEquity2.92%
AutomobileEquity2.89%
CommunicationEquity2.86%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Lower expense ratio: 0.75%
Consistently lower annualised returns than category average for the past 1Y and 3Y
5Y and 10Y annualised returns higher than category average
Higher alpha: 3.62 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.75%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 90 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₹100

Fund management

Chandraprakash Padiyar
Sep 2018 - Present
View details

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

Meeta Shetty
Nov 2019 - Present
View details

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

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
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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