Tata Large & Mid Cap Fund Direct Plan Growth

Equity
Large & MidCap
Very High Risk
16.18%
3Y annualised
-1.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹384.95
Min. SIP amount₹150
Rating4
Fund size₹3,705.00Cr

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 returns8.9%16.2%11.7%15.6%
Category average0.4%14.8%8.7%NA
Rank with in category3146NA
Understand terms

Holdings (43)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.5%
Reliance Industries Ltd.EnergyEquity5.3%
State Bank of IndiaFinancialEquity5.3%
Varun Beverages Ltd.Consumer StaplesEquity5.2%
HDFC Bank Ltd.FinancialEquity4.8%
IDFC First Bank Ltd.FinancialEquity4.1%
Sundram Fasteners Ltd.Capital GoodsEquity3.8%
Aditya Birla Fashion and Retail Ltd.ServicesEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.2%
Tata Consultancy Services Ltd.TechnologyEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.88%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption 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₹150

Fund management

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
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,

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