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Tata Large & Mid Cap Fund Direct Plan Growth
+8.22%
3Y annualised
-0.70% 1D
NAV: 31 Aug '26
₹572.35
Min. for SIP
₹100
Fund size (AUM)
₹7,900.58 Cr
Expense ratio
0.77%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,942 | -0.10% | |
| 3 years | ₹1,80,000 | ₹1,85,880 | +3.27% | |
| 5 years | ₹3,00,000 | ₹3,66,372 | +22.12% | |
| 10 years | ₹6,00,000 | ₹11,62,185 | +93.70% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 8.14% |
| State Bank of India | Financial | Equity | 5.46% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 5.36% |
| IDFC First Bank Ltd | Financial | Equity | 5.17% |
| Godrej Properties Ltd | Real Estate | Equity | 4.53% |
| Bharti Airtel Ltd | Technology | Equity | 4.19% |
| ICICI Bank Ltd | Financial | Equity | 4.18% |
| Varun Beverages Ltd | Consumer Staples | Equity | 3.92% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 3.84% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.81% |
| PI Industries Ltd | Materials | Equity | 3.69% |
| Godrej Industries Ltd | Diversified | Equity | 2.91% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.88% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.49% |
| Wockhardt Ltd | Healthcare | Equity | 2.43% |
| Tega Industries Ltd | Industrials | Equity | 2.26% |
| Tata Communications Ltd | Technology | Equity | 2.11% |
| ACC Ltd | Materials | Equity | 1.92% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 1.91% |
| United Breweries Ltd | Consumer Staples | Equity | 1.90% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.81% |
| The Ramco Cements Ltd | Materials | Equity | 1.64% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.44% |
| Sudarshan Chemical Industries Ltd | Materials | Equity | 1.39% |
| LIC Housing Finance Ltd | Financial | Equity | 1.28% |
| Sundram Fasteners Ltd | Industrials | Equity | 1.24% |
| BASF India Ltd | Materials | Equity | 1.21% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.19% |
| Elantas Beck India Ltd | Materials | Equity | 1.12% |
| PB Fintech Ltd | Financial | Equity | 1.12% |
| Abbott India Ltd | Healthcare | Equity | 1.11% |
| Quess Corp Ltd | Industrials | Equity | 1.00% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.94% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 0.90% |
| Ultratech Cement Ltd | Materials | Equity | 0.84% |
| Network People Services Technologies Ltd | Technology | Equity | 0.83% |
| ITC Ltd | Consumer Staples | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.75% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.72% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.71% |
| NHPC Ltd | Energy & Utilities | Equity | 0.70% |
| Akzo Nobel India Ltd | Materials | Equity | 0.68% |
| Infosys Ltd | Technology | Equity | 0.66% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.46% |
| Patanjali Foods Ltd | Consumer Staples | Equity | 0.40% |
| Bluspring Enterprises Ltd | Industrials | Equity | 0.35% |
| Digitide Solutions Ltd | Industrials | Equity | 0.31% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.28% |
| Repo | Unspecified | Repo | 0.08% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.06% |
| ITC Hotels Ltd | Consumer Discretionary | 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 | +8.2% | +10.1% | +12.7% | +14.6% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 27 | 25 | 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) | |
|---|---|---|---|---|
 | +17.93% | +24.02% | 18,444.81 | |
 | +10.21% | +19.75% | 19,777.42 | |
 | +8.90% | +17.95% | 32,706.25 | |
 | +7.36% | +16.72% | 7,704.57 | |
 | +8.03% | +14.21% | 42,325.05 | |
| 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 ₹2,31,572 Cr and the Latest NAV as of 31 Aug 2026 is ₹572.35.
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₹2,31,572.01 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,