How to Invest in Tata Large & Mid Cap Fund Regular IDCW?

You can easily invest in Tata Large & Mid Cap Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Large & Mid Cap Fund Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Large & Mid Cap Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Large & Mid Cap Fund Regular IDCW provide?

The Tata Large & Mid Cap Fund Regular IDCW has been there from 31 Mar 1993 and the average annual returns provided by this fund is 14.77% since its inception.

How much expense ratio is charged by Tata Large & Mid Cap Fund Regular IDCW?

The term Expense Ratio used for Tata Large & Mid Cap Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Large & Mid Cap Fund Regular IDCW is 1.87% as of 24 Sep 2023...

What is the AUM of Tata Large & Mid Cap Fund Regular IDCW?

The AUM, short for Assets Under Management of Tata Large & Mid Cap Fund Regular IDCW is ₹5,125.34Cr as of 24 Sep 2023.

How to Redeem Tata Large & Mid Cap Fund Regular IDCW?

If you want to sell your Tata Large & Mid Cap Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Large & Mid Cap Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Tata Large & Mid Cap Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Large & Mid Cap Fund Regular IDCW?

The NAV of Tata Large & Mid Cap Fund Regular IDCW is ₹65.73 as of 22 Sep 2023.

What is the PE and PB ratio of Tata Large & Mid Cap Fund Regular IDCW?

The PE ratio ratio of Tata Large & Mid Cap Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Large & Mid Cap Fund Regular IDCW - NAV, Mutual Fund Performance & Portfolio

Tata Large & Mid Cap Fund Regular IDCW
Equity
Large & MidCap
Very High Risk
Payout
25.12%
3Y annualised
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Sep 2023₹65.73
Min. SIP amountNot Supported
Rating4
Fund size₹5,125.34Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.8%25.1%16.6%12.9%
Category average15.5%25.4%14.5%NA
Rank with in category14123NA
Understand terms
Holdings (47)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity7.2%
Varun Beverages Ltd.
Consumer StaplesEquity5.2%
Reliance Industries Ltd.
EnergyEquity4.9%
IDFC First Bank Ltd.
FinancialEquity4.9%
ICICI Bank Ltd.
FinancialEquity4.8%
State Bank of India
FinancialEquity4.4%
Sundram Fasteners Ltd.
Capital GoodsEquity3.6%
Bharti Airtel Ltd.
CommunicationEquity2.6%
HDFC Asset Management Company Ltd.
FinancialEquity2.6%
Aditya Birla Fashion and Retail Ltd.
ServicesEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2023 - Present
1.87%
31 Jul 2023 - 31 Aug 2023
1.88%
30 Jun 2023 - 31 Jul 2023
1.89%
31 May 2023 - 30 Jun 2023
1.90%
30 Apr 2023 - 31 May 2023
1.92%
31 Mar 2023 - 30 Apr 2023
1.93%
28 Feb 2023 - 31 Mar 2023
2.23%
31 Jan 2023 - 28 Feb 2023
2.01%
31 Dec 2022 - 31 Jan 2023
2.08%
31 Dec 2022 - 31 Dec 2022
2.08%
30 Nov 2022 - 31 Dec 2022
2.07%
30 Nov 2022 - 30 Nov 2022
2.07%
30 Nov 2022 - 30 Nov 2022
2.07%
31 Oct 2022 - 30 Nov 2022
2.08%
31 Oct 2022 - 31 Oct 2022
2.08%
31 Oct 2022 - 31 Oct 2022
2.08%
31 Oct 2022 - 31 Oct 2022
2.08%
31 Oct 2022 - 31 Oct 2022
2.08%
30 Sep 2022 - 31 Oct 2022
2.08%
30 Sep 2022 - 30 Sep 2022
2.08%
30 Sep 2022 - 30 Sep 2022
2.08%
31 Aug 2022 - 30 Sep 2022
2.08%
31 Aug 2022 - 31 Aug 2022
2.08%
31 Jul 2022 - 31 Aug 2022
2.10%
31 Jul 2022 - 31 Jul 2022
2.10%
30 Jun 2022 - 31 Jul 2022
2.12%
30 Jun 2022 - 30 Jun 2022
2.12%
31 May 2022 - 30 Jun 2022
2.10%
31 May 2022 - 31 May 2022
2.10%
30 Apr 2022 - 31 May 2022
2.09%
30 Apr 2022 - 30 Apr 2022
2.09%
31 Mar 2022 - 30 Apr 2022
2.12%
31 Mar 2022 - 31 Mar 2022
2.12%
28 Feb 2022 - 31 Mar 2022
2.13%
28 Feb 2022 - 28 Feb 2022
2.13%
31 Jan 2022 - 28 Feb 2022
2.11%
31 Dec 2021 - 31 Jan 2022
2.11%
30 Nov 2021 - 31 Dec 2021
2.32%
31 Oct 2021 - 30 Nov 2021
2.12%
30 Sep 2021 - 31 Oct 2021
2.13%
31 Aug 2021 - 30 Sep 2021
2.32%
31 Jul 2021 - 31 Aug 2021
2.13%
30 Jun 2021 - 31 Jul 2021
2.13%
31 May 2021 - 30 Jun 2021
2.14%
30 Apr 2021 - 31 May 2021
2.17%
31 Mar 2021 - 30 Apr 2021
2.21%
28 Feb 2021 - 31 Mar 2021
2.16%
31 Jan 2021 - 28 Feb 2021
2.19%
31 Dec 2020 - 31 Jan 2021
2.18%
30 Nov 2020 - 31 Dec 2020
2.17%
31 Oct 2020 - 30 Nov 2020
2.19%
30 Sep 2020 - 31 Oct 2020
2.25%
31 Aug 2020 - 30 Sep 2020
2.20%
31 Jul 2020 - 31 Aug 2020
2.20%
30 Jun 2020 - 31 Jul 2020
2.17%
31 May 2020 - 30 Jun 2020
2.23%
30 Apr 2020 - 31 May 2020
2.22%
31 Mar 2020 - 30 Apr 2020
2.98%
29 Feb 2020 - 31 Mar 2020
2.24%
31 Jan 2020 - 29 Feb 2020
2.23%
31 Dec 2019 - 31 Jan 2020
2.07%
30 Nov 2019 - 31 Dec 2019
2.23%
31 Oct 2019 - 30 Nov 2019
2.25%
30 Sep 2019 - 31 Oct 2019
2.16%
31 Aug 2019 - 30 Sep 2019
2.19%
31 Jul 2019 - 31 Aug 2019
2.17%
30 Jun 2019 - 31 Jul 2019
2.16%
31 May 2019 - 30 Jun 2019
2.32%
30 Apr 2019 - 31 May 2019
1.73%
31 Mar 2019 - 30 Apr 2019
2.25%
28 Feb 2019 - 31 Mar 2019
2.20%
31 Jan 2019 - 28 Feb 2019
2.15%
31 Dec 2018 - 31 Jan 2019
2.20%
30 Nov 2018 - 31 Dec 2018
2.26%
31 Oct 2018 - 30 Nov 2018
2.26%
30 Sep 2018 - 31 Oct 2018
2.17%
31 Aug 2018 - 30 Sep 2018
2.27%
31 Jul 2018 - 31 Aug 2018
1.95%
30 Jun 2018 - 31 Jul 2018
2.29%
31 May 2018 - 30 Jun 2018
2.50%
30 Apr 2018 - 31 May 2018
2.50%
31 Mar 2018 - 30 Apr 2018
2.67%
28 Feb 2018 - 31 Mar 2018
0.98%
31 Jan 2018 - 28 Feb 2018
2.36%
31 Dec 2017 - 31 Jan 2018
2.37%
30 Nov 2017 - 31 Dec 2017
2.37%
31 Oct 2017 - 30 Nov 2017
2.38%
Expense ratio, exit load and taxExpense ratio: 1.87%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementChandraprakash 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
Tata Hybrid Equity Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Hybrid Equity Fund Regular IDCW Monthly
Tata Hybrid Equity Fund Direct Plan Growth
Tata Hybrid Equity Fund Direct Plan IDCW Monthly
Tata Hybrid Equity Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Regular Growth
Tata Small Cap Fund Direct IDCW
Tata Small Cap Fund Regular IDCW
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
Tata Large & Mid Cap Fund Regular IDCW
Tata Large & Mid Cap Fund Regular Growth
Tata Large & Mid Cap Fund Direct Plan IDCW
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct IDCW
Tata India Pharma & HealthCare Fund Regular IDCW
Tata India Pharma & HealthCare Fund Direct Growth
Tata India Pharma & HealthCare Fund Regular Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Nifty India Digital ETF Growth
Tata Nifty India Digital ETF FoF Direct IDCW
Tata Nifty India Digital ETF FoF Regular IDCW
Tata Nifty India Digital ETF FoF Direct Growth
Tata Nifty India Digital ETF FoF Regular Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,30,663.95Cr
Date of Incorporation30 Jun 1995
 Tata Large & Mid Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel is the Current Fund Manager of Tata Large & Mid Cap Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,30,664 Cr and the Latest NAV as of 22 Sep 2023 is ₹65.73.
The Tata Large & Mid Cap Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to ₹150. For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Large & Mid Cap Fund Regular IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	14.8%	25.1%	16.6%	12.9%
Category average	15.5%	25.4%	14.5%	NA
Rank with in category	14	12	3	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	7.2%
Varun Beverages Ltd.	Consumer Staples	Equity	5.2%
Reliance Industries Ltd.	Energy	Equity	4.9%
IDFC First Bank Ltd.	Financial	Equity	4.9%
ICICI Bank Ltd.	Financial	Equity	4.8%
State Bank of India	Financial	Equity	4.4%
Sundram Fasteners Ltd.	Capital Goods	Equity	3.6%
Bharti Airtel Ltd.	Communication	Equity	2.6%
HDFC Asset Management Company Ltd.	Financial	Equity	2.6%
Aditya Birla Fashion and Retail Ltd.	Services	Equity	2.6%

Rank (total assets)	#14 in India
Total AUM	₹1,30,663.95Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY Large Midcap 250 Total Return Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	4
Fund size	₹5,125.34Cr

Tata Large & Mid Cap Fund Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (47)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.87%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Chandraprakash PadiyarSep 2018 - PresentView details

Meeta ShettyNov 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Chandraprakash Padiyar
Sep 2018 - Present
View details

Meeta Shetty
Nov 2019 - Present
View details