Tata Large & Mid Cap Fund Regular IDCW

Equity
Large & MidCap
Very High Risk
Payout
17.54%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Dec 2024₹82.96
Min. SIP amountNot Supported
Rating3
Fund size₹8,677.04Cr

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 returns17.9%17.5%18.7%13.2%
Category average25.6%18.7%21.2%NA
Rank with in category221620NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity9.62%
Consumer StaplesEquity5.05%
FinancialEquity4.37%
EnergyEquity4.03%
FinancialEquity3.97%
ChemicalsEquity3.65%
FinancialEquity3.34%
CommunicationEquity3.07%
HealthcareEquity3.00%
FinancialEquity2.65%
Capital GoodsEquity2.63%
FinancialEquity2.52%
Consumer StaplesEquity2.43%
ServicesEquity2.06%
FinancialEquity2.01%
Capital GoodsEquity2.01%
AutomobileEquity1.98%
ChemicalsEquity1.90%
CommunicationEquity1.89%
FinancialEquity1.78%
HealthcareEquity1.72%
FinancialEquity1.68%
ConstructionEquity1.61%
TechnologyEquity1.61%
ConstructionEquity1.53%
FinancialEquity1.51%
ChemicalsEquity1.51%
Metals & MiningEquity1.45%
ConstructionEquity1.34%
Consumer StaplesEquity1.32%
EnergyEquity1.17%
AutomobileEquity1.15%
TechnologyEquity1.11%
ServicesEquity1.07%
HealthcareEquity1.04%
ServicesEquity1.03%
ConstructionEquity1.00%
Capital GoodsEquity0.99%
EnergyEquity0.83%
ChemicalsEquity0.81%
ConstructionEquity0.75%
TechnologyEquity0.70%
Consumer StaplesEquity0.64%
FinancialEquity0.61%
AutomobileEquity0.55%
HealthcareEquity0.43%
NA
NAEquity0.36%
HealthcareEquity0.36%
Consumer StaplesEquity0.34%
HealthcareEquity0.20%
CommunicationPPE0.15%
See All

Expense ratio, exit load and tax

Expense ratio: 1.76%

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

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%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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