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Tata Large & Mid Cap Fund Regular Growth

Equity
Large & MidCap
Very High Risk
60.74%
1Y return
+1.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹331.66
Min. SIP amountNA
Rating4star
Fund size₹2,635.78 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns60.7%20.6%14.7%13.1%
Category average59.0%15.2%14.8%NA
Rank with in category27311NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity7.8%
EnergyEquity7.2%
FinancialEquity6.3%
State Bank of India
FinancialEquity5.2%
FMCGEquity4.9%
EngineeringEquity4.2%
EnergyEquity4.0%
TechnologyEquity3.7%
CommunicationEquity3.6%
ChemicalsEquity2.7%
See All

Pros and cons

info
Category: Equity Large & MidCap
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Pros

Age is more than 10 years
3Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 2.13%
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.32%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Meeta Shetty
Nov 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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