CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Direct Plan Growth
3Y Annualised
19.93%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.78%
0.01% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹8294.11 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1%. Redemptionafter expiry of 90 days from the date of allotment-NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Large and Midcap Fund Direct Growth
12.67%
2nd
Motilal Oswal Large and Midcap Fund Direct Payout of Income Distribution cum capital wdrl
12.67%
3rd
Motilal Oswal Large and Midcap Fund Direct Reinvestment of Income Distribution cum capital wdrl
12.67%
4th
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
12.57%
5th
Motilal Oswal Large and Midcap Fund Regular Payout of Income Distribution cum capital wdrl
12.57%
184th
Tata Large & Mid Cap Fund Direct Plan Growth
2.78%
Fund Managers
MS
Meeta ShettyFund Manager Since 1 Nov 2019
About Tata Large & Mid Cap Fund Direct Plan Growth
Tata Large & Mid Cap Fund Direct Plan Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Large & Mid Cap Fund Direct Plan Growth has ₹8294.11 Cr worth of assets under management (AUM) as of Sun Jun 01 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Direct Plan Growth as of Fri May 30 2025 is ₹588.041. The fund has an expense ratio of 0.66%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Direct Plan Growth returns for the last 1 year are 8.58%. Since launch, it has delivered 16.46% average annual returns.
The Tata Large & Mid Cap Fund Direct Plan Growth has the majority of its money invested in Financial Services, Energy, Basic Materials, Consumer Defensive, Communication Services, Healthcare sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Direct Plan Growth.
- HDFC Bank Ltd: 10.37%
- Reliance Industries Ltd: 4.74%
- PI Industries Ltd: 4.55%
- ICICI Bank Ltd: 4.36%
- Varun Beverages Ltd: 4.27%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Large & Mid Cap Fund Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Tata Asset Management Limited
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3Y CAGR
18.62%
expense ratio
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fund size
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Tata Mid Cap Growth Fund Regular Growth
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Tata Equity P/E Fund Regular Growth
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FAQs
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