CP
Chandraprakash PadiyarFund Manager Since 3 Sept 2018
EquityLarge & Mid-Cap
Tata Large & Mid Cap Fund Direct Plan Growth
3Y Annualised
18.14%
-0.20% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.05%
-0.20% 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
4 years 2 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹8057.61 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
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
56th
Tata Large & Mid Cap Fund Direct Plan Growth
3.05%
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 ₹8057.61 Cr worth of assets under management (AUM) as of Sat Apr 26 2025. The latest Net Asset Value (NAV) of Tata Large & Mid Cap Fund Direct Plan Growth as of Fri Apr 25 2025 is ₹569.0447. The fund has an expense ratio of 0.55%, which is medium comparable to most other Equity funds.
Tata Large & Mid Cap Fund Direct Plan Growth returns for the last 1 year are 8.87%. 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, Consumer Defensive, Energy, Basic Materials, Communication Services, Healthcare sectors.
Top 5 Holdings of Tata Large & Mid Cap Fund Direct Plan Growth.
- HDFC Bank Ltd: 10.13%
- Varun Beverages Ltd: 4.55%
- Reliance Industries Ltd: 4.43%
- PI Industries Ltd: 4.41%
- ICICI Bank 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 |
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FAQs
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