QUICK FUND SUMMARY
Tata Large & Mid Cap Fund Growth is an equity mutual fund managing assets worth ₹7,900.58 Cr. The current NAV is ₹500.01 as of Aug 27. It has delivered a 5-year CAGR of 9.56%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., State Bank of India, Varun Beverages Ltd., IDFC First Bank Ltd. and Bharti Airtel Ltd..
Tata Large & Mid Cap Fund Details
Fund Size | ₹7,900.58 Cr |
Type | Equity: Large & Mid Cap |
Minimum Investment | ₹100 |
NAV (Aug 27) | ₹500.01 |
Plan Type | Regular |
Launch Date | 31 Mar 1993 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.83% |
Withdrawal Charge | For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days |
Tata Large & Mid Cap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
No Data
Tata Large & Mid Cap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Tata Large & Mid Cap Fund | -3.12% | +7.50% | +9.56% |
 ICICI Prudential Large & Mid Cap Fund | +7.04% | +17.23% | +17.60% |
 HDFC Large and Mid Cap Fund | +5.07% | +14.29% | +15.52% |
 UTI Large & Mid Cap Fund | +5.29% | +16.06% | +14.64% |
Returns Calculator
Monthly Investment
Time Period
Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹432
Your Total Value could have reached:
₹4,032
Tata Large & Mid Cap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Tata Large & Mid Cap Fund
Tata Large & Mid Cap Fund is a Growth Equity mutual fund managed by Tata Mutual Fund. It follows a Medium Value investment strategy. The fund is rated 31/100 on the CRISP scale.
The current NAV of Tata Large & Mid Cap Fund is ₹500.01 as of Aug 27.
You can invest in Tata Large & Mid Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Tata Large & Mid Cap Fund is ₹100.
The expense ratio of Tata Large & Mid Cap Fund is 1.83%.
Tata Large & Mid Cap Fund has an exit load as follows: for units more than 12% of the investments, an exit load of 1% if redeemed within 90 days
Tata Large & Mid Cap Fund has a CRISP Score of 31/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Value factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
Short-term capital gains (STCG) on Tata Large & Mid Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.