
Tata Large & Mid Cap Fund(G)-Direct Plan
+8.79%
5Y annualised
+8.79%
5Y annualised
+0.87% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹562.14
Min. SIP amount
₹100
Fund size (AUM)
7679 Cr
Expense ratio
0.65%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹562.14
Min. SIP amount
₹100
Fund size (AUM)
7679 Cr
Expense ratio
0.65%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
38.36%
Mid Cap
37.16%
Small Cap
19.02%
Others
5.46%
Sector Allocation
Bank
24.28%
Chemicals
11.10%
Finance
7.45%
Healthcare
6.52%
Telecom
6.09%
Fmcg
5.76%
Cash & Cash Equivalents And Net Assets
5.46%
Automobile & Ancillaries
5.26%
Others
28.07%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Chandraprakash Padiyar
Present
Kapil Malhotra
Present
Similar/Peer Fund Comparison
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FAQs
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