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Tata Large & Mid Cap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
Top rated fund from 216 Large & Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 10 Sep 2025
₹592.47
+0.4212% (2.50)
AUM
₹8,887 Cr
Expense ratio
0.63%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Basic Materials
Industrials
Healthcare
Consumer Defensive
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,82,488 Cr • Rank #11TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Chandraprakash Padiyar
Experience: 7.01 yrs • Total AUM: 1,20,304 Cr
Kapil Malhotra
Experience: 1.71 yrs • Total AUM: 56,648 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.22%
Expense ratio
0.82%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.80%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
17.68%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.32%
Expense ratio
0.6%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.