Our Opinion
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Our Opinion
Riskometer
Very High
₹518.7114 -2.99%
As on 19-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Tata Large & Mid Cap Fund - Direct Plan
|
|
|
Very High
|
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0.72 |
|
 |
|
Very High
|
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0.72 |
||
|
|
Very High
|
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0.86 |
||
 |
|
Very High
|
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0.77 |
||
|
|
Very High
|
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0.75 |
₹8,143 Cr
0.50 (30)
5,000
500
100
6
About Tata Large & Mid Cap Fund - Direct Plan
Tata Large & Mid Cap Fund - Direct Plan is a equity mutual fund scheme of Tata Mutual Fund. Launched on January 01, 2013, it is currently managed by Chandraprakash Padiyar and Kapil Malhotra. The fund has an expense ratio of 0.72% with an overall AUM (Assets Under Management) of ₹8,143 Cr.
Tata Large & Mid Cap Fund - Direct Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies.
Suitability
Large & MidCap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Large & Mid Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata Large & Mid Cap Fund - Direct Plan can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Tata Large & Mid Cap Fund - Direct Plan, is ₹518.7114 as of 20-Mar-2026.
Over the past five years, Tata Large & Mid Cap Fund - Direct Plan has delivered an annualised return of 11.38% as of 20-Mar-2026.
The minimum investment required to start investing in Tata Large & Mid Cap Fund - Direct Plan is ₹5,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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