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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹614.3717 0.14%
As on 09-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Tata Large & Mid Cap Fund - Direct Plan
|
|
|
Very High
|
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0.70 |
|
 |
|
Very High
|
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0.72 |
||
|
|
Very High
|
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0.47 |
||
|
|
Very High
|
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0.82 |
||
 |
|
Very High
|
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0.82 |
₹8,412 Cr
1.00 (90)
5,000
500
100
6
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
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
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.
Mutual funds can be bought directly from the website of the fund house. For instance, Tata Large & Mid Cap Fund - Direct Plan fund can be purchased from the website of Tata Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Tata Large & Mid Cap Fund - Direct Plan is ₹614.3717 as of 10-Sep-2024.
The AUM of Tata Large & Mid Cap Fund - Direct Plan Fund is ₹8,412 Cr as of 31-Aug-2024
The riskometer level of Tata Large & Mid Cap Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
8.53
|
|
|
4.84
|
|
|
4.49
|
|
|
4.01
|
|
|
3.98
|
As of 31-Aug-2024, Tata Large & Mid Cap Fund - Direct Plan had invested 95.23% in Equity and 4.77% in Cash & Cash Eq. See More
Tata Large & Mid Cap Fund - Direct Plan is 11 years 8 months old. It has delivered 17.96% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
32.26%
|
19.48%
|
23.25%
|
17.54%
|
16.46%
|
17.96%
|
No, There is no lock in period in Tata Large & Mid Cap Fund - Direct Plan.
The expense ratio of Tata Large & Mid Cap Fund - Direct Plan is 0.70.
