Tata Large & Mid Cap Fund Direct Plan-Growth
Equity, Large & MidCap, Principal at very high risk
1 Year Return -6.55% at 08 Jun 2026 12:49 PM
Tata Large & Mid Cap Fund Direct Plan-Growth: Mutual Fund Overview
Tata Large & Mid Cap Fund Direct Plan-Growth is an Large & MidCap mutual fund with over 13.43 years of performance history. The scheme manages an AUM of ₹7802.2 Cr and has a NAV of ₹553.4056. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -6.55%.
Fund Details
NAV 553.4056
Sub-Type Large & MidCap
Rating 1
Min. SIP Amount ₹100.0
Fund Age(Year) 13.43
Fund Size(in Crores) 7802.2
Fund Performance
1 Month -0.1%
3 Month -1.21%
6 Month -7.66%
1 Year -6.55%
3 Year 9.32%
5 Year 11.38%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-Growth Ret 1M -3.54% Ret 1Y 0.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE India Infrastructure Index Fund Regular-IDCW Ret 1M -3.54% Ret 1Y 0.39% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-Growth Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Aditya Birla Sun Life Infrastructure Fund Regular-IDCW Reinvestment Ret 1M 0.01% Ret 1Y 8.85% Ret 3Y 20.01% Ret 5Y 18.83%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-Growth Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bandhan Infrastructure Fund Regular-IDCW Reinvestment Ret 1M -0.9% Ret 1Y -3.62% Ret 3Y 19.98% Ret 5Y 18.02%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-Growth Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Payout Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Equity, Flexi Cap funds Bank of India Manufacturing & Infrastructure Fund Regular-IDCW Quarterly Payout Ret 1M -0.81% Ret 1Y 13.84% Ret 3Y 24.25% Ret 5Y 20.61%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.84%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Chandraprakash Padiyar
Education Mr. Padiyar is CFA & MBA in Finance from Symbiosis Institute of Business Management, Pune.
Experience Prior to joining TATA Mutual Fund he has worked with UTI Mutual fund, Alchemy Capital Management Pvt Ltd.
Meeta Shetty
Education Ms. Shetty is Bachelor in Economics and CFA Charterholder
Experience Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.
Kapil Malhotra
Education Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 61
Date of Incorporation 2013-01-01
Total AUM 227426.64
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Tata Large & Mid Cap Fund Direct Plan-Growth FAQs
How to invest in Tata Large & Mid Cap Fund Direct Plan-Growth?
Investing in Tata Large & Mid Cap Fund Direct Plan-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Large & Mid Cap Fund Direct Plan-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Large & Mid Cap Fund Direct Plan-Growth?
The term expense ratio for Tata Large & Mid Cap Fund Direct Plan-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Large & Mid Cap Fund Direct Plan-Growth is 0.84% as of 08 Jun 2026.
What is the NAV of Tata Large & Mid Cap Fund Direct Plan-Growth?
The NAV of Tata Large & Mid Cap Fund Direct Plan-Growth is ₹553.4056 as of 08 Jun 2026.
What is the AUM of Tata Large & Mid Cap Fund Direct Plan-Growth?
The AUM (Assets Under Management) of Tata Large & Mid Cap Fund Direct Plan-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Large & Mid Cap Fund Direct Plan-Growth is ₹7802.2 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Tata Large & Mid Cap Fund Direct Plan-Growth?
The PE ratio of Tata Large & Mid Cap Fund Direct Plan-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Large & Mid Cap Fund Direct Plan-Growth?
Yes, you can invest in Tata Large & Mid Cap Fund Direct Plan-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Large & Mid Cap Fund Direct Plan-Growth in the last 5 years?
The return of Tata Large & Mid Cap Fund Direct Plan-Growth in the last 5 years is 11.38%.
What is the minimum SIP investment required in Tata Large & Mid Cap Fund Direct Plan-Growth?
The minimum SIP investment in Tata Large & Mid Cap Fund Direct Plan-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Large & Mid Cap Fund Direct Plan-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Large & Mid Cap Fund Direct Plan-Growth?
The NAV of Tata Large & Mid Cap Fund Direct Plan-Growth, as of 08 Jun 2026, is ₹553.4056.
Who manages the Tata Large & Mid Cap Fund Direct Plan-Growth?
The fund managers responsible for Tata Large & Mid Cap Fund Direct Plan-Growth are:
- Chandraprakash Padiyar
- Meeta Shetty
- Kapil Malhotra