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5431
Tata Large & Mid Cap Fund - Direct (G)
8.98
-5.57
11.77
-0.49
0.36
3.40
1.44
14.78
7
1.74
11.77
Tata Large & Mid Cap Fund - Direct (G)
1.74
11.77
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    573.21

    23 Jul 2026

  • -0.74%

     1 Day

  • 8.98%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.74%

    Expense Ratio

  • 1

     Rating

  • 7,887 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -5.57%
  • 8.98%
  • 11.77%
  • 14.78

Scheme Allocation

By Holding By Sector By Asset
8.70%
5.47%
4.86%
4.50%
4.02%
72.45%
View All

Advance Ratio

  • -5.03Alpha
  • 4.66SD
  • 0.99Beta
  • 0.31Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.

Fund Managers

Chandraprakash Padiyar

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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5431
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AMC Contact Details

  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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