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5431
Tata Large & Mid Cap Fund - Direct (G)
7.69
-5.06
9.65
1.05
-1.62
-0.24
9.69
14.49
7
1.59
9.65
Tata Large & Mid Cap Fund - Direct (G)
1.59
9.65
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    570.63

    21 Sep 2026

  • 0.44%

     1 Day

  • 7.69%

    3Y CAGR returns

This fund doubles your investment in 5 years, 8 months & 22 days.

Invest Now

  • ₹ 100

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.77%

    Expense Ratio

  • 1

     Rating

  • 7,679 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 21 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -5.06%
  • 7.69%
  • 9.65%
  • 14.49
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
7.94%
5.80%
5.40%
4.46%
4.41%
71.99%
View All

Advance Ratio

  • -5.30Alpha
  • 4.64SD
  • 0.99Beta
  • 0.25Sharpe

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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