Tata Large & Mid Cap Fund Direct Plan
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Suitability
This product is suitable for investors who are seeking
• Long Term Capital Appreciation.
• Investment in equity and equity related instruments ofwell researched value and growth oriented companies across all market capitalization
Fund Info
Scheme Type
Open-ended
Scheme Category
Large & Mid- Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 1369.85
Expense Ratio
0.86%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 54194
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large & Mid- Cap |
| Benchmark Type | S&P BSE Sensex |
| Scheme AUM (in Crs.) | ₹ 1369.85 |
| Expense Ratio | 0.86% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 54194 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
9
ICICI Bank Ltd
Equity
9
Varun Beverages Ltd
Equity
5
Tata Consultancy Services Ltd
Equity
5
PI Industries Ltd
Equity
5
State Bank of India
Equity
4
ITC Ltd
Equity
4
Gujarat State Petronet Ltd
Equity
4
Kotak Mahindra Bank Ltd
Equity
4
The Federal Bank Ltd
Equity
3
Asset Allocation(%)
Equity
95
Mutual Fund - Unspecified
3
Cash - Repurchase Agreement
2
Cash
0
Preferred Stock
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
29
Information Technology Services
7
Diversified Industrials
6
Auto Manufacturers
6
Beverages - Soft Drinks
5
Tata Mutual Fund
AUM
₹54,194 Cr
About
Tata is one of the most trusted brands in India and globally. It has been successful in every field it has ventured to. It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.##Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.##They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investors money in the best possible hands.
Launch Date
30 Jun 1995
Sponsor
NA
Email
kiran@tataamc.com
Phone
1800-209-0101
Address
1903, B-Wing, Parinee Crescenzo,,G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051, Mumbai - 400051
Tata Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.