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.)
₹ 1275.36
Expense Ratio
0.83%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
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.) | ₹ 1275.36 |
| Expense Ratio | 0.83% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 49293 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.00
ICICI Bank Ltd.
Equity
6.14
Tata Consultancy Services Ltd.
Equity
4.44
Kotak Mahindra Bank Ltd.
Equity
3.69
Maruti Suzuki India Ltd.
Equity
3.50
ITC Ltd.
Equity
3.46
Gujarat State Petronet Ltd.
Equity
3.01
Federal Bank Ltd.
Equity
3.00
State Bank of India
Equity
2.98
Thomas Cook (India) Ltd.
Equity
2.79
Sector Allocation(%)
Sector
Percent
Construction
8.33
Automobile
7.79
Technology
7.30
Financial
33.40
FMCG
14.70
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.