Tata Large & Mid Cap Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Large & Mid-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 1313.3
Expense Ratio
0.85%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 49293
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
204.0941
(-0.82 %)
NAV as on 2019-01-23
Returns
Fund
Tata Large & Mid Cap Fund Direct Plan
1 Year
-7.93%
3 Year
12.14%
5 Year
16.35%
AMC Details
amc launch date
Launch Date
30 Jun 1995
amc sponsor
Sponsor
NA
amc email
Email
kiran@tataamc.com
amc phone
Phone
022 - 66578282
amc address
Address
Fort House, 221,Dr. DN Road,,Fort, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,863
Portfolio Value
-137
Total Returns