Tata Large & Mid Cap Fund - Direct (G)

Tata Large & Mid Cap Fund - Direct (G) is Large & Mid Cap Fund Fund which belongs to the Tata Large & Mid Cap Fund house. With a total AUM of ₹ 8,294.11 Cr the fund has an all time CAGR of 16.61%. The current NAV of the plan stands at ₹ 601.62 and it comes under the Very High risk category.

The top 3 holdings of the fund are HDFC Bank (10.37%), Reliance Industr (4.74%) and P I Industries (4.55%), as of 6 Jun, 2025.

In the last 1 year Tata Large & Mid Cap Fund - Direct (G) has trailing returns of 9.37%, which is 1.18% above the category average return of 10.55%.

Peer funds in this Mutual Fund plan category includes Motilal Oswal Large and Midcap Fund - Dir (G)(AUM: ₹ 9,176.39 Cr.) and Motilal Oswal Large and Midcap Fund (G)(AUM: ₹ 9,176.39 Cr.), which have given a return since inception of 25.98% and 24.09%, respectively.

The Fund has Nil and an Exit Load of Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 90 days from the date of allotmen: Nil . The Expense Ratio for the fund is 0.66%, as of 6 Jun, 2025