Tata Large & Mid Cap Fund - Direct Plan - Appreciation

Scheme Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Scheme Details

• Fund manager(s) – Chandraprakash Padiyar , Kapil Malhotra
• Launch date – 02-Jan-2013
• Expense ratio – 0.65% as declared on 31-Oct-2025 (category average is 0.7%)
• Benchmark - Nifty LargeMidcap 250 TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Large & Mid Cap Fund - Direct Plan - Appreciation charges 0.5% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details