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Market-linked High risk Verified record

Tata Large & Mid Cap Fund

Tata Mutual Fund · Mutual Funds

Large & Mid Cap fund, direct plan. The figures shown are computed from its own NAV history, not quoted from a factsheet.

₹536.86 NAV, direct plan · Published daily by AMFI

As of 19 Oct 2026. Rates change — check the source before acting.

Source: AMFI — mutual fund NAV data

Source AMFI — scheme and NAV data

www.amfiindia.com/mutual-fund

Search "Tata Large & Mid Cap Fund" on AMFI for this scheme's official NAV history, expense ratio and scheme documents.

How it works

Tata Large & Mid Cap Fund is a mutual funds product from Tata Mutual Fund, in the market-linked category: no promised return. Large & Mid Cap fund, direct plan. The figures shown are computed from its own NAV history, not quoted from a factsheet.

Because the return type is market-linked, the questions that matter most are: What exactly does this hold, and what would make it fall? Can I leave this money invested if it drops 30%?

  • Long-term goals seven years or more away
  • The growth portion of a savings plan

Returns, from its own NAV

1 year-9.08%
3 years+5.77%
5 years+8.09%

Annualised (CAGR) figures computed by PaisaClear from AMFI NAV data as on 16 Oct 2026. They are not a fund-house or SEBI figure, they ignore exit loads and tax, and past performance does not indicate future returns.

Key facts

Provider
Tata Mutual Fund
Risk band
High PaisaClear classification by scheme category, not the SEBI riskometer
Source
AMFI — scheme and NAV data ↗ https://www.amfiindia.com/mutual-fund
Rate
₹536.86 NAV, direct plan, as of 19 Oct 2026
Category
Mutual Funds
Minimum investment
₹500 typical SIP minimum; confirm on the scheme page
Tenure
No lock-in
Payout
Growth — no payout
Eligibility
Resident individuals and permitted non-resident categories, subject to KYC.
Getting your money back
Redeemable on any business day. Exit load may apply within the first year.
Protection
No capital protection. The NAV moves with the underlying holdings.
Tax
Gains are taxed by holding period under equity or debt rules depending on the scheme's classification. Confirm the current treatment.

What can go wrong

  • Mid-cap exposure adds volatility beyond large caps.
  • Concentration in a few holdings can drive returns.
  • Falls harder than a pure large-cap fund in a downturn.

Before you decide anything

  • The expense ratio and exit load on the scheme page
  • The benchmark the fund is measured against

These are questions to take to the provider, not a checklist that makes a product suitable. Whether something fits your situation is a decision only you — or an adviser you choose — can make.

Official sources

These link to the regulator or provider where the rules for this type of product are set out. They are the pages worth checking before you act, because they are the ones that get updated.

Other products in this category

The same rules and the same kind of trade-offs, described the same way.