Investment Objective and Approach

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented large and mid cap companies. Tata Large & Mid Cap Fund - Regular Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains.

The fund follows a balanced approach by combining the stability of large-cap companies with the growth potential of mid-cap companies. Tata Large and Midcap Fund Direct Growth is its disciplined asset mix, follows a growth-oriented strategy with a long-term horizon and the backing of Tata's investment framework. The investment strategy focuses on well-researched value and growth-oriented companies across both market capitalizations.

The fund maintains diversified exposure while emphasizing capital appreciation over dividend income. This approach allows investors to benefit from both the established performance of large-cap companies and the higher growth potential of mid-cap companies in a single investment vehicle.

Fund Managers

Rupesh Patel is the Current Fund Manager of Tata Large & Mid Cap Fund Direct Plan Growth fund. Mr. Rupesh Patel holds a Civil Engineering degree and an MBA degree from the Sardar Patel University. Mr. Patel began his career as a Project Manager at Gujarat State Road Development Corporation Ltd. in 1999. He joined CARE Ratings in 2001 as a Deputy General Manager of Corporate Sector Ratings. In 2007, he became the Assistant Vice President of Investments at IndiaReit Fund Advisors Ltd. Mr. Patel joined Tata Mutual Fund as a Deputy General Manager of Investments in 2008... A year later, he became a Fund Manager.

Mr. Patel manages an AuM of Rs. 4,506 Crore invested in 14 schemes like Tata Large Cap, Tata Midcap, Tata Infrastructure, Tata Ethical, Tata India Tax Savings Fund, etc. His extensive experience in investment management and corporate ratings provides valuable insights for fund management decisions.

The fund manager's diverse background across infrastructure, ratings, and mutual fund management brings a comprehensive understanding of market dynamics and investment opportunities across different market segments.

About the Fund House (AMC)

Tata Mutual Fund is the asset management arm of the Tata Group, one of India's most respected business conglomerates. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better.

As of 31 March 2024, Tata Asset Management Ltd has an asset under management (AuM) of Rs. 147169.65 Crores. The AMC offers comprehensive investment solutions with a strong focus on research-driven investment processes and long-term wealth creation.

The fund house leverages the Tata Group's legacy of trust and ethical business practices, providing investors with confidence in their investment decisions. Their investment philosophy emphasizes disciplined investment processes and risk management frameworks that align with investor objectives.

Should I Invest in Tata Large & Mid Cap Fund?

This fund is suitable for investors seeking capital appreciation through exposure to both large-cap stability and mid-cap growth potential. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Key considerations for investment:

- Investment horizon: Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

- Risk tolerance: The fund carries very high risk due to equity exposure

- Investment approach: Like for all equity funds, you must invest only through the SIP route.

- Portfolio diversification: Provides balanced exposure to different market segments

The fund suits investors who want diversified equity exposure without choosing between large-cap or mid-cap funds separately. It's ideal for those building long-term wealth with moderate to high risk tolerance.

FAQs

What is today's NAV of Tata Large & Mid Cap Fund?

The Latest NAV as of 01 Aug 2025 is ₹594.50. NAV updates daily after market closure.

What is the AUM of Tata Large & Mid Cap Fund?

The fund currently has an Asset Under Management(AUM) of ₹2,06,239 Cr as of August 1, 2025.

What is the expense ratio of Tata Large & Mid Cap Fund?

The expense ratio of Tata Large & Mid Cap Fund - Regular Plan is 1.67. Direct plans typically have lower expense ratios.

What are the returns of Tata Large & Mid Cap Fund since inception?

It has delivered 13.01% returns since inception. The fund has been operating for over 32 years since launch.

What is the minimum SIP amount to invest in Tata Large & Mid Cap Fund?

Minimum SIP Investment is set to ₹100. This makes it accessible for small investors to start their investment journey.

How do I invest in Tata Large & Mid Cap Fund?

You can invest through Allvest platform by completing KYC, selecting the fund, and choosing between SIP or lumpsum investment options.

How to start a SIP in Tata Large & Mid Cap Fund?

Register with Allvest, complete your KYC verification, select the fund, choose SIP option, set amount and frequency, then authorize the investment.

How do I automate an SIP in Tata Large & Mid Cap Fund?

Set up auto-debit mandate through Allvest platform after selecting your preferred SIP amount and frequency for seamless monthly investments.

How can I withdraw/redeem my investment in Tata Large & Mid Cap Fund?

Log into your Allvest account, select the fund, choose partial or full redemption, specify amount, and submit the request. Funds typically credit within 3-4 business days.