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Tata Large And Mid Cap Fund


Tata Large And Mid Cap Fund aims at proactively taking advantage of Potential Capital appreciation opportunities arising from large and midcap segment of the market. Positioned as a “stock picker's delight”, it is a large and midcap equity oriented fund which undertakes rigorous research to identify opportunities in equity markets that could be for instance, turnaround companies or stocks being re-rated by the market, companies benefitting from changing economic fundamentals, etc.

It invests in large and midcap stocks wherever the fund manager spots an opportunity. It is hence very actively managed and dynamic in nature, although stock picking is based on a sound bottom-up approach.

Asset Allocation

Under normal circumstances, funds of the Scheme, shall (after providing for all ongoing expenses) be invested / the indicative asset allocation shall be as follows considering the objective of the Scheme:

Instruments Indicative Allocation (% of Total Assets) Risk Profile
Minimum Maximum
Equity & Equity related Instruments of Large Cap companies 35%




Equity & Equity related Instruments of Mid Cap companies 35%




Other Equity & Equity Related Instruments 0%




Other Securities * 0%




Low to Medium

* including securitized debt.

Large cap and Mid Cap companies are those companies which are classified as Large Cap and Mid Cap companies by Securities and Exchange Board of India (SEBI) SEBI or Association of Mutual Funds in India (AMFI). At present Large Cap companies are classified as 1st - 100th company and Mid Cap Companies as 101st-250th company in terms of full market capitalization. In line with the investment objective and in accordance with guidelines issued by SEBI vide circular No SEBI/IMD/CIR NO. 7/104753/2007 dated September 26, 2007, the scheme(s), may invest upto 25% of the net assets in the foreign/overseas securities and such other securities as may be permitted by SEBI/RBI from time to time.

The Scheme will comply with all the applicable circulars issued by SEBI as regard to derivatives viz. SEBI Circular no. SEBI/MFD/CIR No. 03/158/03 dated June 10, 2003, no. DNPD/Cir-29/2005 dated September 14, 2005, no. SEBI/IMD/CIR No. 9/108562/07 dated November 16,2007, no. Cir/IMD/ DF/ 11/ 2010 dated August 18, 2010 & SEBI/HO/IMD/DF2/CIR/P/2017/109 dated September 27,2017. Investment in derivatives/futures/options may be done for trading, hedging and portfolio balancing.

The scheme net assets will have a maximum derivative net position of 50% of the net assets of the scheme.

Not more than 25% of the net assets of the scheme shall be deployed in securities lending. The Scheme would limit its exposure, with regards to securities lending, for a single intermediary, to the extent of 5%of the total net assets of the scheme at the time of lending. The Scheme does not seek to participate in repo/reverse repo in corporate debt securities. The Scheme does not seek to participate in credit default swaps.

For detailed information kindly refer the Scheme Information Document.

Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking for investment opportunities in equity markets by investing in companies undergoing re-rating or turnaround or benefiting from changing economic scenario.
    • Aim to invest in fundamentally good stocks over the medium to long term horizon.
  • Key Attributes:
    • A large and midcap oriented fund, which invests only in large and midcap stocks wherever the fund manager spots an opportunity.
    • Focus on active management of portfolio picked using bottom up approach to stock picking.
Fund Manager

Rupesh Patel

Rupesh brings in more than 17 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Rupesh Patel joined Tata Mutual Fund in May 2008 and served assignments in equity research and as head of Portfolio Management Services vertical. Rupesh is presently the Senior Fund Manager at Tata Mutual Fund managing the equity portfolio.

Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies.

He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE).

Rupesh is a graduate in engineering from Sardar Patel University, Gujarat and holds a master’s in business administration from Sardar Patel University, Gujarat.

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Scheme Information

To seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related instruments and the secondary objective is to generate consistent returns by investing in debt and money market securities. The fund will have the flexibility to invest in a wide range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification and using derivative as a risk management tool

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
25 Feb 1993
Options / Plan
Tata Equity Opportunities Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
Entry Load
Exit Load

if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500 or 50 Units
Frequency No. of Installments Min. Installment Amt.
Daily / Weekly / Monthly 12 150/-
Monthly 6 1,000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan





Min. Withdrawal Amt.


*There is no minimum amount requirement in case unitholder is opting for an all units switch.

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