Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option

Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option is a scheme launched by Tata Mutual Fund on March 31, 2003, and falls under the Large and Mid Cap fund category. It currently manages an AUM of Rs 8,501.26 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.77% for managing the portfolio.

• Investing Strategy:

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

• Performance:

  Tata Large & Mid Cap Fund Regular Plan - Payout of IDCW Option trailing returns over different times are -5.84% (1 year), 13.25% (3 year) and 19.3% (5 year). The average annual return of this fund stands at 1.2%.