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Tata Large Cap Fund

Growth
550.870.20% (-1.09)

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Tata Large Cap Fund

Growth
EquityLarge Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,435 Cr
Very High RiskPrinciple investment will be at very high risk
550.870.20% (-1.09)

Price Chart

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Returns
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1M
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1M
6M
1Y
3Y
5Y
Max
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EquityLarge Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,435 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0236.990.80
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4638.890.92

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 12% of investments and 1% for remaining investments on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 100 - TRI

About Large Cap Fund

Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Large Cap Fund16.16%15.21%14.51%
ICICI Pru Bluechip Fund20.25%18.40%16.36%
SBI BlueChip Fund16.10%14.82%15.84%
Mirae Asset Large Cap Fund15.82%12.79%16.75%

Price Comparison

Compare Tata Large Cap Fund with any MF, ETF, stock or index
Compare Tata Large Cap Fund with any MF, ETF, stock or index
Tata Large Cap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.03%3.26%96.71%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+22 moreConstruction & EngineeringPharmaceuticalsOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks43.46 %6.41 %7.20 %7.57 %11.43 %23.94 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2429.25%26.94%22.21%21.05%18.83%23.94%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.93 %

    Holdings

    9.11 %

    0.93 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.89 %

    Holdings

    5.87 %

    -0.89 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.32 %

    Holdings

    4.62 %

    0.32 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    60

  • Total AUM

    ₹ 1,86,091.18 Cr.

Fund Manager Profile

Abhinav Sharma

AUM:  ₹8,040.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Kapil Malhotra

AUM:  ₹26,225.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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Tata large-cap mutual fund overview by fund manager Rupesh Patel | Groww

5 years ago•Groww