Tata Large Cap Fund

Equity | Large Cap Mutual Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹150 ₹5,000 1.24 % 2★ ₹1,380 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹150 ₹5,000 1.24 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹1,380 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

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

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.6% 16.5% 12.6% 13.9%
Category Average 8.2% 17.1% 13.7% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.42%
Reliance Industr
6%
Infosys
5.9%
HDFC Bank
5.85%
St Bk of India
4.99%
Others
68.84%
Banks
28.45%
Petroleum Products
6%
Power & Others
4.04%
Automobiles
3.87%
Personal Products
3.38%
Others
54.26%
Equity
96.44%
Reverse Repos
3%
InvITs
0.6%
Net Curr Ass/Net Receivables
-0.04%

Fund House Details

Tata Mutual Fund

Tata Large Cap Fund

Fund Manager
Amey Sathe

Exit Load

Exit Load On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Advance Ratio

-0 1.06 0.9 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

You can invest in Tata Large Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata Large Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Tata Large Cap Fund has delivered 13.9% since inception
The NAV of Tata Large Cap Fund is ₹395.1 as of 02 December 2022.
The expense ratio of Tata Large Cap Fund is 1.24 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now