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Tata Large Cap Direct Plan IDCW

Equity
Large Cap
Very High Risk
67.40%
1Y return
-0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Sep 2021₹83.72
Min. SIP amount₹500
Rating2star
Fund size₹1,046.72 Cr

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns67.4%19.1%14.8%15.0%
Category average48.0%13.9%14.2%NA
Rank with in category82037NA
Understand termsinfo

Holdings (41)

NameSectorInstrumentAssets
FinancialEquity9.8%
FinancialEquity7.9%
TechnologyEquity7.3%
EnergyEquity7.0%
State Bank of India
FinancialEquity6.0%
FinancialEquity4.3%
CommunicationEquity4.2%
TechnologyEquity3.8%
ConstructionEquity3.2%
MetalsEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.68%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rupesh Patel
Jun 2018 - Present
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Venkat Samala
Nov 2020 - Present
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Fund house & investment objective

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Fund house contact details

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