|Min SIP Amount||₹500|
|NAV||₹67.92 (16 Apr 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹892 Cr|
|ICICI Bank Ltd.||Financial||Equity||9.3%|
|HDFC Bank Ltd.||Financial||Equity||8.7%|
|Reliance Industries Ltd.||Energy||Equity||7.9%|
|State Bank of India||Financial||Equity||7.8%|
|Bharti Airtel Ltd.||Communication||Equity||4.6%|
|Axis Bank Ltd.||Financial||Equity||4.5%|
|Tata Steel Ltd.||Metals||Equity||3.2%|
|Larsen & Toubro Ltd.||Construction||Equity||3.2%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.0%|
Tata Large Cap Direct Plan IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Gopal Agrawal is the Current Fund Manager of Tata Large Cap Direct Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹892 Cr and the Latest NAV as of 16 Apr 2021 is ₹67.92.
The Tata Large Cap Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.
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.