How to Invest in Tata Large Cap Direct Plan IDCW?

You can easily invest in Tata Large Cap Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata Large Cap Direct Plan IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata Large Cap Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Large Cap Direct Plan IDCW provide?

The Tata Large Cap Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 0.50% since its inception.

How much expense ratio is charged by Tata Large Cap Direct Plan IDCW?

The term Expense Ratio used for Tata Large Cap Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata Large Cap Direct Plan IDCW is 1.24% as of 25 Mar 2023...

What is the AUM of Tata Large Cap Direct Plan IDCW?

The AUM, short for Assets Under Management of Tata Large Cap Direct Plan IDCW is ₹1,365.71Cr as of 25 Mar 2023.

How to Redeem Tata Large Cap Direct Plan IDCW?

If you want to sell your Tata Large Cap Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Large Cap Direct Plan IDCW?

You can select either SIP or Lumpsum investment of Tata Large Cap Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Large Cap Direct Plan IDCW?

The NAV of Tata Large Cap Direct Plan IDCW is ₹82.16 as of 24 Mar 2023.

What is the PE and PB ratio of Tata Large Cap Direct Plan IDCW?

The PE ratio ratio of Tata Large Cap Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata Large Cap Direct Plan IDCW - NAV, Mutual Fund Performance & Portfolio

Tata Large Cap Direct Plan IDCW
Equity
Large Cap
Very High Risk
Payout
30.45%
3Y annualised
-0.72% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Mar 2023₹82.16
Min. SIP amount₹150
Rating2
Fund size₹1,365.71Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.5%30.4%11.4%12.4%
Category average-1.9%28.9%10.9%NA
Rank with in category281531NA
Understand terms
Holdings (48)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.9%
ICICI Bank Ltd.FinancialEquity6.8%
Infosys Ltd.TechnologyEquity5.9%
Reliance Industries Ltd.EnergyEquity5.5%
Housing Development Finance Corporation Ltd.FinancialEquity5.0%
Axis Bank Ltd.FinancialEquity4.2%
Tata Consultancy Services Ltd.TechnologyEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.3%
State Bank of IndiaFinancialEquity3.3%
Bharti Airtel Ltd.CommunicationEquity2.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Large Cap
Pros
Cons
Lower expense ratio: 1.24%
Lower alpha: -1.0
The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y 
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
1.24%
31 Jan 2023 - 28 Feb 2023
1.24%
31 Dec 2022 - 31 Jan 2023
1.23%
31 Dec 2022 - 31 Dec 2022
1.23%
30 Nov 2022 - 31 Dec 2022
1.23%
30 Nov 2022 - 30 Nov 2022
1.23%
30 Nov 2022 - 30 Nov 2022
1.23%
31 Oct 2022 - 30 Nov 2022
1.24%
31 Oct 2022 - 31 Oct 2022
1.24%
31 Oct 2022 - 31 Oct 2022
1.24%
31 Oct 2022 - 31 Oct 2022
1.24%
31 Oct 2022 - 31 Oct 2022
1.24%
30 Sep 2022 - 31 Oct 2022
1.25%
30 Sep 2022 - 30 Sep 2022
1.25%
30 Sep 2022 - 30 Sep 2022
1.25%
31 Aug 2022 - 30 Sep 2022
1.25%
31 Aug 2022 - 31 Aug 2022
1.25%
31 Jul 2022 - 31 Aug 2022
1.26%
31 Jul 2022 - 31 Jul 2022
1.26%
30 Jun 2022 - 31 Jul 2022
1.30%
30 Jun 2022 - 30 Jun 2022
1.30%
31 May 2022 - 30 Jun 2022
1.29%
31 May 2022 - 31 May 2022
1.29%
30 Apr 2022 - 31 May 2022
1.28%
30 Apr 2022 - 30 Apr 2022
1.28%
31 Mar 2022 - 30 Apr 2022
1.64%
31 Mar 2022 - 31 Mar 2022
1.64%
28 Feb 2022 - 31 Mar 2022
1.66%
28 Feb 2022 - 28 Feb 2022
1.66%
31 Jan 2022 - 28 Feb 2022
1.65%
31 Dec 2021 - 31 Jan 2022
1.66%
30 Nov 2021 - 31 Dec 2021
1.67%
31 Oct 2021 - 30 Nov 2021
1.66%
30 Sep 2021 - 31 Oct 2021
1.67%
31 Aug 2021 - 30 Sep 2021
1.68%
31 Jul 2021 - 31 Aug 2021
1.71%
30 Jun 2021 - 31 Jul 2021
1.71%
31 May 2021 - 30 Jun 2021
1.72%
30 Apr 2021 - 31 May 2021
1.74%
31 Mar 2021 - 30 Apr 2021
1.66%
28 Feb 2021 - 31 Mar 2021
1.64%
31 Jan 2021 - 28 Feb 2021
1.68%
31 Dec 2020 - 31 Jan 2021
1.67%
30 Nov 2020 - 31 Dec 2020
1.67%
31 Oct 2020 - 30 Nov 2020
1.70%
30 Sep 2020 - 31 Oct 2020
1.73%
31 Aug 2020 - 30 Sep 2020
1.70%
31 Jul 2020 - 31 Aug 2020
1.70%
30 Jun 2020 - 31 Jul 2020
1.71%
31 May 2020 - 30 Jun 2020
1.73%
30 Apr 2020 - 31 May 2020
1.72%
31 Mar 2020 - 30 Apr 2020
1.87%
29 Feb 2020 - 31 Mar 2020
1.81%
31 Jan 2020 - 29 Feb 2020
1.78%
31 Dec 2019 - 31 Jan 2020
1.77%
30 Nov 2019 - 31 Dec 2019
1.76%
31 Oct 2019 - 30 Nov 2019
1.77%
30 Sep 2019 - 31 Oct 2019
1.38%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.37%
30 Jun 2019 - 31 Jul 2019
1.34%
31 May 2019 - 30 Jun 2019
0.52%
30 Apr 2019 - 31 May 2019
0.52%
31 Mar 2019 - 30 Apr 2019
0.46%
28 Feb 2019 - 31 Mar 2019
0.42%
31 Jan 2019 - 28 Feb 2019
0.43%
31 Dec 2018 - 31 Jan 2019
0.43%
30 Nov 2018 - 31 Dec 2018
0.43%
31 Oct 2018 - 30 Nov 2018
0.86%
30 Sep 2018 - 31 Oct 2018
0.86%
31 Aug 2018 - 30 Sep 2018
0.86%
31 Jul 2018 - 31 Aug 2018
0.74%
30 Jun 2018 - 31 Jul 2018
0.86%
31 May 2018 - 30 Jun 2018
1.05%
30 Apr 2018 - 31 May 2018
1.05%
31 Mar 2018 - 30 Apr 2018
1.05%
31 Jan 2018 - 31 Mar 2018
1.04%
31 Dec 2017 - 31 Jan 2018
1.04%
30 Nov 2017 - 31 Dec 2017
1.04%
31 Oct 2017 - 30 Nov 2017
1.04%
Expense ratio, exit load and taxExpense ratio: 1.24%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementAmey Sathe
Mar 2021 - Present
View details
Education
Mr. Sathe is MMS & CFA
Experience
Prior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Equity PE Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Young Citizens Direct
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Venkat Samala
Nov 2020 - Present
View details
Education
Mr. Samala is a MBA
Experience
Prior to joining Tata Asset Management Ltd as Research Analyst, tracking textiles, building materials, aviation, real estate and hospitality sectors, he has worked with Quality Engineering & Software Technologies Pvt Ltd an aerospace services firm as a senior design engineer.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Tata Dividend Yield Fund Regular IDCW
Tata Dividend Yield Fund Direct IDCW
Tata Business Cycle Fund Direct IDCW
Tata Business Cycle Fund Regular Growth
Tata Business Cycle Fund Regular IDCW
Tata Business Cycle Fund Direct Growth
Tata Housing Opportunities Fund Direct Growth
Tata Housing Opportunities Fund Direct IDCW
Tata Housing Opportunities Fund Regular IDCW
Tata Housing Opportunities Fund Regular Growth
Arvindkumar Kumaresan Chetty
Dec 2022 - Present
View details
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Tata Business Cycle Fund Regular Growth
Tata Business Cycle Fund Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹86,582.73Cr
Date of Incorporation30 Jun 1995
 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 30 Jun 1995. 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 ₹86,583 Cr and the Latest NAV as of 24 Mar 2023 is ₹82.16.
The Tata Large Cap Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
;
Investment ObjectiveEarlier 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.
;
Fund benchmarkNIFTY 100 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata Large Cap Direct Plan IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	0.5%	30.4%	11.4%	12.4%
Category average	-1.9%	28.9%	10.9%	NA
Rank with in category	28	15	31	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	6.9%
ICICI Bank Ltd.	Financial	Equity	6.8%
Infosys Ltd.	Technology	Equity	5.9%
Reliance Industries Ltd.	Energy	Equity	5.5%
Housing Development Finance Corporation Ltd.	Financial	Equity	5.0%
Axis Bank Ltd.	Financial	Equity	4.2%
Tata Consultancy Services Ltd.	Technology	Equity	3.7%
Larsen & Toubro Ltd.	Construction	Equity	3.3%
State Bank of India	Financial	Equity	3.3%
Bharti Airtel Ltd.	Communication	Equity	2.7%

Rank (total assets)	#14 in India
Total AUM	₹86,582.73Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY 100 Total Return Index

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Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	2
Fund size	₹1,365.71Cr

Tata Large Cap Direct Plan IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (48)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.24%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Amey SatheMar 2021 - PresentView details

Venkat SamalaNov 2020 - PresentView details

Arvindkumar Kumaresan ChettyDec 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Amey Sathe
Mar 2021 - Present
View details

Venkat Samala
Nov 2020 - Present
View details

Arvindkumar Kumaresan Chetty
Dec 2022 - Present
View details