Tata Large Cap Direct Plan Growth

Tata Large Cap Direct Plan Growth

+14.31%
3Y annualised
+0.58% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹542.14
Min. for SIP
₹100
Fund size
₹2,783.60 Cr
Expense ratio
1.02%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,105
-1.49%
3 years₹1,80,000₹2,21,090
+22.83%
5 years₹3,00,000₹4,54,633
+51.54%
10 years₹6,00,000₹12,60,444
+110.07%

Holdings (44)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity9.12%
HDFC Bank Ltd.FinancialEquity8.20%
Reliance Industries Ltd.EnergyEquity5.26%
Axis Bank Ltd.FinancialEquity4.08%
Kotak Mahindra Bank Ltd.FinancialEquity3.72%
Larsen & Toubro Ltd.ConstructionEquity3.58%
State Bank of IndiaFinancialEquity3.54%
Infosys Ltd.TechnologyEquity3.54%
Bajaj Finance Ltd.FinancialEquity3.04%
Mahindra & Mahindra Ltd.AutomobileEquity2.89%
Tata Consultancy Services Ltd.TechnologyEquity2.86%
Hindustan Unilever Ltd.Consumer StaplesEquity2.64%
Tata Steel Ltd.Metals & MiningEquity2.56%
JSW Steel Ltd.Metals & MiningEquity2.41%
Samvardhana Motherson International Ltd.AutomobileEquity2.32%
Bharti Airtel Ltd.CommunicationEquity2.19%
HDFC Life Insurance Co Ltd.InsuranceEquity1.93%
Tech Mahindra Ltd.TechnologyEquity1.85%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.83%
NTPC Ltd.EnergyEquity1.79%
Bank Of BarodaFinancialEquity1.73%
Indusind Bank Ltd.FinancialEquity1.72%
Adani Energy Solutions Ltd.EnergyEquity1.67%
Interglobe Aviation Ltd.ServicesEquity1.56%
JSW Cement Ltd.ConstructionEquity1.54%
Ambuja Cements Ltd.ConstructionEquity1.43%
Nestle India Ltd.Consumer StaplesEquity1.43%
Power Grid Corporation Of India Ltd.EnergyEquity1.43%
UPL Ltd.ChemicalsEquity1.37%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.34%
Hyundai Motor India Ltd.AutomobileEquity1.32%
Indus Towers Ltd.CommunicationEquity1.23%
Granules India Ltd.HealthcareEquity1.12%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity1.11%
Britannia Industries Ltd.Consumer StaplesEquity1.07%
Westlife Foodworld Ltd.ServicesEquity1.07%
Hindalco Industries Ltd.Metals & MiningEquity1.00%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.95%
Hero Motocorp Ltd.AutomobileEquity0.92%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.86%
Siemens Ltd.Capital GoodsEquity0.71%
Cyient Ltd.TechnologyEquity0.66%
Honeywell Automation India Ltd.Capital GoodsEquity0.50%
NTPC Ltd.EnergyFutures-0.00%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+14.3%+12.5%+13.1%+12.9%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)392317--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

AS
Abhinav Sharma
Apr 2023 - Present
View details

Education
Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.
Experience
Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.

HV
Hasmukh Vishariya
Mar 2025 - Present
View details

About Tata Large Cap Direct Plan Growth

Tata Large Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Abhinav Sharma is the Current Fund Manager of Tata Large Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,819 Cr and the Latest NAV as of 20 Mar 2026 is ₹542.14. The Tata Large Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

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.
Fund benchmarkNIFTY 100 Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM₹2,32,819.21 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,