Tata Large Cap Direct Plan Growth

Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
+16.15%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan '26
₹595.28
Min. SIP amount
₹100
Fund size
₹2,839.57 Cr
Expense ratio
0.97%

Return calculator

Monthly SIP
One time
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 (43)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity8.98%
Reliance Industries Ltd.EnergyEquity5.81%
Kotak Mahindra Bank Ltd.FinancialEquity4.64%
Axis Bank Ltd.FinancialEquity4.11%
ICICI Bank Ltd.FinancialEquity4.09%
Larsen & Toubro Ltd.ConstructionEquity3.89%
Infosys Ltd.TechnologyEquity3.86%
Maruti Suzuki India Ltd.AutomobileEquity3.82%
Mahindra & Mahindra Ltd.AutomobileEquity3.55%
Tata Consultancy Services Ltd.TechnologyEquity3.41%
Bajaj Finance Ltd.FinancialEquity3.13%
State Bank of IndiaFinancialEquity2.84%
Hindustan Unilever Ltd.Consumer StaplesEquity2.57%
Bharti Airtel Ltd.CommunicationEquity2.41%
Samvardhana Motherson International Ltd.AutomobileEquity2.22%
RBL Bank Ltd.FinancialEquity2.19%
JSW Steel Ltd.Metals & MiningEquity2.17%
Tech Mahindra Ltd.TechnologyEquity2.13%
Tata Steel Ltd.Metals & MiningEquity2.12%
United Spirits Ltd.Consumer StaplesEquity2.11%
HDFC Life Insurance Co Ltd.InsuranceEquity1.98%
Adani Energy Solutions Ltd.EnergyEquity1.66%
Ambuja Cements Ltd.ConstructionEquity1.56%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.53%
NTPC Ltd.EnergyEquity1.51%
Bharat Forge Ltd.AutomobileEquity1.47%
JSW Cement Ltd.ConstructionEquity1.43%
Hero Motocorp Ltd.AutomobileEquity1.42%
Hyundai Motor India Ltd.AutomobileEquity1.37%
Adani Ports and Special Economic Zone Ltd.ServicesEquity1.27%
Power Grid Corporation Of India Ltd.EnergyEquity1.24%
Westlife Foodworld Ltd.ServicesEquity1.19%
Granules India Ltd.HealthcareEquity1.12%
Indus Towers Ltd.CommunicationEquity1.11%
Britannia Industries Ltd.Consumer StaplesEquity1.06%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity1.06%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.01%
Hindalco Industries Ltd.Metals & MiningEquity0.94%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.80%
Cyient Ltd.TechnologyEquity0.79%
Siemens Ltd.Capital GoodsEquity0.62%
Honeywell Automation India Ltd.Capital GoodsEquity0.52%
Kwality Walls India Ltd.Consumer StaplesEquity0.14%
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+16.1%+15.6%+14.4%+13.9%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)421516--

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 ₹2,16,851 Cr and the Latest NAV as of 19 Jan 2026 is ₹595.28. 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₹2,16,850.85 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,