Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2025₹540.99
Min. SIP amount₹100
Rating3
Fund size₹2,267.20Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹47,734
Would have become ₹47,084 (-1.27%)

Holdings (52)

NameSectorInstrumentAssets
FinancialEquity9.83%
FinancialEquity5.45%
EnergyEquity4.76%
FinancialEquity4.60%
TechnologyEquity4.15%
FinancialEquity4.12%
ConstructionEquity3.78%
AutomobileEquity3.33%
HealthcareEquity2.56%
FinancialEquity2.49%
CommunicationEquity2.25%
Consumer StaplesEquity2.13%
FinancialEquity2.07%
EnergyEquity2.07%
InsuranceEquity2.01%
TechnologyEquity1.87%
TechnologyEquity1.84%
Metals & MiningEquity1.80%
Consumer StaplesEquity1.72%
HealthcareEquity1.69%
AutomobileEquity1.62%
HealthcareEquity1.48%
EnergyEquity1.48%
ConstructionEquity1.44%
EnergyEquity1.32%
TechnologyEquity1.31%
ConstructionEquity1.23%
Capital GoodsEquity1.16%
ServicesEquity1.16%
Consumer StaplesEquity1.13%
HealthcareEquity1.09%
FinancialEquity1.06%
Capital GoodsEquity1.06%
EnergyEquity1.03%
FinancialEquity0.99%
FinancialEquity0.99%
AutomobileEquity0.97%
ServicesEquity0.95%
TechnologyEquity0.89%
Consumer StaplesEquity0.87%
ChemicalsEquity0.86%
ConstructionEquity0.84%
Capital GoodsEquity0.79%
ServicesEquity0.79%
InsuranceEquity0.75%
ServicesEquity0.71%
CommunicationEquity0.68%
Capital GoodsEquity0.67%
ConstructionEquity0.62%
EnergyEquity0.52%
FinancialEquity0.30%
ConstructionEquity0.04%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.6%14.0%24.8%14.0%
Category average5.5%13.0%23.6%NA
Rank with in category143420NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
7.7%19.1%34,211.60
5
7.7%16.9%60,177.20
4
10.3%14.6%13,848.24
5
1.3%14.6%457.68
4
8.8%14.4%1,634.08

Expense ratio, exit load and tax

Expense ratio: 1.06%

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Tata Large Cap Direct Plan Growth
VS
Add mutual fund to compare
MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
nullth
Next SIP instalment on 29 of Mar
â“’ 2016-2025 Groww. All rights reserved, Built with ♥in India
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ