Tata Large Cap Direct Plan Growth

Tata Large Cap Direct Plan Growth

+12.34%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Aug '26
₹596.88
Min. for SIP
₹100
Fund size (AUM)
₹2,783.80 Cr
Expense ratio
1.23%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,332
+2.22%
3 years₹1,80,000₹1,98,504
+10.28%
5 years₹3,00,000₹3,88,961
+29.65%
10 years₹6,00,000₹11,77,327
+96.22%

Holdings (46)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity9.08%
Bharti Airtel LtdTechnologyEquity5.99%
HDFC Bank LtdFinancialEquity5.84%
Reliance Industries LtdEnergy & UtilitiesEquity4.93%
Bajaj Finance LtdFinancialEquity3.48%
Infosys LtdTechnologyEquity3.08%
State Bank of IndiaFinancialEquity3.03%
Kotak Mahindra Bank LtdFinancialEquity2.80%
Axis Bank LtdFinancialEquity2.74%
Adani Transmission LtdEnergy & UtilitiesEquity2.72%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.63%
Tata Consultancy Services LtdTechnologyEquity2.57%
Sun Pharmaceutical Industries LtdHealthcareEquity2.50%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.44%
Tech Mahindra LtdTechnologyEquity2.25%
Mankind Pharma Ltd.HealthcareEquity2.22%
Interglobe Aviation LtdIndustrialsEquity2.10%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.04%
ITC LtdConsumer StaplesEquity2.02%
JSW Steel LtdMaterialsEquity1.96%
HDFC Asset Management Company LtdFinancialEquity1.88%
Adani Enterprises LtdMaterialsEquity1.87%
Hindustan Unilever LtdConsumer StaplesEquity1.85%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.83%
Solar Industries India LtdMaterialsEquity1.65%
JSW Cement Ltd.MaterialsEquity1.64%
Zomato LtdTechnologyEquity1.63%
NTPC LtdEnergy & UtilitiesEquity1.63%
Bharat Heavy Electricals LtdIndustrialsEquity1.46%
Larsen & Toubro LtdIndustrialsEquity1.41%
Billionbrains Garage Ventures Ltd.FinancialEquity1.40%
Ambuja Cements LtdMaterialsEquity1.40%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.36%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.34%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.33%
Indus Towers LtdTechnologyEquity1.26%
Cipla LtdHealthcareEquity1.22%
Britannia Industries LtdConsumer StaplesEquity1.22%
Westlife Development LtdConsumer DiscretionaryEquity1.10%
Nestle India LtdConsumer StaplesEquity1.08%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.00%
Siemens LtdDiversifiedEquity0.78%
Honeywell Automation India LtdTechnologyEquity0.62%
Cyient LtdTechnologyEquity0.61%
ABB India LtdIndustrialsEquity0.52%
RepoUnspecifiedRepo0.49%
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+12.3%+11.3%+12.6%+13.2%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)332315--

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.

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 ₹2,31,572 Cr and the Latest NAV as of 28 Aug 2026 is ₹596.88. 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₹2,31,572.01 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,