| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.70% |
| NAV | ₹237.03 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹716 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 14.7% |
| Infosys Ltd. | Technology | Equity | 10.3% |
| HDFC Bank Ltd. | Financial | Equity | 8.8% |
| ICICI Bank Ltd. | Financial | Equity | 7.3% |
| State Bank of India | Financial | Equity | 4.9% |
| Bharti Airtel Ltd. | Communication | Equity | 4.7% |
| Ultratech Cement Ltd. | Construction | Equity | 3.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.3% |
| Cipla Ltd. | Healthcare | Equity | 3.1% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.1% |
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 01 Jan 2013. Gopal Agrawal is the Current Fund Manager of Tata Large Cap Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹716 Cr and the Latest NAV as of 23 Oct 2020 is ₹237.03.
The Tata Large Cap Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
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.
Returns 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.