Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
+15.51%
3Y annualised
+0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2025
₹605.23
Rating
4
Min. SIP amount
₹100
Fund size
₹2,827.02Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (42)

NameSectorInstrumentAssets
FinancialEquity9.17%
EnergyEquity5.82%
FinancialEquity4.50%
FinancialEquity4.25%
FinancialEquity4.16%
TechnologyEquity4.07%
ConstructionEquity3.90%
AutomobileEquity3.88%
AutomobileEquity3.66%
TechnologyEquity3.35%
FinancialEquity3.30%
FinancialEquity2.84%
Consumer StaplesEquity2.75%
CommunicationEquity2.42%
Metals & MiningEquity2.18%
FinancialEquity2.17%
AutomobileEquity2.16%
Consumer StaplesEquity2.13%
TechnologyEquity2.04%
InsuranceEquity2.03%
Metals & MiningEquity1.99%
AutomobileEquity1.74%
EnergyEquity1.61%
ConstructionEquity1.55%
EnergyEquity1.51%
Shriram Finance Ltd
FinancialFutures1.50%
AutomobileEquity1.44%
AutomobileEquity1.40%
ConstructionEquity1.39%
FinancialEquity1.32%
ServicesEquity1.31%
EnergyEquity1.27%
Consumer DiscretionaryEquity1.27%
ServicesEquity1.21%
HealthcareEquity1.05%
Consumer StaplesEquity1.03%
Capital GoodsEquity1.03%
Consumer DiscretionaryEquity0.88%
Metals & MiningEquity0.86%
TechnologyEquity0.79%
Capital GoodsEquity0.67%
Capital GoodsEquity0.56%
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
3Y5Y10YAll
Fund returns15.5%18.0%14.3%14.1%
Category average14.3%15.7%13.7%NA
Rank with in category39813NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
6.1%19.4%50,312.32
5
6.6%18.6%6,933.59
5
7.9%18.2%78,159.80
4
5.1%16.1%17,233.68
5
4.6%15.8%40,617.55

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Hasmukh Vishariya
Mar 2025 - Present
View details

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,

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