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Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
51.50%
1Y return
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹338.16
Min. SIP Amount₹500
Rating2star
Fund Size₹968.24 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.5%13.6%13.2%14.1%
Category average48.0%13.9%14.2%NA
Rank with in category81537NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.3%
HDFC Bank Ltd.FinancialEquity8.0%
Infosys Ltd.TechnologyEquity7.5%
Reliance Industries Ltd.EnergyEquity7.0%
State Bank of India
FinancialEquity6.5%
Axis Bank Ltd.FinancialEquity4.4%
Bharti Airtel Ltd.CommunicationEquity4.1%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Tata Steel Ltd.MetalsEquity2.9%
See All

Pros and cons

Category: Equity Large Cap

Pros

  • 1Y Returns are higher than the category average returns

Cons

  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.71%

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 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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rupesh Patel
Jun 2018 - Present
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Venkat Samala
Nov 2020 - Present
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Fund house & investment objective

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Fund house contact details

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