Name: Tata Large Cap Direct Plan Growth
Brand: Tata Mutual Fund

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Tata Large Cap Direct Plan Growth
Equity
Large Cap
Very High Risk
18.36%
3Y annualised
-2.60% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 26 Nov 2021₹360.62
Min. SIP amount₹500
Rating2
Fund size₹1,102.23Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns41.6%18.4%15.9%14.3%
Category average48.0%13.9%14.2%NA
Rank with in category61835NA
Understand terms
Holdings (45)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.8%
HDFC Bank Ltd.
FinancialEquity7.2%
Reliance Industries Ltd.
EnergyEquity7.0%
Infosys Ltd.
TechnologyEquity6.8%
State Bank of India
FinancialEquity6.2%
Axis Bank Ltd.
FinancialEquity3.8%
Bharti Airtel Ltd.
CommunicationEquity3.4%
Tata Consultancy Services Ltd.
TechnologyEquity3.2%
Larsen & Toubro Ltd.
ConstructionEquity3.2%
Wipro Ltd.
TechnologyEquity2.4%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Large Cap
Pros
3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.66%
Cons
Low rating: 2
1Y annualised returns lower than category average by 2.09%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2021 - Present
1.66%
30 Sep 2021 - 31 Oct 2021
1.67%
31 Aug 2021 - 30 Sep 2021
1.68%
31 Jul 2021 - 31 Aug 2021
1.71%
30 Jun 2021 - 31 Jul 2021
1.71%
31 May 2021 - 30 Jun 2021
1.72%
30 Apr 2021 - 31 May 2021
1.74%
31 Mar 2021 - 30 Apr 2021
1.66%
28 Feb 2021 - 31 Mar 2021
1.64%
31 Jan 2021 - 28 Feb 2021
1.68%
31 Dec 2020 - 31 Jan 2021
1.67%
30 Nov 2020 - 31 Dec 2020
1.67%
31 Oct 2020 - 30 Nov 2020
1.70%
30 Sep 2020 - 31 Oct 2020
1.73%
31 Aug 2020 - 30 Sep 2020
1.70%
31 Jul 2020 - 31 Aug 2020
1.70%
30 Jun 2020 - 31 Jul 2020
1.71%
31 May 2020 - 30 Jun 2020
1.73%
30 Apr 2020 - 31 May 2020
1.72%
31 Mar 2020 - 30 Apr 2020
1.87%
29 Feb 2020 - 31 Mar 2020
1.81%
31 Jan 2020 - 29 Feb 2020
1.78%
31 Dec 2019 - 31 Jan 2020
1.77%
30 Nov 2019 - 31 Dec 2019
1.76%
31 Oct 2019 - 30 Nov 2019
1.77%
30 Sep 2019 - 31 Oct 2019
1.38%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.37%
30 Jun 2019 - 31 Jul 2019
1.34%
31 May 2019 - 30 Jun 2019
0.52%
30 Apr 2019 - 31 May 2019
0.52%
31 Mar 2019 - 30 Apr 2019
0.46%
28 Feb 2019 - 31 Mar 2019
0.42%
31 Jan 2019 - 28 Feb 2019
0.43%
31 Dec 2018 - 31 Jan 2019
0.43%
30 Nov 2018 - 31 Dec 2018
0.43%
31 Oct 2018 - 30 Nov 2018
0.86%
30 Sep 2018 - 31 Oct 2018
0.86%
31 Aug 2018 - 30 Sep 2018
0.86%
31 Jul 2018 - 31 Aug 2018
0.74%
30 Jun 2018 - 31 Jul 2018
0.86%
31 May 2018 - 30 Jun 2018
1.05%
30 Apr 2018 - 31 May 2018
1.05%
31 Mar 2018 - 30 Apr 2018
1.05%
31 Jan 2018 - 31 Mar 2018
1.04%
31 Dec 2017 - 31 Jan 2018
1.04%
30 Nov 2017 - 31 Dec 2017
1.04%
31 Oct 2017 - 30 Nov 2017
1.04%
Expense ratio, exit load and taxExpense ratio: 1.66%Inclusive of GST
Exit loadFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementRupesh Patel
Jun 2018 - Present
View details
Education
Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
Experience
Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.
Also manages these schemes
Tata Ethical Fund Regular Growth
Tata India Tax Savings Fund IDCW
Tata Large Cap Fund Regular Growth
Tata Infrastructure Fund Regular Growth
Tata Ethical Fund Regular IDCW
Tata Infrastructure Fund Regular IDCW
Tata Large Cap Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Nippon India Tax Saver (ELSS) Fund Growth
Nippon India Tax Saver (ELSS) Fund IDCW
Tata Infrastructure Tax Saving Fund Growth
Tata Infrastructure Tax Saving Fund IDCW
Nippon India Tax Saver (ELSS) Fund Direct IDCW
Nippon India Tax Saver (ELSS) Fund Direct Growth
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Ethical Direct Plan IDCW
Tata Ethical Direct Plan Growth
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Infrastructure Direct Plan Growth
Tata Infrastructure Direct Plan IDCW
Tata India Tax Savings Fund Direct IDCW
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Growth
Nippon India Tax Saver (ELSS) Fund Direct IDCW Yearly
Nippon India Tax Saver (ELSS) Fund IDCW Yearly
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Ennette Fernandes
Jun 2018 - Present
View details
Education
Ms. Fernandes is B.com & PGDBM
Experience
Prior to joining Canara Robeco Mutual Fund she has worked with Tata Asset Management Limited and Philip Capital (India) Pvt. Ltd.
Also manages these schemes
Tata Ethical Fund Regular Growth
Tata India Tax Savings Fund IDCW
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Ethical Fund Regular IDCW
Tata Large Cap Fund Regular IDCW
Tata Midcap Growth Fund Regular IDCW
Tata Midcap Growth Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
Tata Retirement Savings Fund Progressive Plan Regular Growth
Tata Retirement Savings Fund Moderate Plan Regular Growth
Tata Retirement Savings Fund Conservative Plan Regular Growth
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Ethical Direct Plan IDCW
Tata Ethical Direct Plan Growth
Tata Midcap Growth Direct Plan IDCW
Tata Midcap Growth Direct Plan Growth
Tata Retirement Savings Fund Progressive Plan Direct Growth
Tata Retirement Savings Fund Moderate Plan Direct Growth
Tata Retirement Savings Fund Conservative Plan Direct Growth
Tata India Tax Savings Fund Direct IDCW
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Growth
Tata India Consumer Fund Regular IDCW
Tata India Consumer Fund Regular Growth
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct IDCW
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Amey Sathe
Mar 2021 - Present
View details
Education
Mr. Sathe is MMS & CFA
Experience
Prior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Young Citizens Regular
Tata Equity PE Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Equity PE Fund IDCW Trigger Option B Regular IDCW
Tata Equity PE Fund IDCW Trigger Option A Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Equity PE Fund Direct Growth
Tata Equity PE Fund IDCW Trigger Option A Direct IDCW
Tata Equity PE Fund IDCW Trigger Option B Direct IDCW
Tata Banking and Financial Services Fund Direct IDCW
Tata Banking and Financial Services Fund Regular IDCW
Tata Banking and Financial Services Fund Direct Growth
Tata Banking and Financial Services Fund Regular Growth
Venkat Samala
Nov 2020 - Present
View details
Education
Mr. Samala is a MBA
Experience
Prior to joining Tata Asset Management Ltd as Research Analyst, tracking textiles, building materials, aviation, real estate and hospitality sectors, he has worked with Quality Engineering & Software Technologies Pvt Ltd an aerospace services firm as a senior design engineer.
Also manages these schemes
Tata Large Cap Fund Regular Growth
Tata Large Cap Fund Regular IDCW
Tata Large Cap Direct Plan IDCW
Tata Large Cap Direct Plan Growth
Tata Digital India Fund Direct IDCW
Tata Digital India Fund Regular IDCW
Tata Digital India Fund Regular Growth
Tata Digital India Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct IDCW
Tata Focused Equity Fund Regular Growth
Tata Focused Equity Fund Regular IDCW
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Regular Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹61,612.23Cr
Date of Incorporation30 Jun 1995
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 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 30 Jun 1995. 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 ₹61,612 Cr and the Latest NAV as of 26 Nov 2021 is ₹360.62.
The Tata Large Cap Direct Plan Growth is rated Very 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....Read more
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 larg
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.
...Read more
Fund benchmarkS&P BSE Sensex TRI
Scheme Information Document(SID)
Fund house contact details
Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
E-mail
[email protected]
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	41.6%	18.4%	15.9%	14.3%
Category average	48.0%	13.9%	14.2%	NA
Rank with in category	6	18	35	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.8%
HDFC Bank Ltd.	Financial	Equity	7.2%
Reliance Industries Ltd.	Energy	Equity	7.0%
Infosys Ltd.	Technology	Equity	6.8%
State Bank of India	Financial	Equity	6.2%
Axis Bank Ltd.	Financial	Equity	3.8%
Bharti Airtel Ltd.	Communication	Equity	3.4%
Tata Consultancy Services Ltd.	Technology	Equity	3.2%
Larsen & Toubro Ltd.	Construction	Equity	3.2%
Wipro Ltd.	Technology	Equity	2.4%

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

Rating	2
Fund size	₹1,102.23Cr

Rank (total assets)	#14 in India
Total AUM	₹61,612.23Cr