Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
14.01%
3Y annualised
+1.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Apr 2025₹547.20
Min. SIP amount₹100
Rating3
Fund size₹2,452.63Cr

Return calculator

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.8%14.0%23.4%14.0%
Category average7.2%12.9%21.9%NA
Rank with in category513412NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
8.8%19.1%37,546.38
5
10.3%17.1%64,962.52
4
8.7%15.5%1,156.58
4
12.9%15.2%14,965.25
4
10.8%14.9%1,765.87

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity9.59%
FinancialEquity6.19%
FinancialEquity4.76%
EnergyEquity4.68%
FinancialEquity4.13%
ConstructionEquity3.86%
TechnologyEquity3.57%
AutomobileEquity3.17%
FinancialEquity2.58%
HealthcareEquity2.58%
CommunicationEquity2.30%
EnergyEquity2.19%
InsuranceEquity2.10%
Consumer StaplesEquity2.03%
FinancialEquity2.01%
Metals & MiningEquity1.86%
TechnologyEquity1.79%
Consumer StaplesEquity1.73%
HealthcareEquity1.65%
EnergyEquity1.63%
EnergyEquity1.58%
ConstructionEquity1.49%
AutomobileEquity1.48%
HealthcareEquity1.40%
ConstructionEquity1.31%
Metals & MiningEquity1.23%
AutomobileEquity1.21%
ServicesEquity1.18%
TechnologyEquity1.16%
Capital GoodsEquity1.15%
Capital GoodsEquity1.12%
Consumer StaplesEquity1.07%
AutomobileEquity1.07%
HealthcareEquity1.06%
FinancialEquity1.04%
FinancialEquity1.02%
FinancialEquity1.02%
ServicesEquity0.98%
Capital GoodsEquity0.88%
ServicesEquity0.87%
TechnologyEquity0.83%
ConstructionEquity0.83%
ServicesEquity0.83%
ChemicalsEquity0.82%
Consumer StaplesEquity0.78%
CommunicationEquity0.65%
Capital GoodsEquity0.62%
ConstructionEquity0.58%
EnergyEquity0.57%
ConstructionEquity0.04%
See All

Expense ratio, exit load and tax

Expense ratio: 1.04%

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

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,

Compare funds

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