Home>Mutual Funds>Tata Mutual Fund>Tata Large Cap Fund Regular Growth
shareSHARE

Tata Large Cap Fund Regular Growth-0.52%

9.97%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Tata Large Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV₹256.99 (25 Jan 2021)
Fund Started07 May 1998
Fund Size836 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.0%
5.0%
11.4%
10.9%
Category Average
16.0%
8.3%
14.1%
-
Rank Within Category
104
77
72
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.51%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.1%
Infosys Ltd.TechnologyEquity9.0%
HDFC Bank Ltd.FinancialEquity8.9%
Reliance Industries Ltd.EnergyEquity8.6%
State Bank of IndiaFinancialEquity6.3%
Bharti Airtel Ltd.CommunicationEquity4.9%
Axis Bank Ltd.FinancialEquity4.2%
Mahindra & Mahindra Ltd.AutomobileEquity3.0%
Tata Consultancy Services Ltd.TechnologyEquity2.9%
Kotak Mahindra Bank Ltd.FinancialEquity2.9%
See All

Fund Managers

Rupesh Patel
keyboard_arrow_down

Tata Large Cap Fund Regular Growth Details

Tata Large Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 07 May 1998. Gopal Agrawal is the Current Fund Manager of Tata Large Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹836 Cr and the Latest NAV as of 25 Jan 2021 is ₹256.99.

The Tata Large Cap Fund Regular 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.

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 large-cap, liquid blue-chip companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

Compare Funds

Tata Large Cap Fund Regular Growth
VS
search

About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
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,
Similar Funds