Tata Large Cap Fund Growth

Equity
Large Cap
Very High Risk
+15.55%
3Y annualised
+0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct 2025
₹521.30
Rating
4
Min. SIP amount
Not Supported
Fund size
₹2,683.81Cr

Return calculator

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

Holdings (46)

NameSectorInstrumentAssets
FinancialEquity9.11%
EnergyEquity5.34%
FinancialEquity4.45%
FinancialEquity4.35%
TechnologyEquity3.96%
AutomobileEquity3.88%
FinancialEquity3.88%
AutomobileEquity3.73%
ConstructionEquity3.69%
FinancialEquity3.35%
Consumer StaplesEquity2.95%
TechnologyEquity2.82%
FinancialEquity2.67%
FinancialEquity2.29%
CommunicationEquity2.27%
Metals & MiningEquity2.26%
InsuranceEquity2.11%
Metals & MiningEquity2.11%
AutomobileEquity2.07%
Consumer StaplesEquity2.05%
ConstructionEquity1.69%
EnergyEquity1.66%
AutomobileEquity1.63%
AutomobileEquity1.63%
TechnologyEquity1.57%
ConstructionEquity1.53%
EnergyEquity1.49%
EnergyEquity1.39%
FinancialEquity1.39%
AutomobileEquity1.29%
ServicesEquity1.28%
ServicesEquity1.16%
HealthcareEquity1.06%
Capital GoodsEquity1.04%
HealthcareEquity1.03%
ConstructionEquity0.94%
Capital GoodsEquity0.89%
Metals & MiningEquity0.85%
TechnologyEquity0.85%
EnergyEquity0.85%
Consumer DiscretionaryEquity0.82%
Capital GoodsEquity0.67%
Capital GoodsEquity0.61%
HealthcareEquity0.53%
Consumer StaplesEquity0.44%
ConstructionEquity0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.8%15.6%19.5%18.8%
Category average6.1%15.8%18.8%NA
Rank with in category935127NA
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Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
9.0%19.9%46,463.11
5
8.0%18.5%73,034.52
5
6.6%17.8%6,620.66
5
4.6%16.7%38,251.04
4
6.8%15.5%7,668.77

Expense ratio, exit load and tax

Expense ratio: 1.99%

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

Education
Chartered Accountant
Experience
Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Also manages these schemes

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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