Tata Large Cap Fund

Tata Large Cap Fund

Equity: Large Cap | Growth

5Y CAGR

+10.15%

Fund Size

₹2,783.80 Cr

Min. Investment

₹250

Score

59%

QUICK FUND SUMMARY

Tata Large Cap Fund Growth is an equity mutual fund managing assets worth ₹2,783.80 Cr. The current NAV is ₹513.60 as of Aug 27. It has delivered a 5-year CAGR of 10.15%. Investors can start with a minimum SIP amount of ₹250. The fund primarily holds ICICI Bank Ltd., HDFC Bank Ltd., Bharti Airtel Ltd., Reliance Industries Ltd. and Kotak Mahindra Bank Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Tata Large Cap Fund Details

Fund Size

₹2,783.80 Cr

Type

Equity: Large Cap

Minimum Investment

₹250

NAV (Aug 27)

₹513.60

Plan Type

Regular

Launch Date

07 May 1998

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.21%

Withdrawal Charge

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Tata Large Cap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Tata Large Cap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Tata Large Cap Fund
Tata Large Cap Fund
+4.08%+11.29%+10.15%
ICICI Prudential Large Cap Fund
ICICI Prudential Large Cap Fund
-1.10%+12.34%+12.14%
HDFC Large Cap Fund
HDFC Large Cap Fund
+1.39%+10.69%+12.12%
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Large Cap Fund
+0.46%+10.94%+10.03%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹664

Your Total Value could have reached:

₹4,264

Tata Large Cap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Tata Large Cap Fund

Tata Large Cap Fund is a Growth Equity mutual fund managed by Tata Mutual Fund. It follows a Medium Value Momentum investment strategy. The fund is rated 59/100 on the CRISP scale.

The current NAV of Tata Large Cap Fund is ₹513.60 as of Aug 27.

You can invest in Tata Large Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Tata Large Cap Fund is ₹250.

The expense ratio of Tata Large Cap Fund is 2.21%.

Tata Large Cap Fund has an exit load as follows: for units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Tata Large Cap Fund has a CRISP Score of 59/100, indicating Medium consistency, relative risk within the acceptable range, investment style Medium on Value and Momentum factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Tata Large Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.