Tata Large Cap Fund - Growth - Direct Plan

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  • (-1.51%)Nav, as on 11-02-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Large Cap Fund -Direct Plan Growth 0.05 -3.76 10.24 12.96 16.40 14.14
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Large Cap Fund -Direct Plan Growth Jan 01, 2013 Unrated 10.24 12.96 16.40 1.05 2,408.42
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 11.22 18.47 19.48 0.71 35,667.30
UTI Large Cap Fund-Growth Option - Direct Jan 01, 2013 Unrated 11.56 10.45 15.72 0.95 12,481.94
Kotak Bluechip Fund - Growth - Direct Jan 01, 2013 Unrated 11.92 13.30 17.16 0.62 9,267.66
BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option Jan 02, 2013 9.75 14.63 17.00 0.82 2,347.68
Bandhan Large Cap Fund-Direct Plan-Growth Jan 01, 2013 Unrated 10.88 12.94 16.75 0.93 1,726.24

Fund Holdings as on 31-January-2025

  • HDFC BANK LTD

  • KOTAK MAHINDRA BANK LTD

  • RELIANCE INDUSTRIES LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • MAHINDRA & MAHINDRA LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • STATE BANK OF INDIA

  • INDUSIND BANK LTD

  • HINDUSTAN UNILEVER LTD

  • BHARTI AIRTEL LTD

  • TATA CONSULTANCY SERVICES LTD

  • NTPC LTD

  • HDFC LIFE INSURANCE CO. LTD

  • WIPRO LTD

  • MARICO LTD

  • BAJAJ FINANCE LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • DIVI LABORATORIES LTD

  • DR REDDYS LABORATORIES LTD

  • HYUNDAI MOTOR INDIA LTD

  • CASH / NET CURRENT ASSET

  • ADANI ENERGY SOLUTIONS LTD

  • TECH MAHINDRA LTD

  • SHREE CEMENT LTD

  • JSW STEEL LTD

  • SIEMENS LTD

  • AMBUJA CEMENTS LTD

  • GRANULES INDIA LTD

  • HAVELLS INDIA LTD

  • KARUR VYSYA BANK LTD

  • DABUR INDIA LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • SWIGGY LTD

  • GAIL ( INDIA ) LTD

  • HERO MOTOCORP LTD

  • POWER FINANCE CORPORATION LTD

  • MUTHOOT FINANCE LTD

  • CYIENT LTD

  • COLGATE-PALMOLIVE INDIA LTD

  • DLF LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • BERGER PAINTS INDIA LTD

  • ICICI LOMBARD GENERAL INSURANCE CO. LTD

  • HONEYWELL AUTOMATION INDIA LTD

  • INTERGLOBE AVIATION LTD

  • INDUS TOWERS LTD

  • KAJARIA CERAMICS LTD

  • WESTLIFE FOODWORLD LTD

  • BHARAT PETROLEUM CORPORATION LTD

  • A) REPO

  • GRASIM INDUSTRIES LTD

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Insurance

  • Cement & Construction Materials

  • Bank - Public

  • Electric Equipment

  • Miscellaneous

  • Consumer Food

  • Steel & Iron Products

  • Port

  • e-Commerce

  • Industrial Gases & Fuels

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Paints

  • Consumer Durables - Electronics

  • Airlines

  • Ceramics/Marble/Granite/Sanitaryware

  • Restaurants

  • Diversified

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  • Cash

  • Equity

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About Tata Large Cap Fund

Scheme Analysis

Tata Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Tata Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹2,408.42 crore. Tata Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Tata Large Cap Fund ended down ₹-8.12(-1.51%)yesterday to ₹530.958.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Large Cap Fund is managed by Abhinav Sharma and Kapil Malhotra.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782