AS
Amey SatheFund Manager Since 30 Jun 2021
EquityLarge-Cap
Tata Large Cap Fund Direct Plan Growth
3Y Annualised
15.61%
-0.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.44%
-0.12% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 9 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹2452.63 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL. On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1% 3)Redemption after expiry of 365 days from the date of allotment-NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Bluechip Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
4th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
10.51%
219th
Tata Large Cap Fund Direct Plan Growth
2.44%
Fund Managers
VS
Venkat SamalaFund Manager Since 26 Nov 2020
About Tata Large Cap Fund Direct Plan Growth
Tata Large Cap Fund Direct Plan Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Tata Large Cap Fund Direct Plan Growth has ₹2452.63 Cr worth of assets under management (AUM) as of Fri May 02 2025. The latest Net Asset Value (NAV) of Tata Large Cap Fund Direct Plan Growth as of Wed Apr 30 2025 is ₹554.312. The fund has an expense ratio of 1.04%, which is medium comparable to most other Equity funds.
Tata Large Cap Fund Direct Plan Growth returns for the last 1 year are 6.75%. Since launch, it has delivered 14.14% average annual returns.
The Tata Large Cap Fund Direct Plan Growth has the majority of its money invested in Financial Services, Energy, Industrials, Technology, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Tata Large Cap Fund Direct Plan Growth.
- HDFC Bank Ltd: 9.59%
- Kotak Mahindra Bank Ltd: 6.19%
- ICICI Bank Ltd: 4.76%
- Reliance Industries Ltd: 4.68%
- Axis Bank Ltd: 4.13%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Large Cap Fund Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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