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Tata Mutual Fund

Tata Large Cap Direct Plan - Growth

NAV
returns change indicator
254.3100
as on 17 Jan 2020, 08:40 PM
-0.0633(0.02%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research
Videos: for Tata Mutual Fund
Tata Large Cap Fund

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
18th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
137,136
star
142,647
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
42,647
Profit (absolute return)
42.65%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
7.75%
In the last 6 months
4.78%
In the last 1 year
14.89%
In the last 3 years
42.65%
In the last 5 years
58.37%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Tata Large Cap Direct Plan - Growth
Tata Large Cap Direct Plan - Growth
as of 17 Jan 2020, 08:40 PM
812.72 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
1.76%
Expense Ratio
Plan
Growth
0.81%
Cash Holding
Benchmark
S&P BSE Sensex Total Return Index
Scheme Document
Benchmark
S&P BSE Sensex Total Return Index
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
Financial
47.14%
383.09 Cr
Energy
15.29%
124.25 Cr
Technology
11.70%
95.07 Cr
Construction
8.03%
65.23 Cr
Cons Durable
5.71%
46.44 Cr
Healthcare
3.74%
30.42 Cr
Engineering
3.08%
25.03 Cr
FMCG
2.37%
19.23 Cr
Communication
2.08%
16.86 Cr
Cash Holding
0.81%
6.58 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
ICICI Bank Ltd.
9.81%
79.73 Cr
HDFC Bank Ltd.
9.13%
74.20 Cr
State Bank of India
7.82%
63.55 Cr
Axis Bank Ltd.
7.14%
58.03 Cr
Infosys Ltd.
6.39%
51.93 Cr
Reliance Industries Ltd.
6.15%
49.98 Cr
Larsen & Toubro Ltd.
5.69%
46.24 Cr
Housing Development Finance Corpn. Ltd.
5.05%
41.04 Cr
Kotak Mahindra Bank Ltd.
4.14%
33.65 Cr
Bajaj Finance Ltd.
4.04%
32.83 Cr
View All
View All

About Tata Large Cap Direct Plan - Growth

Tata Large Cap Direct Plan - Growth is a Equity mutual fund scheme from Tata Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Rupesh Patel and Ennettee Fernandes. It has an AUM of ₹812.72 Crores and the latest NAV decalared is ₹254.310 as on 17 Jan 2020 at 8:40 pm.
Tata Large Cap Direct Plan - Growth scheme return performance in last 1 year is 14.89%, in last 3 years is 42.65% and 132.57% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:812.72 Cr
Category:Equity: Large Cap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme 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.

AMC Information

Tata Mutual Fund
Tata Mutual Fund
View AMC Details
51,777.17 Cr
AUM
92
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101