Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹2,784 Cr
Lock In Period
N/A
Expense Ratio
1.99
Benchmark
BSE Sensex Total Return
Exit Load
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
Summary
Latest details for Tata Large Cap Fund - Growth include a ₹459.4291 NAV as of Apr 01,2026 and returns since inception of 37.74%. Minimum investments start at SIP ₹100. The Tata Large Cap Fund - Growth AUM is ₹2,784 Cr, with a lock-in of N/A years, expense ratio of 1.99%, and benchmark BSE Sensex Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -12.02% returns, against a category average of -2.06% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -12.02 | -2.06 | 16.99 |
| 6M | -9.40 | 0.72 | 22.66 |
| 1Y | -4.41 | 4.43 | 26.63 |
| 3Y | 11.26 | 13.17 | 87.46 |
Portfolio Analysis
- Equity: 97.09%
- Debt: 2.91%
- Others
As on: 2026-02-28
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About Fund
Tata Large Cap Fund - Growth managed by Tata Mutual Fund,is a Large-capscheme with Assets Under Management of ₹2,784 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 1.99. Under the expert guidance of Abhinav Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Large Cap Fund - Plan B Growth | 0 | 1476.88 CR | 1.99 |
| This FundFranklin India Large Cap Fund - Growth Growth | 4 | 7580.19 CR | 1.86 |
| This FundTata Large Cap Fund - Growth | 3 | 2783.6 CR | 1.99 |
| This FundIDBI India Top 100 Equity Fund Growth | 3 | 654.87 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Large Cap Fund - Plan B Growth | -4.069 | 37.1084 |
| This FundFranklin India Large Cap Fund - Growth Growth | -2.8356 | 37.4224 |
| This FundTata Large Cap Fund - Growth | -4.4088 | 37.7449 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
FAQs
Tata Large Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Large Cap Fund - Growth is 1.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Large Cap Fund - Growth’s fund performance is as follows:
- 1 Month : -12.02%
- 6 Months : -9.40%
- 1 Year : -4.41%
- 3 Years : 11.26%
You can invest in Tata Large Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Large Cap Fund - Growth is ₹2,784 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Large Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500