Tata Large Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Large Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹2,553 Cr

Lock In Period

N/A

Expense Ratio

2.24

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Benchmark

BSE Sensex Total Return

Tata Large Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.06-0.3316.99
6M-3.671.5116.27
1Y-7.972.9116.73
3Y9.5213.7487.46

Portfolio Analysis

  • Equity: 97.20%
  • Debt: 2.80%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI BANK LTD9.11%
2. HDFC BANK LTD6.03%
3. KOTAK MAHINDRA BANK LTD3.27%
4. AXIS BANK LTD2.98%

1. INFOSYS LTD2.95%
2. TATA CONSULTANCY SERVICES LTD2.42%
3. TECH MAHINDRA LTD2.27%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.44%
5. CYIENT LTD0.86%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.49%
2. MANKIND PHARMA LTD2.45%
3. CIPLA LTD1.54%

1. BHARTI AIRTEL LTD5.82%

1. RELIANCE INDUSTRIES LTD4.18%

1. BAJAJ FINANCE LTD3.19%
2. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD0.95%

1. ADANI ENERGY SOLUTIONS LTD2.37%
2. POWER GRID CORPORATION OF INDIA LTD1.36%

1. MAHINDRA & MAHINDRA LTD2.31%
2. HYUNDAI MOTOR INDIA LTD1.35%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD3.10%

1. STATE BANK OF INDIA3.09%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.60%
2. HDFC ASSET MANAGEMENT COMPANY LTD1.34%

1. JSW CEMENT LTD1.52%
2. AMBUJA CEMENTS LTD1.32%

1. INTERGLOBE AVIATION LTD2.21%

1. MAX HEALTHCARE INSTITUTE LTD2.19%

1. JSW STEEL LTD2.11%

1. ADANI POWER LTD2.00%

1. ADANI ENTERPRISES LTD1.97%

1. SOLAR INDUSTRIES INDIA LTD1.93%

1. ETERNAL LTD1.88%

1. BHARAT HEAVY ELECTRICALS LTD1.63%

1. URBAN COMPANY LTD1.54%

1. PB FINTECH LTD1.48%

1. LARSEN & TOUBRO LTD1.47%

1. SIEMENS LTD0.84%
2. HONEYWELL AUTOMATION INDIA LTD0.59%

1. WESTLIFE FOODWORLD LTD1.39%

1. BRITANNIA INDUSTRIES LTD1.19%
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About Fund Tata Large Cap Fund - Growth

Tata Large Cap Fund - Growth managed by Tata Mutual Fund,is a Large-capscheme with Assets Under Management of ₹2,553 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.24. 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.

Fund Managers

Abhinav Sharma

Mr. Abhinav Sharmaholds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta. Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Canara Robeco Large Cap Fund Growth215,962 CR1.76
HSBC Large Cap Fund Growth51,754 CR2.33
Tata Large Cap Fund - Growth32,552 CR2.24
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundCanara Robeco Large Cap Fund Growth-9.62330.285
This FundHSBC Large Cap Fund Growth-6.784831.017
This FundTata Large Cap Fund - Growth-7.971831.3617
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

Tata Large Cap Fund - Growth 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 2.24. 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 : 1.06%
  • 6 Months : -3.67%
  • 1 Year : -7.97%
  • 3 Years : 9.52%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 483.1046 as on Oct 30,2026. Since inception, the return has been 31.36%.

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 ₹2,553 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.
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