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Tata Large Cap Fund - Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
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Showing Funds Performance since Sep 07, 2020

Tata Large Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹2,688 Cr

Lock In Period

N/A

Expense Ratio

2

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

Summary

Tata Large Cap Fund - Growth NAV is ₹489.9662 as of 16 May, 2026. Tata Large Cap Fund - Growth has delivered 41.37% returns since its launch. The minimum SIP investment amount in Tata Large Cap Fund - Growth is ₹100. The AUM of Tata Large Cap Fund - Growth is ₹2,688 Cr. The expense ratio of the fund is 2%, and its benchmark is BSE Sensex Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Large Cap Fund - Growth has delivered 0.56% returns.

Tata Large Cap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.56-1.2816.99
6M-5.520.5922.66
1Y0.122.8126.63
3Y12.239.1487.46

Portfolio Analysis

  • Equity: 96.61%
  • Debt: 3.39%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI BANK LTD9.06%
2. HDFC BANK LTD6.49%
3. AXIS BANK LTD3.89%
4. KOTAK MAHINDRA BANK LTD3.60%
5. INDUSIND BANK LTD1.54%

1. INFOSYS LTD3.87%
2. TATA CONSULTANCY SERVICES LTD2.91%
3. TECH MAHINDRA LTD2.15%
4. CYIENT LTD0.62%

1. RELIANCE INDUSTRIES LTD5.76%

1. TATA STEEL LTD2.63%
2. JSW STEEL LTD2.43%

1. STATE BANK OF INDIA3.28%
2. BANK OF BARODA1.52%

1. MAHINDRA & MAHINDRA LTD2.86%
2. HYUNDAI MOTOR INDIA LTD1.23%

1. NTPC LTD1.98%
2. ADANI POWER LTD1.55%

1. ADANI ENERGY SOLUTIONS LTD1.75%
2. POWER GRID CORPORATION OF INDIA LTD1.61%

1. LARSEN & TOUBRO LTD3.33%

1. JSW CEMENT LTD1.54%
2. AMBUJA CEMENTS LTD1.31%

1. BAJAJ FINANCE LTD2.78%

1. NESTLE INDIA LTD1.48%
2. BRITANNIA INDUSTRIES LTD1.10%

1. BHARTI AIRTEL LTD2.37%

1. INTERGLOBE AVIATION LTD2.09%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.08%

1. HINDUSTAN UNILEVER LTD2.06%

1. WHIRLPOOL OF INDIA LTD1.08%
2. LG ELECTRONICS INDIA LTD0.88%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.87%

1. HDFC LIFE INSURANCE CO. LTD1.81%

1. MANKIND PHARMA LTD1.68%

1. UPL LTD1.39%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.31%

1. INDUS TOWERS LTD1.28%

1. WESTLIFE FOODWORLD LTD1.19%

1. SIEMENS LTD0.69%
2. HONEYWELL AUTOMATION INDIA LTD0.48%

1. HINDALCO INDUSTRIES LTD1.08%

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 ₹2,688 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2. 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
Kotak Large Cap Fund - Growth410599.29 CR1.77
Tata Large Cap Fund - Growth32687.58 CR2
IDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth-2.26340.4769
This FundTata Large Cap Fund - Growth0.122241.3663
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. 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 : 0.56%
  • 6 Months : -5.52%
  • 1 Year : 0.12%
  • 3 Years : 12.23%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 489.9662 as on May 15,2026. Since inception, the return has been 41.37%.

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 ₹2,688 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.