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Tata Large Cap Fund - Growth Return

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  • 6M
  • 1Y
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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)

₹2,682 Cr

Lock In Period

N/A

Expense Ratio

1.96

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(%)
1M3.401.0416.99
6M-4.472.1222.66
1Y0.354.9626.63
3Y11.5015.4887.46

Portfolio Analysis

  • Equity: 97.59%
  • Debt: 2.41%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI BANK LTD8.25%
2. HDFC BANK LTD6.03%
3. KOTAK MAHINDRA BANK LTD3.57%
4. AXIS BANK LTD2.97%

1. INFOSYS LTD3.28%
2. TATA CONSULTANCY SERVICES LTD2.54%
3. TECH MAHINDRA LTD2.10%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.38%
5. CYIENT LTD0.68%

1. RELIANCE INDUSTRIES LTD5.17%
2. BHARAT PETROLEUM CORPORATION LTD1.11%

1. BHARTI AIRTEL LTD5.76%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.01%
2. MANKIND PHARMA LTD1.82%
3. CIPLA LTD0.99%

1. ADANI ENERGY SOLUTIONS LTD2.98%
2. POWER GRID CORPORATION OF INDIA LTD1.44%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD2.16%
2. HDFC ASSET MANAGEMENT COMPANY LTD1.99%

1. AMBUJA CEMENTS LTD2.00%
2. JSW CEMENT LTD1.66%

1. LARSEN & TOUBRO LTD3.54%

1. MAHINDRA & MAHINDRA LTD2.27%
2. HYUNDAI MOTOR INDIA LTD1.22%

1. STATE BANK OF INDIA2.95%

1. BAJAJ FINANCE LTD2.88%

1. NESTLE INDIA LTD1.48%
2. BRITANNIA INDUSTRIES LTD1.22%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.64%

1. INDIAN HOTELS CO. LTD1.53%
2. WESTLIFE FOODWORLD LTD1.01%

1. INTERGLOBE AVIATION LTD2.14%

1. JSW STEEL LTD2.05%

1. HINDUSTAN UNILEVER LTD1.97%

1. NTPC LTD1.88%

1. HINDUSTAN ZINC LTD1.65%

1. BHARAT HEAVY ELECTRICALS LTD1.55%

1. INDUS TOWERS LTD1.48%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.48%

1. SIEMENS LTD0.82%
2. HONEYWELL AUTOMATION INDIA LTD0.60%

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 ₹2,682 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 1.96. 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 - Growth410516.39 CR1.76
JM Large Cap Fund Growth2415.75 CR2.45
Tata Large Cap Fund - Growth32681.7 CR1.96
IDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth-2.043338.267
This FundJM Large Cap Fund Growth-2.258638.527
This FundTata Large Cap Fund - Growth0.348338.6148
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 1.96. 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 : 3.40%
  • 6 Months : -4.47%
  • 1 Year : 0.35%
  • 3 Years : 11.50%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 510.1408 as on Jul 03,2026. Since inception, the return has been 38.61%.

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 ₹2,682 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.