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Return

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This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹2,448 Cr

Lock In Period

N/A

Expense Ratio

2.04

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 ₹495.9375 NAV as of Apr 24,2026 and returns since inception of 49.75%. Minimum investments start at SIP ₹100. The Tata Large Cap Fund - Growth AUM is ₹2,448 Cr, with a lock-in of N/A years, expense ratio of 2.04%, 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 9.95% returns, against a category average of 1.36% and a category best of 16.99%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.951.3616.99
6M-4.011.6122.66
1Y2.764.8626.63
3Y14.4113.6787.46

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 managed by Tata Mutual Fund,is a Large-capscheme with Assets Under Management of ₹2,448 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.04. 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
This FundKotak Large Cap Fund - Growth49794.47 CR1.74
This FundHSBC Large Cap Fund Growth51667.5 CR2.16
This FundTata Large Cap Fund - Growth32448.18 CR2.04
This FundIDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth1.978449.6342
This FundHSBC Large Cap Fund Growth2.050349.6892
This FundTata Large Cap Fund - Growth2.756449.7524
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

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 2.04. 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 : 9.95%
  • 6 Months : -4.01%
  • 1 Year : 2.76%
  • 3 Years : 14.41%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 495.9375 as on Apr 24,2026. Since inception, the return has been 49.75%.

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 ₹2,448 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