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)

₹2,765 Cr

Lock In Period

N/A

Expense Ratio

2.22

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(%)
1M-5.20-1.4816.99
6M-2.072.2116.27
1Y-6.933.0716.73
3Y7.9813.9287.46

Portfolio Analysis

  • Equity: 97.55%
  • Debt: 2.45%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI BANK LTD9.26%
2. HDFC BANK LTD5.57%
3. KOTAK MAHINDRA BANK LTD3.03%
4. AXIS BANK LTD2.92%

1. INFOSYS LTD3.11%
2. TATA CONSULTANCY SERVICES LTD2.62%
3. TECH MAHINDRA LTD2.24%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.39%
5. CYIENT LTD0.85%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.51%
2. MANKIND PHARMA LTD2.19%
3. CIPLA LTD1.49%

1. BHARTI AIRTEL LTD5.54%

1. RELIANCE INDUSTRIES LTD4.85%

1. BAJAJ FINANCE LTD3.25%
2. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD1.01%

1. MAHINDRA & MAHINDRA LTD2.37%
2. HYUNDAI MOTOR INDIA LTD1.35%

1. ADANI ENERGY SOLUTIONS LTD2.36%
2. POWER GRID CORPORATION OF INDIA LTD1.27%

1. STATE BANK OF INDIA3.15%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.99%

1. JSW CEMENT LTD1.56%
2. AMBUJA CEMENTS LTD1.31%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.44%
2. HDFC ASSET MANAGEMENT COMPANY LTD1.42%

1. MAX HEALTHCARE INSTITUTE LTD2.26%

1. INTERGLOBE AVIATION LTD2.14%

1. JSW STEEL LTD2.03%

1. SOLAR INDUSTRIES INDIA LTD1.82%

1. ADANI ENTERPRISES LTD1.79%

1. ETERNAL LTD1.78%

1. HINDUSTAN UEVER LTD1.74%

1. BHARAT HEAVY ELECTRICALS LTD1.60%

1. NTPC LTD1.55%

1. LARSEN & TOUBRO LTD1.46%

1. SIEMENS LTD0.84%
2. HONEYWELL AUTOMATION INDIA LTD0.58%

1. INDUS TOWERS LTD1.27%

1. WESTLIFE FOODWORLD LTD1.25%

1. BRITANNIA INDUSTRIES LTD1.19%

1. PB FINTECH LTD1.09%
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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 ₹2,765 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.22. 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
Aditya Birla Sun Life Large Cap Fund Growth329,710 CR1.67
Kotak Large Cap Fund - Growth410,937 CR1.84
Tata Large Cap Fund - Growth32,764 CR2.22
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundAditya Birla Sun Life Large Cap Fund Growth-7.595925.5437
This FundKotak Large Cap Fund - Growth-7.985325.8339
This FundTata Large Cap Fund - Growth-6.932725.9007
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 2.22. 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 : -5.20%
  • 6 Months : -2.07%
  • 1 Year : -6.93%
  • 3 Years : 7.98%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 471.7797 as on Oct 12,2026. Since inception, the return has been 25.90%.

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 ₹2,765 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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