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)

₹2,784 Cr

Lock In Period

N/A

Expense Ratio

2.23

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-1.650.3416.99
6M-0.003.0116.27
1Y2.895.4516.73
3Y10.4515.3687.46

Portfolio Analysis

  • Equity: 97.47%
  • Debt: 2.53%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI BANK LTD9.08%
2. HDFC BANK LTD5.84%
3. KOTAK MAHINDRA BANK LTD2.80%
4. AXIS BANK LTD2.74%

1. INFOSYS LTD3.08%
2. TATA CONSULTANCY SERVICES LTD2.57%
3. TECH MAHINDRA LTD2.25%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.40%
5. CYIENT LTD0.61%

1. BHARTI AIRTEL LTD5.99%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.50%
2. MANKIND PHARMA LTD2.22%
3. CIPLA LTD1.22%

1. RELIANCE INDUSTRIES LTD4.93%

1. BAJAJ FINANCE LTD3.48%
2. CHOLAMANDALAM INVESTMENT & FINANCE CO LTD1.00%

1. ADANI ENERGY SOLUTIONS LTD2.72%
2. POWER GRID CORPORATION OF INDIA LTD1.36%

1. MAHINDRA & MAHINDRA LTD2.44%
2. HYUNDAI MOTOR INDIA LTD1.33%

1. HDFC ASSET MANAGEMENT COMPANY LTD1.88%
2. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD1.83%

1. JSW CEMENT LTD1.64%
2. AMBUJA CEMENTS LTD1.40%

1. STATE BANK OF INDIA3.03%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.63%

1. BRITANNIA INDUSTRIES LTD1.22%
2. NESTLE INDIA LTD1.08%

1. INTERGLOBE AVIATION LTD2.10%

1. ITC LTD2.02%

1. JSW STEEL LTD1.96%

1. ADANI ENTERPRISES LTD1.87%

1. HINDUSTAN UEVER LTD1.85%

1. SOLAR INDUSTRIES INDIA LTD1.65%

1. ETERNAL LTD1.63%

1. NTPC LTD1.63%

1. BHARAT HEAVY ELECTRICALS LTD1.46%

1. LARSEN & TOUBRO LTD1.41%

1. SIEMENS LTD0.78%
2. HONEYWELL AUTOMATION INDIA LTD0.62%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.34%

1. INDUS TOWERS LTD1.26%

1. WESTLIFE FOODWORLD LTD1.10%
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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 ₹2,784 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.23. 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 Growth217,135 CR1.76
Groww Large Cap Fund Growth0136 CR2.66
Tata Large Cap Fund - Growth32,783 CR2.23
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundCanara Robeco Large Cap Fund Growth-1.011633.8181
This FundGroww Large Cap Fund Growth0.897333.9079
This FundTata Large Cap Fund - Growth2.888834.7362
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 2.23. 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 : -1.65%
  • 6 Months : -0.00%
  • 1 Year : 2.89%
  • 3 Years : 10.45%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 506.7161 as on Sep 02,2026. Since inception, the return has been 34.74%.

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 ₹2,784 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.