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(%)
1M1.35-0.0116.99
6M-1.002.2522.66
1Y6.435.0026.63
3Y11.3613.1887.46

Portfolio Analysis

  • Equity: 98.04%
  • Debt: 1.96%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI BANK LTD8.90%
2. HDFC BANK LTD6.37%
3. AXIS BANK LTD3.07%
4. KOTAK MAHINDRA BANK LTD2.88%

1. INFOSYS LTD2.79%
2. TATA CONSULTANCY SERVICES LTD2.25%
3. TECH MAHINDRA LTD1.96%
4. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)1.49%
5. CYIENT LTD0.64%

1. RELIANCE INDUSTRIES LTD4.99%
2. BHARAT PETROLEUM CORPORATION LTD1.12%

1. BHARTI AIRTEL LTD5.75%

1. SUN PHARMACEUTICAL INDUSTRIES LTD2.40%
2. MANKIND PHARMA LTD1.92%
3. CIPLA LTD1.02%

1. ADANI ENERGY SOLUTIONS LTD2.89%
2. POWER GRID CORPORATION OF INDIA LTD1.40%

1. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD2.00%
2. HDFC ASSET MANAGEMENT COMPANY LTD1.95%

1. AMBUJA CEMENTS LTD1.86%
2. JSW CEMENT LTD1.70%

1. MAHINDRA & MAHINDRA LTD2.26%
2. HYUNDAI MOTOR INDIA LTD1.19%

1. BAJAJ FINANCE LTD3.14%

1. STATE BANK OF INDIA3.10%

1. INDIAN HOTELS CO. LTD1.65%
2. WESTLIFE FOODWORLD LTD1.08%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.64%

1. NESTLE INDIA LTD1.44%
2. BRITANNIA INDUSTRIES LTD1.19%

1. LARSEN & TOUBRO LTD2.55%

1. INTERGLOBE AVIATION LTD2.23%

1. JSW STEEL LTD1.94%

1. HINDUSTAN UEVER LTD1.91%

1. NTPC LTD1.71%

1. ETERNAL LTD1.70%

1. BHARAT HEAVY ELECTRICALS LTD1.52%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.46%

1. SIEMENS LTD0.76%
2. HONEYWELL AUTOMATION INDIA LTD0.66%

1. SOLAR INDUSTRIES INDIA LTD1.37%

1. HINDUSTAN ZINC LTD1.37%

1. INDUS TOWERS LTD1.30%
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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
Kotak Large Cap Fund - Growth411,028 CR1.84
HSBC Large Cap Fund Growth51,839 CR2.38
Tata Large Cap Fund - Growth32,783 CR2.23
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth2.416837.6291
This FundHSBC Large Cap Fund Growth4.374437.7522
This FundTata Large Cap Fund - Growth6.428138.1147
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 : 1.35%
  • 6 Months : -1.00%
  • 1 Year : 6.43%
  • 3 Years : 11.36%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 517.0915 as on Aug 13,2026. Since inception, the return has been 38.11%.

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.