Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹2,784 Cr
Lock In Period
N/A
Expense Ratio
1.99
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 ₹469.7860 NAV as of Mar 13,2026 and returns since inception of 45.14%. Minimum investments start at SIP ₹100. The Tata Large Cap Fund - Growth AUM is ₹2,784 Cr, with a lock-in of N/A years, expense ratio of 1.99%, 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 -8.00% returns, against a category average of -1.60% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.00 | -1.60 | 16.99 |
| 6M | -4.89 | 1.44 | 22.66 |
| 1Y | 6.74 | 6.39 | 26.63 |
| 3Y | 13.22 | 15.36 | 87.46 |
Portfolio Analysis
- Equity: 98.40%
- Debt: 1.60%
- Others
As on: 2026-01-31
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About Fund
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 1.99. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India Large Cap Fund - Growth Growth | 4 | 7580.19 CR | 1.86 |
| This FundBaroda Large Cap Fund Growth | 1 | 49.55 CR | 2.78 |
| This FundTata Large Cap Fund - Growth | 3 | 2783.6 CR | 1.99 |
| This FundIDBI India Top 100 Equity Fund Growth | 3 | 654.87 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Large Cap Fund - Growth Growth | 7.4865 | 44.7047 |
| This FundBaroda Large Cap Fund Growth | 6.9797 | 44.7772 |
| This FundTata Large Cap Fund - Growth | 6.739 | 45.1361 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
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 1.99. 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 : -8.00%
- 6 Months : -4.89%
- 1 Year : 6.74%
- 3 Years : 13.22%
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.
Min Inv Amount: ₹500