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Tata Large Cap Fund - Growth Return

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  • 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)

₹2,721 Cr

Lock In Period

N/A

Expense Ratio

2.3

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(%)
1M1.07-1.0516.99
6M0.461.3922.66
1Y0.263.2126.63
3Y10.3511.6387.46

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%

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 ₹2,721 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.3. 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 - Growth410,772 CR1.83
JM Large Cap Fund Growth2409 CR2.58
Tata Large Cap Fund - Growth32,721 CR2.3
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth-2.738433.1425
This FundJM Large Cap Fund Growth-2.661433.8024
This FundTata Large Cap Fund - Growth0.258534.3756
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 2.3. 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 : 1.07%
  • 6 Months : 0.46%
  • 1 Year : 0.26%
  • 3 Years : 10.35%
Returns of Tata Large Cap Fund - Growth are updated daily based on NAV of ₹ 504.2662 as on Jul 24,2026. Since inception, the return has been 34.38%.

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 ₹2,721 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.