- Mutual Funds
- Tata Mutual Fund
- Tata Large Cap Fund Direct Growth
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Scheme Information
Investment Objective
Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.
Expense Ratio | 1.06 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 2267.2 |
ISIN | INF277K01QZ7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.6 |
Beta | 1 |
Sharpe Ratio | 0.5 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
8.19%Reliance Industries Ltd.
6.83%ICICI Bank Ltd.
4.31%Infosys Ltd.
4.28%Larsen & Toubro Ltd.
4.24%See all holdings
Allocation by Sector
Financial
31.9%Energy
11.18%Technology
10.06%Healthcare
6.82%Automobile
5.92%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |
Frequently Asked Questions
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