TATA Mutual Fund

Tata Large Cap Fund Direct Plan Growth

EquityLarge Cap
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Top Ranked

₹ 554.31

NAV (Apr 30)

23.219%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scripbox Recommended Large Cap Funds
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Scheme Information

Investment Objective

The scheme seeks to provide income medium to long term capital gains while at all times emphasising the importance of capital appreciation.

Expense Ratio
1.06 %
Launched 12Y ago
2013-01-01
AUM in Crores
2452.6
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

Asset allocation and Holdings

Last updated on 2025-03-31

Top Stock Holdings

HDFC Bank Ltd.

8.19%
8.19%

Reliance Industries Ltd.

6.83%
6.83%

ICICI Bank Ltd.

4.31%
4.31%

Infosys Ltd.

4.28%
4.28%

Larsen & Toubro Ltd.

4.24%
4.24%
See all holdings
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Allocation by Sector

Financial

31.9%
31.9%

Energy

11.18%
11.18%

Technology

10.06%
10.06%

Healthcare

6.82%
6.82%

Automobile

5.92%
5.92%
See all sectors
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Frequently Asked Questions

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