• Mutual Funds
  • TATA Mutual Fund
  • Tata Large Cap Fund of (PIDCW-A)

Formerly Tata Large Cap DP

TATA Mutual Fund

Tata Large Cap Fund of (PIDCW-A)

EquityLarge Cap

71.5032

NAV (Aug 05)

10%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

However, Scripbox does not recommend investing in large cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,132 Cr

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

71.5032

NAV (Aug 5)

Fund Returns

Last 1Y

4.5%

Last 3Y

15.3%

Last 5Y

10%

Last 10Y

12.9%

Since Inception

19.3%

6 Month CAGR

-3.1%

Scheme Information

Investment Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio

2.49

Launched (24y ago)

May 07, 1998

AUM in Crores

1132.298

ISIN

INF277K01EG3

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Venkat Samala

Fund Manager

Amey Sathe

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

icici bank ltd

8.4%
8.4%

reliance industries ltd

6.9%
6.9%

hdfc bank ltd

6.2%
6.2%

infosys ltd

6.2%
6.2%

state bank of india

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

33.3%
33.3%

technology

14%
14%

industrials

9.6%
9.6%

consumer defensive

8.4%
8.4%

energy

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 93,624 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    30.3%

    19.5%

    30.3%

    19.5%

    30.3%

    19.5%

    19%

    12.7%

    4.2%

    4.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Tata Large Cap Fund of (PIDCW-A) Review

    Tata Large Cap Fund of (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 19.3% over a period of 24 years. The fund was previously known as Tata Large Cap DP. The fund is managed by Tata Asset Management Limited. The fund managers are Amey Sathe, Venkat Samala.

    Nav of Tata Large Cap Fund of (PIDCW-A) as of 8/5/2022 is ₹71.50 with the total AUM as of 8/6/2022 is ₹1132.298. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Large Cap Fund of (PIDCW-A) was launched on May 07, 1998. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata Large Cap Fund of (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Tata Large Cap Fund of (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 100 TR INR.

    Tata Large Cap Fund of (PIDCW-A) is rated as a 2 fund in Equity and delivered 4.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Large Cap Fund of (PIDCW-A).

    Frequently Asked Questions

    What is Tata Large Cap Fund of (PIDCW-A)?

    Tata Large Cap Fund of (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Large Cap Fund of (PIDCW-A)?

    You can invest in Tata Large Cap Fund of (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Large Cap Fund of (PIDCW-A)?

    The minimum sip amount for Tata Large Cap Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Tata Large Cap Fund of (PIDCW-A) good to invest in?

    As per Scripbox experts, Tata Large Cap Fund of (PIDCW-A) is a Neutral fund. You can investTata Large Cap Fund of (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Large Cap Fund of (PIDCW-A)?

    The expense ratio of the Tata Large Cap Fund of (PIDCW-A) is 2.49% for regular plan.