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  • Tata Large Cap Fund of (PIDCW-A)

Formerly Tata Large Cap DP

TATA Mutual Fund

Tata Large Cap Fund of (PIDCW-A)

EquityLarge Cap

95.8287

NAV (Mar 27)

15.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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

Satisfactory

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

Invest in this fund
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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

95.8287

NAV (Mar 27)

Fund Returns

Last 1Y
36.5%
Last 3Y
17.6%
Last 5Y
15.3%
Last 10Y
13.8%
Since Inception
19.3%
6 Month CAGR
15.6%

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
2.11
Launched (26y ago)
May 07, 1998
AUM in Crores
1967.562
ISIN
INF277K01EG3
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
18.9
Beta (3yr)
0.96
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.891
Sharpe Ratio (5yr)
0.65
YTM
0
Fund Managers

Kapil Malhotra

Fund Manager

Abhinav Sharma

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Large Cap Fund of (PIDCW-A)70%10,72,919 3,40,30715.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-03-27

Top Stock Holdings

hdfc bank ltd

8.8%
8.8%

reliance industries ltd

7.3%
7.3%

larsen & toubro ltd

4.8%
4.8%

infosys ltd

4.7%
4.7%

icici bank ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

28.5%
28.5%

industrials

15.2%
15.2%

consumer defensive

9.9%
9.9%

technology

9.3%
9.3%

energy

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,043 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.7%

12.8%

19.8%

17.6%

17.4%

16.3%

32.2%

15.6%

19.8%

17.6%

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 25 years. The fund was previously known as Tata Large Cap DP. The fund is managed by Tata Asset Management Limited. The fund managers are Abhinav Sharma, Kapil Malhotra.

Nav of Tata Large Cap Fund of (PIDCW-A) as of 3/27/2024 is ₹95.83 with the total AUM as of 3/28/2024 is ₹1967.562. 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 Nifty 100 TR INR.

Tata Large Cap Fund of (PIDCW-A) is rated as a 2 fund in Equity and delivered 36.5% 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 instruments 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 2.11% for regular plan.