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  • Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Tata Large Cap DP

TATA Mutual Fund

Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

EquityLarge Cap

Top Ranked

75.0798

NAV (Oct 21)

14.1%
5 Year CAGR
Scripbox Opinion

Top Ranked

Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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 ->

Track Record

23 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,081 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

75.0798

NAV (Oct 21)

Fund Returns

Last 1Y
59.5%
Last 3Y
21.1%
Last 5Y
14.1%
Last 10Y
14.3%
Since Inception
20.3%
6 Month CAGR
28.9%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.38
Launched (23y ago)
May 07, 1998
AUM in Crores
1080.240
ISIN
INF277K01EG3
Lock-in
No Lock-in
Benchmark
S&P BSE SENSEX TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Amey Sathe

Fund Manager

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Ennette Fernandes

Fund Manager

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Rupesh Patel

Fund Manager

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Venkat Samala

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 84,116 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7.2%

    top-ranked-badge

    3.9%

    5.4%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    23%

    13%

    top-ranked-badge

    21.1%

    16.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    About Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A)

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 20.3% over a period of 23 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, Ennette Fernandes, Rupesh Patel, Venkat Samala

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on May 07, 1998. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-21 is ₹75.08. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1080.24. The category risk of the Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.38 % as expense ratio.

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.1% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , reliance industries ltd , infosys ltd , state bank of india , axis bank ltd , tata consultancy services ltd , bharti airtel ltd , larsen & toubro ltd , tata steel ltd , wipro ltd , housing development finance corp ltd , kotak mahindra bank ltd , tata power co ltd , sun pharmaceuticals industries ltd , honeywell automation india ltd , grasim industries ltd , dabur india ltd , cipla ltd , hindustan unilever ltd , ultratech cement ltd , polycab india ltd , cyient ltd , j.b. chemicals & pharmaceuticals ltd , sbi life insurance company limited , itc ltd , icici lombard general insurance co ltd , tech mahindra ltd , avenue supermarts ltd , cummins india ltd , ipca laboratories ltd , endurance technologies ltd , hcl technologies ltd , ntpc ltd , a) repo , dlf ltd , navin fluorine international ltd , colgate-palmolive (india) ltd , ajanta pharma ltd , dr reddy's laboratories ltd , bank of baroda , siemens ltd , rbl bank ltd , powergrid infrastructure investment trust , net current liabilities , bharti airtel ltd (right 27/09/2021)

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 S&P BSE SENSEX TR INR

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Tata Large Cap Fund of Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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