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  • Tata Large Cap Fund (Growth)

Formerly Tata Pure Equity Gr

TATA Mutual Fund

Tata Large Cap Fund (Growth)

EquityLarge Cap

323.124

NAV (Mar 29)

10.1%
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).

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

Neutral

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

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

323.124

NAV (Mar 29)

Fund Returns

Last 1Y

-1%

Last 3Y

25.1%

Last 5Y

10.1%

Last 10Y

12.1%

Since Inception

18.7%

6 Month CAGR

1.1%

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

2.21

Launched (25y ago)

May 07, 1998

AUM in Crores

1365.712

ISIN

INF277K01931

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

19.3

Beta (3yr)

0.99

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.547

Sharpe Ratio (5yr)

0.316

YTM

0

Fund Managers

Venkat Samala

Fund Manager

Amey Sathe

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Large Cap Fund (Growth)70%937,888 205,27610.1%
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 2023-03-29

Top Stock Holdings

hdfc bank ltd

6.9%
6.9%

icici bank ltd

6.8%
6.8%

infosys ltd

5.9%
5.9%

reliance industries ltd

5.5%
5.5%

housing development finance corp ltd

5%
5%
See all holdings

Allocation by Sector

financial services

33.9%
33.9%

industrials

14.6%
14.6%

technology

11.4%
11.4%

consumer defensive

9.4%
9.4%

energy

5.5%
5.5%
See all sectors

Compare Tata Large Cap Fund (Growth)

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

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 102,883 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.

amc-img

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

    34.7%

    14.9%

    4.2%

    7%

    27.2%

    15.9%

    36.3%

    13.4%

    34.6%

    14.8%

    Tata Large Cap Fund (G) Review

    Tata Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 18.7% over a period of 24 years. The fund was previously known as Tata Pure Equity Gr. The fund is managed by Tata Asset Management Limited. The fund managers are Amey Sathe, Venkat Samala.

    Nav of Tata Large Cap Fund (G) as of 3/29/2023 is ₹323.12 with the total AUM as of 3/30/2023 is ₹1365.712. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Large Cap Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 2 fund in Equity and delivered -1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Large Cap Fund (G).

    Frequently Asked Questions

    What is Tata Large Cap Fund (G)?

    Tata Large Cap Fund (G) 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 (G)?

    You can invest in Tata Large Cap Fund (G) 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 (G)?

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

    Is Tata Large Cap Fund (G) good to invest in?

    As per Scripbox experts, Tata Large Cap Fund (G) is a Neutral fund. You can investTata Large Cap Fund (G) 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 (G)?

    The expense ratio of the Tata Large Cap Fund (G) is 2.21% for regular plan.