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  • TATA Mutual Fund
  • Tata Large Cap Fund (Growth)

Formerly Tata Pure Equity Gr

TATA Mutual Fund

Tata Large Cap Fund (Growth)

EquityLarge Cap

353.8395

NAV (Nov 30)

10.6%
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?

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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

353.8395

NAV (Nov 30)

Fund Returns

Last 1Y

7.8%

Last 3Y

15%

Last 5Y

10.6%

Last 10Y

12.6%

Since Inception

19.3%

6 Month CAGR

14.1%

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

2.39

Launched (24y ago)

May 07, 1998

AUM in Crores

1380.729

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)

1

Sharpe Ratio (3yr)

0.528

Sharpe Ratio (5yr)

0.358

YTM

0

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 2022-11-30

Top Stock Holdings

icici bank ltd

8.4%
8.4%

reliance industries ltd

6%
6%

infosys ltd

5.9%
5.9%

hdfc bank ltd

5.9%
5.9%

state bank of india

5%
5%
See all holdings

Allocation by Sector

financial services

34.8%
34.8%

technology

12.3%
12.3%

industrials

11.4%
11.4%

consumer defensive

7.8%
7.8%

energy

6%
6%
See all sectors

Compare Tata Large Cap Fund (Growth)

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

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 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

    24.7%

    16.5%

    21%

    16.3%

    23.4%

    13.9%

    24.7%

    16.4%

    23.4%

    13.9%

    Tata Large Cap Fund (G) Review

    Tata Large Cap Fund (G) 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 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 11/30/2022 is ₹353.84 with the total AUM as of 12/1/2022 is ₹1380.729. 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 7.8% 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 stocks 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 2.39% for regular plan.