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Tata Large Cap Fund (Growth)

Formerly Tata Pure Equity Gr
Returns (5yrs)
3.86 %
Latest NAV
208.56

Investment Calculator

  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of August, 07:03 PM

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.

Fund Managers

  • profile-pic
    Ennette Fernandes
    profile-pic
    Rupesh Patel
  • expense-ratio
    Expense Ratio
    2.57
    benchmark
    Benchmark
    S&P BSE SENSEX TR INR
  • Aum image
    AUM
    ₹ 721.62 Crores
    ISIN
    ISIN
    INF277K01931
  • Category Risk:

    Moderately High risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Reliance Industries Ltd
15%
Infosys Ltd
10%
Hdfc Bank Ltd
8%
Icici Bank Ltd
7%
Bharti Airtel Ltd
7%

Top Sectors

Financial Services
31%
Energy
19%
Technology
16%
Communication Services
7%
Basic Materials
7%

Allocation

Equity
99%
Others
1%
Debt
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
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Total Corpus
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Annualized %
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Tata Large Cap Fund Growth is a Large Cap Equity fund and has delivered an annualised return of 3.86% over a period of 5 years. The fund is managed by Tata Asset Management Limited. The fund managers names are Ennette Fernandes, Rupesh Patel. 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. The fund charges 2.57000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.