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  • Tata Large Cap Fund (RIDCW-A)

Formerly Tata Large Cap DR

TATA Mutual Fund

Tata Large Cap Fund (RIDCW-A)

EquityLarge Cap
Top Ranked

105.0314

NAV (Jun 12)

15.9%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

105.0314

NAV (Jun 12)

Fund Returns

Last 1Y
34.8%
Last 3Y
17.5%
Last 5Y
16.1%
Last 10Y
13.1%
Since Inception
19.5%
6 Month CAGR
17.3%

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
2.09
Launched (26y ago)
May 07, 1998
AUM in Crores
2161.105
ISIN
INF277K01923
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
18.6
Beta (3yr)
0.96
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.853
Sharpe Ratio (5yr)
0.591
YTM
0
Fund Managers

Kapil Malhotra

Fund Manager

Abhinav Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Large Cap Fund (RIDCW-A)70%10,90,046 3,57,43415.9%
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 2024-06-12

Top Stock Holdings

hdfc bank ltd

8.8%
8.8%

reliance industries ltd

7.3%
7.3%

larsen & toubro ltd

4.6%
4.6%

icici bank ltd

4.5%
4.5%

infosys ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

28.3%
28.3%

industrials

14.8%
14.8%

consumer defensive

9.9%
9.9%

utilities

9.5%
9.5%

energy

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,537 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

25.9%

26.4%

12.4%

13.1%

18.1%

18.9%

5.9%

6.7%

5.3%

4.7%

Tata Large Cap Fund (RIDCW-A) Review

Tata Large Cap Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 19.6% over a period of 26 years. The fund was previously known as Tata Large Cap DR. The fund is managed by Tata Asset Management Limited. The fund managers are Abhinav Sharma, Kapil Malhotra.

Nav of Tata Large Cap Fund (RIDCW-A) as of 6/12/2024 is ₹105.03 with the total AUM as of 6/13/2024 is ₹2161.105. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Large Cap Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 35% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Large Cap Fund (RIDCW-A).

Frequently Asked Questions

What is Tata Large Cap Fund (RIDCW-A)?

Tata Large Cap Fund (RIDCW-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 (RIDCW-A)?

You can invest in Tata Large Cap Fund (RIDCW-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 (RIDCW-A)?

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

Is Tata Large Cap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Tata Large Cap Fund (RIDCW-A) is a Top Ranked fund. You can investTata Large Cap Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Tata Large Cap Fund (RIDCW-A) is 2.09% for regular plan.