- Mutual Funds
- TATA Mutual Fund
- Tata Large Cap Fund (RIDCW-A)
Formerly Tata Large Cap DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 98.8208
NAV (Apr 25)
Fund Returns
Last 1Y | 34.7% |
Last 3Y | 19.1% |
Last 5Y | 15.8% |
Last 10Y | 13.9% |
Since Inception | 19.4% |
6 Month CAGR | 23.7% |
Scheme Information
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 | 2.1 |
Launched (26y ago) | May 07, 1998 |
AUM in Crores | 2019.221 |
ISIN | INF277K01923 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.6 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 0.901 |
Sharpe Ratio (5yr) | 0.583 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Large Cap Fund (RIDCW-A) | 10,87,168 | 3,54,556 | 15.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.9%reliance industries ltd
7.3%larsen & toubro ltd
5%icici bank ltd
4.7%infosys ltd
4.1%Allocation by Sector
financial services
28.4%industrials
15.3%consumer defensive
9.9%technology
8.3%utilities
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.3% | 12.9% | ||
32.7% | 26% | ||
21.6% | 18.5% | ||
5.8% | 6.7% | ||
5.1% | 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 19.4% over a period of 25 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 4/25/2024 is ₹98.82 with the total AUM as of 4/26/2024 is ₹2019.221. 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 34.7% 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)?
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 2.1% for regular plan.