3 Year return
19.12%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2019.22 Cr.
Expense Ratio
1.14% (inclusive of GST)
Exit Load
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
AS
Amey Sathe
Fund Manager since Jun 2018
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Large Cap Fund Direct Plan IDCW Payout |
26.29% |
5 |
|
Baroda BNP Paribas Large Cap Fund Direct Plan IDCW Payout |
20.84% |
0 |
|
Canara Robeco Blue Chip Equity Fund Direct Plan IDCW (Payout/Payout) Payout |
17.21% |
5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About Tata Large Cap Fund Direct Plan Growth
Tata Large Cap Fund Direct Plan Growth is an open-ended equity scheme under the Tata Mutual Fund. The fund is categorised as a large cap fund that focuses on investing in large cap firms that are fundamentally sound and undervalued. The fund chooses its stocks using a combination of top-down and bottom-up strategies, prioritising the latter. The fund has an expense ratio that is higher than the category average.
Investment Objective of The Scheme
The scheme's investment objective is to offer income distribution and/or medium to long-term capital gains. Tata Large Cap Fund Direct Plan Growth follows an elimination approach, and values benchmark allocation. This fund aims to keep in mind a company’s financial prowess, future growth prospects, and valuation as the key criteria in terms of selection. This large cap fund believes in creating a portfolio that would be able to control risk through diversification and lower concentration, to minimise any adverse effects of stock specific issues.
Key Features of The Fund
| 5-year return | 17.03% |
| Expense Ratio | 1.14% |
| Fund Manager | Amey Sathe |
| Fund Size | ₹2019.22 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor looking for long-term capital growth and have a very high risk tolerance, Tata Large Cap Fund Direct Plan Growth could be an option to consider for you. This open-ended scheme is built for investors who are looking for investment primarily in equities and equity-linked securities of large cap businesses. You would also need to check if your financial goals and the risks associated align. Note that the suggested investment horizon for this scheme is three years or more.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of TATA Large Cap Fund?
What is the AUM of TATA Large Cap Fund?
What is the expense ratio of TATA Large Cap Fund?
What are the returns of TATA Large Cap Fund since inception?
What is the minimum SIP amount to invest in TATA Large Cap Fund?
How do I invest in TATA Large Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Large Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Large Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Large Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
