3 Year return

18.59%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2161.1 Cr.

Expense Ratio

1.12% (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

Ratings

ARQ Rating
2.5

Ratings by other agencies

2
3
3

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

Holdings

Tata Mutual Fund Managers

AS

Amey Sathe

Fund Manager since Jun 2018

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 165
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.08%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.08%
6.4%

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 1.12%
Fund Manager Amey Sathe
Fund Size ₹2161.1 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
Email 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.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of TATA Large Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Large Cap Fund Jun 12 2024 is 547.1199

What is the AUM of TATA Large Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Large Cap Fund is 2161.1 crore.

What is the expense ratio of TATA Large Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Large Cap Fund is 1.12%

What are the returns of TATA Large Cap Fund since inception?

The TATA Large Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 15.08 since inception.

What is the minimum SIP amount to invest in TATA Large Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Large Cap Fund is 100.

How do I invest in TATA Large Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Large Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Large Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Large Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.