- Mutual Funds
- Tata Mutual Fund
- Tata Large Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 511.191
NAV (Oct 15)
Fund Returns
Last 1Y | 34.1% |
Last 3Y | 13.8% |
Last 5Y | 18.7% |
Last 10Y | 13.3% |
Since Inception | 19.5% |
6 Month CAGR | 12.5% |
Scheme Information
Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.
Expense Ratio | 2.04 |
Launched (0y ago) | 2.04 |
AUM in Crores | 2531.4 |
ISIN | INF277K01931 |
Lock-in | - |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13 |
Beta | 1 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Large Cap Fund (G) | 11,73,708 | 4,41,096 | 18.7% | |
| 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.
8.2%Reliance Industries Ltd.
6.8%ICICI Bank Ltd.
4.3%Infosys Ltd.
4.3%Larsen & Toubro Ltd.
4.2%Allocation by Sector
Financial
24.7%Energy
16.9%Technology
9.5%Consumer Staples
9.1%Healthcare
8%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Large Cap Fund (G) Review
Tata Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 19.531% over a period of 26 years. The fund is managed by Tata Mutual Fund. The fund managers are Abhinav Sharma, Kapil Malhotra.
Nav of Tata Large Cap Fund (G) as of 10/15/2024 is ₹511.19 with the total AUM as of 10/16/2024 is ₹2531.430494. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Large Cap Fund (G) was launched on 1998-05-07. The category risk of the fund is Average.
The minimum SIP amount for Tata Large Cap Fund (G) 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 (G) 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 Total Return Index.
It is rated as a 4 fund in Equity and delivered 34.133% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Large Cap Fund (G).
Frequently Asked Questions
What is Tata Large Cap Fund (G)?
How to invest in Tata Large Cap Fund (G)?
You can invest in Tata Large Cap Fund (G) 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 (G)?
The minimum sip amount for Tata Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Large Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it 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 (G)?
The expense ratio of the Tata Large Cap Fund (G) is 2.04% for regular plan.
What is the NAV of Tata Large Cap Fund (G)?
Today's Tata Large Cap Fund (G) NAV is ₹511.19.