Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.75%
1 Month-12.02%
3 Months-13.45%
6 Months-9.40%
1 Year-4.41%
3 Years (CAGR)+11.26%
5 Years (CAGR)+10.31%
10 Years (CAGR)+11.21%
Since Inception (Apr 2006)+10.93%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.08%
3 Year SIP+1.16%
5 Year SIP+6.38%
Since Inception (Apr 2006)+11.14%
Fund Details
Fund HouseTata Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹2,784 Cr
Expense Ratio1.99%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code100475
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Tata Large Cap Fund -Regular Plan - Growth Option aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
Tata Large Cap Fund -Regular Plan - Growth Option is a Large Cap mutual fund offered by Tata Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹2,784 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.99%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations