Tata Large Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 9.53 | 7.46 | 9.85 |
| Average Rolling Returns(%) | 14.34 | 12.81 | 12.87 | 11.99 |
The Current NAV of Tata Large Cap Fund - Growth - Direct Plan is ₹604.52.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Tata Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.83%
The process for redemption is
The AUM of Tata Large Cap Fund - Growth - Direct Plan is currently ₹2,586 Crores.
The Top three stocks are ICICI Bank, Bharti Airtel and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 45% of fund’s portfolio respectively.
Top three sectors of Tata Large Cap Fund - Growth - Direct Plan fund are BFSI, IT and Construction & Infrastructure accounting for 55% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Large Cap Fund - Growth - Direct Plan Fund is Equity - Large Cap Fund.
Abhinav Sharma and Hasmukh Vishariya manage the Tata Large Cap Fund - Growth - Direct Plan Fund.
Tata Large Cap Fund - Growth - Direct Plan current PE ratio is 27.53 and PB ratio is 6.45
The asset allocation of Tata Large Cap Fund - Growth - Direct Plan is Stocks : 97.74%, Debt : 2.27% and Gold : 0%
The minimum SIP amount for Tata Large Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Large Cap Fund - Growth - Direct Plan is 0.50% on or before 30 days, Nil after 30 days
