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(%) | 35.53 | 19.72 | 16.8 | 13.82 |
Average Rolling Returns(%) | 16.33 | 14.01 | 12.48 | 13.66 |
The Current NAV of Tata Large Cap Fund - Growth - Direct Plan is ₹507.15.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 100 , as Funds portfolio is somewhat different.
Tata Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 1.14%
The process for redemption is
The AUM of Tata Large Cap Fund - Growth - Direct Plan is currently ₹2,103 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 43% of fund’s portfolio respectively.
Top three sectors of Tata Large Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Oil & Gas accounting for 52% 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 manages the Tata Large Cap Fund - Growth - Direct Plan Fund.
Tata Large Cap Fund - Growth - Direct Plan current PE ratio is 35.77 and PB ratio is 6.23
The asset allocation of Tata Large Cap Fund - Growth - Direct Plan is Stocks : 97.39%, Debt : 1.76% and Gold : 0.85%
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 Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days