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Tata Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 10.01 | 12.33 | 15.66 | 13.43 |
Average Rolling Returns(%) | 14.95 | 12.94 | 12.11 | 11.76 |
The Current NAV of Tata Large Cap Fund - Regular Plan - Growth is ₹460.23.
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 - Regular Plan - Growth fund’s expense ratio is 2.06%
The process for redemption is
The AUM of Tata Large Cap Fund - Regular Plan - Growth is currently ₹2,408 Crores.
The Top three stocks are HDFC Bank, Kotak Mahindra Bank and Reliance Industries and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 44% of fund’s portfolio respectively.
Top three sectors of Tata Large Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 59% 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 - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Abhinav Sharma and Kapil Malhotra manage the Tata Large Cap Fund - Regular Plan - Growth Fund.
Tata Large Cap Fund - Regular Plan - Growth current PE ratio is 32.32 and PB ratio is 5.48
The asset allocation of Tata Large Cap Fund - Regular Plan - Growth is Stocks : 98.02%, Debt : 1.95% and Gold : 0%
The minimum SIP amount for Tata Large Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Large Cap Fund - Regular Plan - Growth is Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days