Tata Large Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Large Cap Growth Direct Plan

NAV
₹558.1891
-0.23%
(12 Aug)
AUM
2,702 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.4%
+3.2%
+3.2%
+2.3%
-0.1%
-2.1%
3Y
+18.4%
+18.1%
+20.1%
+17.1%
+13.9%
+14.7%
5Y
+22.2%
+19.2%
+25.4%
+20.1%
+18.4%
+19.6%
ALL
+15.9%
+12.6%
+16.4%
+15.6%
+13.0%
+13.9%
VOL
15.4%
16.8%
16.9%
15.7%
-
16.0%
TER
0.8%
0.9%
0.7%
0.8%
-
1.0%
AUM
₹72,336 Cr
₹6,323 Cr
₹43,829 Cr
₹1,528 Cr
-
₹2,702 Cr
INFO
1.03
0.75
0.97
0.99
-
0.87
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Large Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
Reliance Industries Ltd
5.8%
Kotak Mahindra Bank Ltd
5.6%
ICICI Bank Ltd
4.6%
Axis Bank Ltd
4.1%
Larsen & Toubro Ltd
3.7%
Mahindra & Mahindra Ltd
3.4%
Infosys Ltd
3.3%
Bajaj Finance Ltd
3.1%
Maruti Suzuki India Ltd
3.0%
Top industry exposure
Financial Services
35.4%
Consumer Cyclical
14.6%
Industrials
9.3%
Basic Materials
7.3%
Technology
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
44%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Fund manager(s)
Abhinav Sharma
Hasmukh Vishariya

FAQs