Tata Large Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

Aims to provide income distribution and/ or medium to long term capital gains while all times emphasising the importance of capital appreciation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Tata Large Cap Fund Regular Plan - Growth 0.76 -0.31 -4.60 14.05 18.37 18.68
NIFTY 100 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Tata Large Cap Fund Regular Plan - Growth May 07, 1998 -4.60 14.05 18.37 2.01 2,631.27
ICICI Prudential Large Cap Fund - Growth May 23, 2008 -0.48 17.92 20.86 1.42 71,787.87
SBI Large Cap Fund-REGULAR PLAN GROWTH Jan 20, 2006 -0.48 13.66 18.18 1.49 53,030.39
Nippon India Large Cap Fund- Growth Plan -Growth Option Aug 08, 2007 0.59 19.02 23.20 1.50 44,164.76
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 -0.85 12.66 16.32 1.52 39,975.32
HDFC Large Cap Fund - Growth Option Oct 11, 1996 -4.47 15.77 20.12 1.60 38,116.69

Fund Holdings as on 31-July-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • KOTAK MAHINDRA BANK LTD

  • ICICI BANK LTD

  • INFOSYS LTD

  • LARSEN & TOUBRO LTD

  • AXIS BANK LTD

  • MAHINDRA & MAHINDRA LTD

  • MARUTI SUZUKI INDIA LTD

  • TATA CONSULTANCY SERVICES LTD

  • HINDUSTAN UNILEVER LTD

  • BAJAJ FINANCE LTD

  • STATE BANK OF INDIA

  • BHARTI AIRTEL LTD

  • RBL BANK LTD

  • HDFC LIFE INSURANCE CO. LTD

  • CASH / NET CURRENT ASSET

  • UNITED SPIRITS LTD

  • JSW STEEL LTD

  • TATA STEEL LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • AMBUJA CEMENTS LTD

  • HYUNDAI MOTOR INDIA LTD

  • TECH MAHINDRA LTD

  • NTPC LTD

  • SHREE CEMENT LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • ADANI ENERGY SOLUTIONS LTD

  • A) REPO

  • SBI CARDS AND PAYMENT SERVICES LTD

  • HERO MOTOCORP LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • DIVI LABORATORIES LTD

  • WESTLIFE FOODWORLD LTD

  • SUN PHARMACEUTICAL INDUSTRIES LTD

  • HAVELLS INDIA LTD

  • GRANULES INDIA LTD

  • WHIRLPOOL OF INDIA LTD

  • BHARAT FORGE LTD

  • CYIENT LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • HONEYWELL AUTOMATION INDIA LTD

  • SIEMENS LTD

  • GRASIM INDUSTRIES LTD

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  • Bank - Private

  • IT - Software

  • Automobiles - Passenger Cars

  • Refineries

  • Power Generation/Distribution

  • Finance - NBFC

  • Steel & Iron Products

  • Engineering - Construction

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Household & Personal Products

  • Bank - Public

  • Telecommunication - Service Provider

  • Insurance

  • Breweries & Distilleries

  • Auto Ancillary

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Port

  • Restaurants

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Engineering - Industrial Equipments

  • Consumer Durables - Electronics

  • Diversified

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Fund Manager

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  • Equity

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About Tata Large Cap Fund

Scheme Analysis

Tata Large Cap Fund is a Equity - Large Cap Fund fund and belongs to Tata Mutual Fund. It was launched on 07-May-1998 and currently has an AUM of ₹2,631.27 crore. Tata Large Cap Fund is benchmarked against NIFTY 100 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Tata Large Cap Fund ended down ₹-0.25(-0.05%)yesterday to ₹492.4889.

Among its top 3 holdings the fund has exposure to HDFC BANK LTD, and

The Tata Large Cap Fund is managed by Abhinav Sharma and Hasmukh Vishariya.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782