Tata Large Cap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 -Direct Plan Growth 1.44 6.47 6.56 15.62 18.71 14.14
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 -Direct Plan Growth Jan 01, 2013 6.56 15.62 18.71 0.97 2,789.88
ICICI Prudential Large Cap Fund - Direct Plan - Growth Jan 01, 2013 8.53 18.29 20.50 0.85 75,863.08
Canara Robeco Large Cap Fund - Direct Plan - Growth Jan 01, 2013 7.17 16.22 17.76 0.47 17,233.68
UTI Large Cap Fund-Growth Option - Direct Jan 01, 2013 Unrated 6.40 13.07 16.11 0.93 13,241.33
Kotak Large Cap Fund - Growth - Direct Jan 01, 2013 7.97 16.45 18.48 0.62 10,899.85
BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option Jan 02, 2013 3.48 16.40 17.85 0.76 2,729.20

Fund Holdings as on 31-October-2025

  • HDFC BANK LTD

  • RELIANCE INDUSTRIES LTD

  • KOTAK MAHINDRA BANK LTD

  • ICICI BANK LTD

  • AXIS BANK LTD

  • INFOSYS LTD

  • LARSEN & TOUBRO LTD

  • MARUTI SUZUKI INDIA LTD

  • MAHINDRA & MAHINDRA LTD

  • BAJAJ FINANCE LTD

  • TATA CONSULTANCY SERVICES LTD

  • HINDUSTAN UNILEVER LTD

  • STATE BANK OF INDIA

  • BHARTI AIRTEL LTD

  • RBL BANK LTD

  • JSW STEEL LTD

  • CASH / NET CURRENT ASSET

  • TATA STEEL LTD

  • UNITED SPIRITS LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • HDFC LIFE INSURANCE CO. LTD

  • TECH MAHINDRA LTD

  • ADANI ENERGY SOLUTIONS LTD

  • AMBUJA CEMENTS LTD

  • HERO MOTOCORP LTD

  • NTPC LTD

  • HYUNDAI MOTOR INDIA LTD

  • POWER GRID CORPORATION OF INDIA LTD

  • BHARAT FORGE LTD

  • SBI CARDS AND PAYMENT SERVICES LTD

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • JSW CEMENT LTD

  • GRANULES INDIA LTD

  • BRITANNIA INDUSTRIES LTD

  • HAVELLS INDIA LTD

  • WESTLIFE FOODWORLD LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • WHIRLPOOL OF INDIA LTD

  • HINDALCO INDUSTRIES LTD

  • LG ELECTRONICS INDIA LTD

  • VIKRAM SOLAR LTD

  • CYIENT LTD

  • SIEMENS LTD

  • HONEYWELL AUTOMATION INDIA LTD

  • A) REPO

  • GRASIM INDUSTRIES LTD

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  • Bank - Private

  • IT - Software

  • Automobiles - Passenger Cars

  • Refineries

  • Finance - NBFC

  • Power Generation/Distribution

  • Steel & Iron Products

  • Engineering - Construction

  • Miscellaneous

  • Household & Personal Products

  • Bank - Public

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Auto Ancillary

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Forgings

  • Port

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Restaurants

  • Engineering - Industrial Equipments

  • Metal - Non Ferrous

  • Electronics - Components

  • Consumer Durables - Electronics

  • Diversified

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Fund Manager

  • Cash

  • 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 01-Jan-2013 and currently has an AUM of ₹2,789.88 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 up ₹2.73(0.46%)yesterday to ₹598.3923.

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