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Tata Large Cap Fund Direct growth
Equity • Large Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large Cap
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 10 Sep 2025
₹577.43
+0.4333% (2.50)
AUM
₹2,702 Cr
Expense ratio
0.99%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Basic Materials
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,82,488 Cr • Rank #11TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Abhinav Sharma
Experience: 4.49 yrs • Total AUM: 51,407 Cr
Hasmukh Vishariya
Experience: yrs • Total AUM: 1,57,678 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
ICICI Prudential Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
18.19%
Expense ratio
0.85%
Returns vs category
Risk vs category
Canara Robeco Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
16.03%
Expense ratio
0.46%
Returns vs category
Risk vs category
Kotak Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
15.49%
Expense ratio
0.61%
Returns vs category
Risk vs category
Mirae Asset Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
13.47%
Expense ratio
0.54%
Returns vs category
Risk vs category
Axis Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
11.81%
Expense ratio
0.71%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.