tortoise-icon tortoise-icon

Tata Large Cap Fund -Regular Plan - Growth Option

  • Equity
  • Large Cap
  • Very High
  • Current NAV

    ₹443.94 1.4832%

    28-03-2024
  • Annual Returns

    36.51%

  • Min. SIP ₹100

    Min. Investment ₹5000

Invest Now Compare

Invest Now

Calculate SIP Returns of Tata Large Cap Fund -Regular Plan - Growth Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W 2.16% 2.24% 1.3%
1M -0.36% 0.08% -0.34%
3M 3.6% 5.22% 2.35%
6M 15.56% 16.34% 12.6%
1Y 36.51% 38.07% 31.74%
2Y 16.64% 17.07% 14.9%
3Y 17.63% 16.86% 16.45%
5Y 15.28% 15.26% 15.42%
ALL 15.73% 14.63% 14.05%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Very High

Check ot the detail risk analysis of the fund.

Check Now
small-banner

Fund Managers

Abhinav Sharma
Abhinav Sharma

Fund Manage - 3

Total AUM. - 4859Cr.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features
To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Equity96.54% Others3.46%

Market Cap

Top 5 Sectors

Financial

Energy

Technology

Consumer Staples

Construction

Top 5 Companies

HDFC Bank Ltd.

Reliance Industries Ltd.

Larsen & Toubro Ltd.

Infosys Ltd.

ICICI Bank Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now
More Funds From

Tata Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Tata Infrastructure Fund-Regular Plan- Growth Option 0.64% 13.75% 28.32% 66.45% 24.45%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth -2.49% 10.85% 23.97% 57.81% 22.92%
Tata Mid Cap Growth Fund Regular Plan- Growth Option -0.95% 5.34% 16.2% 54.63% 21.16%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option -0.95% 5.34% 16.2% 54.63% 21.09%
Tata Mid Cap Growth Fund-Regular Plan - IDCW Option -0.95% 5.34% 16.2% 54.63% 21.09%
Tata Business Cycle Fund-Regular Plan-Growth -0.17% 7.3% 20.62% 54.24% 0%
Tata Equity PE Fund Regular Plan -(Growth Option) -1.71% 4.78% 20.28% 49.52% 17.41%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth -1.86% 4.98% 17.77% 47.43% 0%
Tata Dividend Yield Fund-Regular Plan-Growth -1.82% 1.86% 14.38% 45.63% 0%
See More About Tata Mutual Fund

Compare Funds

HDFC Small Cap Fund - Growth Option

3Y Returns31.4%

AUM 26836.99Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns32.72%

AUM 13230.8235Cr.

Compare Now

Franklin India Smaller Companies Fund-Growth

3Y Returns30.43%

AUM 11397.83Cr.

VS

DSP Small Cap Fund - Regular - Growth

Returns25.96%

AUM 13094.6103Cr.

Compare Now

Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns34.49%

AUM 43815.61Cr.

VS

Quant Small Cap Fund-Growth

Returns41.06%

AUM 13001.8326Cr.

Compare Now

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns23.75%

AUM 23716.95Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns28.98%

AUM 7821.2236Cr.

Compare Now

Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for short-term goals with moderate risk and good returns, targeting financial stability and growth
  • StrategyStrategy
  • Focuses on quality, established companies with a "Buy & Hold" approach, emphasizing long-term value.
  • DurationDuration
  • A minimum of 3 years is recommended to allow the investment to mature and overcome market fluctuations.
  • Risk ToleranceRisk Tolerance
  • Generally stable with less volatility, but can dip 15-20% in worst-case scenarios, usually recovering within 1-2 years.
  • Returns ExpectationReturns Expectation
  • Aims for a 10-12% compounded annual growth rate (CAGR), balancing stability and growth potential.

Frequently Asked Questions

What is the current NAV of Tata Large Cap Fund -Regular Plan - Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Tata Large Cap Fund -Regular Plan - Growth Option as of 28-03-2024 is 443.9407.

What is the expense ratio of Tata Large Cap Fund -Regular Plan - Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Tata Large Cap Fund -Regular Plan - Growth Option?

Tata performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Tata Large Cap Fund -Regular Plan - Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Tata Large Cap Fund -Regular Plan - Growth Option is Rs 1854.67 Crs.

Is Tata Large Cap Fund -Regular Plan - Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Tata Large Cap Fund -Regular Plan - Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Tata Large Cap Fund -Regular Plan - Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Technology, Consumer Staples, Construction.

How to start online SIP in Tata Large Cap Fund -Regular Plan - Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Tata Large Cap Fund -Regular Plan - Growth Option?

Redeeming your investments in Tata Large Cap Fund -Regular Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Abhinav Sharma, Kapil Malhotra, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Add to Cart Successfully