Tata Large Cap Fund -Regular Plan - Growth Option

2
Large Cap NAV 301.4826 -0.74 25 May, 2022
Tata Large Cap Fund -Regular Plan - Growth Option was previously known as

Tata Large Cap Fund (G)

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 07 May, 1998
Benchmark S&P BSE Sensex
Asset Size(Cr) 1176.07 (As on 31-03-2022)
Turn over 24.50%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.43% (As on 31-03-2022)
Fund Manager Venkat Samala,Amey Sathe

Investment Returns (As on 25 May, 2022)

Duration Returns Benchmark Category
1 W -1.83% -0.55% -0.84%
1 M -6.18% 0.19% -0.34%
3 M -4.61% 0.78% -1.95%
6 M -9.97% -5.04% -7.76%
1 Y 5.1% 18.84% 15.38%
2 Y 35.9% 37.02% 32.3%
3 Y 9.97% 14.85% 13.31%
5 Y 9.67% 13.8% 11.3%

Risk Mesasures (As on 25 May, 2022)

Std Dev Sharpe Beta Alpha
Fund 12.95 0.72 4.22 0.11
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 3.05%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Large Cap Fund -Regular Plan - Growth Option 5.1% 9.97% 9.67%
Mirae Asset Large Cap Fund - Growth Plan 49.78% 12.87% 11.45%
ICICI Prudential Bluechip Fund - Growth 8.4% 12.22% 11.37%
SBI Blue Chip Fund-Regular Plan Growth 3.89% 11.14% 10.07%
Aditya Birla Sun Life Frontline Equity Fund-Growth 5.09% 10.46% 9.35%
Axis Bluechip Fund - Regular Plan - Growth -1.37% 10.38% 12.65%
Nippon India Large Cap Fund- Growth Plan -Growth Option 9.26% 8.67% 10.3%

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