|Fund Type||Open Ended|
|Benchmark||S&P BSE Sensex|
|Asset Size(Cr)||803.29 (As on Jul 31, 2018)|
|Fund Manager||Ennettee Fernandes (0.0), Rupesh Patel (0.0)|
|Notes||Tata Equity Management Fund has been merged with Tata Pure Equity Fund w.e.f. March 01, 2013.|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Tata Large Cap Fund (G)|| ||11.14 %||8.94 %||16.89 %|
|ICICI Prudential Bluechip Fund (G)|| ||13.76%||12.53%||19.61%|
|Aditya Birla Sun Life Frontline Equity Fund (G)|| ||9.46%||11.3%||20.46%|
|Reliance Large Cap Fund (G)|| ||14.89%||11.52%||22.71%|
|Axis Bluechip Fund (G)|| ||22.85%||13.28%||19.49%|
|SBI Bluechip Fund (G)|| ||9.79%||10.76%||21.61%|
|Period||Returns (%)||BSE 100 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
The Tata Mutual Fund is among the top-performing AMCs in India. It has been providing various investment solutions to the investors to cater their varying needs since its establishment. Among the different schemes that it offers, Tata Pure Equity Fund(G) is the most prominent one. It has helped many investors in fulfilling their desires. We at MySIPonline are providing you with the platform to take a review of this plan and decide on a selection of the same for your portfolio.
This plan was launched on 7th May 1998, with an objective to provide long-term capital appreciation to the investors. Later, w.e.f., 1st March 2003, Tata Equity Management Fund got merged with this scheme and gained a significant market possession. Now, it has been renamed to Tata Large Cap Fund, w.e.f., 29th February 2016. It falls under the large cap mutual funds category and offers open-ended and growth-oriented investment plans.
The overall reviews of a strategy help us a lot in making a better choice. Here we are providing you with a brief about the performance of this scheme:
If we take into consideration the overall market position of this scheme, it has been well proved that it is among the most preferable ones in the large-cap category. It holds three star rating which shows its better holding in the investment market.
The Tata Pure Equity plans a growth-oriented strategy which aims to cater the needs of every investor.
The Tata Pure Equity is thus the best strategy for an investor who is desirous of attaining high-yielding returns and capital appreciation. One can invest in this plan through SIP mode as well and compute the returns prior to investing by using the SIP calculator.
We at MySIPonline provide you with the best platform for mutual fund investments by offering different solutions and tools that would help you to take the best decision.