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Tata Large Cap Fund -Regular Plan - Growth Option

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Category: Equity: Large Cap
Launch Date: 07-05-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.0% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,701.78 Cr As on (30-06-2025)
Turn over: 31.07
NAV as on 11-07-2025

503.8825

-3.02 (-0.5989%)

CAGR Since Inception

15.5%

NIFTY 100 TRI 17.12%

PERFORMANCE of Tata Large Cap Fund -Regular Plan - Growth Option

Scheme Performance (%) Data as on - 11-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Large Cap Fund -Regular Plan - Growth Option 0.56 17.78 20.53 11.71 15.5
NIFTY 100 TRI 2.42 17.34 20.04 13.11 17.12
Equity: Large Cap 1.97 17.81 19.49 12.07 13.87

Yearly Performance (%)

Nav Movement

Fund Managers

FM-1 Abhinav Sharma, FM-2 Hasmukh Vishariya

Investment Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for Tata Large Cap Fund -Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Tata Large Cap Fund -Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Large Cap Fund -Regular Plan - Growth Option 12.66 1.02 0.61 0.96 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Tata Large Cap Fund -Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 11-07-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 0.56 16.68 17.78 20.53 11.71
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 15.41 0.0 0.0 0.0 0.0
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 6.58 21.34 20.85 20.02 11.51
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 5.07 17.48 18.33 19.43 13.52
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 4.88 15.01 17.35 20.47 12.48
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 4.8 19.86 0.0 0.0 0.0
Franklin India Large Cap Fund-Growth 01-12-1993 4.78 16.82 16.28 19.83 11.09
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 4.35 17.71 18.57 21.01 12.4
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 4.35 20.69 21.09 22.84 14.17
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.18 15.13 15.41 18.47 13.16

PORTFOLIO ANALYSIS of Tata Large Cap Fund -Regular Plan - Growth Option

Asset Allocation (%)