Tata Large Cap Fund -Direct Plan Growth Option
Fund House: Tata Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.05% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,451.31 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 31.07% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. |
554.312
-0.69 (-0.1249%)
14.07%
Benchmark: 17.08%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.96 |
| Sharpe Ratio | 0.49 |
| Alpha | 1.64 |
| Beta | 0.97 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Large Cap Fund -Direct Plan Growth Option | 01-01-2013 | 6.75 | 20.19 | 15.58 | 22.54 | 13.09 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.54 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 14.07 | 24.95 | 19.28 | 21.15 | 11.63 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 10.9 | 20.31 | 15.25 | 20.23 | 13.49 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 10.61 | 22.53 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 10.58 | 18.86 | 13.58 | 20.79 | 11.09 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 9.9 | 17.2 | 14.46 | 21.3 | 12.46 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 9.87 | 20.49 | 15.46 | 21.95 | 12.32 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 9.25 | 16.63 | 12.25 | 19.48 | 13.11 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 9.15 | 19.46 | 14.91 | 21.48 | 12.57 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.47%
Others
5.73%
Large Cap
82.46%
Mid Cap
7.34%
