Tata Large Cap Fund -Regular Plan - Growth Option
Fund House: Tata Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 07-05-1998 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 2.1% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,019.22 Cr As on (31-03-2024) |
| Turn over: 40% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. |
458.029
0.53 (0.1159%)
15.85%
Benchmark: 17.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
1 Years 5 Months
7 Years 4 Months
7 Years 10 Months
9 Years 8 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 | 13.02 |
| Sharpe Ratio | 0.92 |
| Alpha | -0.1 |
| Beta | 0.99 |
| 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 -Regular Plan - Growth Option | 07-05-1998 | 34.22 | 19.08 | 18.56 | 15.72 | 14.18 |
| quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 52.74 | - | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 46.21 | 22.91 | - | - | - |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 46.1 | 24.85 | 21.6 | 17.36 | 14.36 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 42.86 | 27.33 | 26.06 | 17.86 | 17.34 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 40.54 | 23.26 | 22.06 | 18.08 | 16.27 |
| ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 40.27 | 21.66 | 17.5 | - | - |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 40.07 | 19.88 | 19.66 | 16.18 | 15.27 |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 39.55 | 22.4 | 19.83 | 18.0 | 16.26 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 39.46 | 18.66 | 18.25 | 14.14 | 12.3 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.12%
Others
2.35%
Large Cap
85.73%
Mid Cap
6.8%
Scheme Documents
