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: 2.05% 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. |
487.4189
1.87 (0.3829%)
15.49%
Benchmark: 17.11%
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
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 | 13.95 |
| Sharpe Ratio | 0.42 |
| Alpha | 0.59 |
| 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 -Regular Plan - Growth Option | 07-05-1998 | 8.23 | 20.63 | 14.39 | 22.64 | 11.65 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 25.29 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 17.9 | 26.54 | 19.42 | 22.61 | 11.48 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 13.26 | 24.48 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.76 | 22.04 | 15.22 | 21.38 | 13.37 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.69 | 20.19 | 13.52 | 21.72 | 10.84 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 11.62 | 21.03 | 14.8 | 22.75 | 12.45 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.53 | 21.94 | 15.14 | 23.07 | 12.16 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 11.08 | 24.84 | 15.65 | 22.29 | 12.34 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.91 | 18.2 | 12.13 | 20.67 | 12.98 |
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%
