Tata Large Cap Direct Plan Growth

Equity
Large Cap
Very High Risk
19.19%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹535.67
Min. SIP amount₹100
Rating4
Fund size₹2,103.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.3%19.2%16.9%15.0%
Category average40.7%18.0%16.3%NA
Rank with in category442120NA
Understand terms

Holdings (53)

NameSectorInstrumentAssets
FinancialEquity8.93%
EnergyEquity7.16%
FinancialEquity4.73%
ConstructionEquity4.63%
TechnologyEquity3.77%
HealthcareEquity3.18%
FinancialEquity3.08%
EnergyEquity2.60%
FinancialEquity2.42%
Consumer StaplesEquity2.33%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 1.12%
1Y annualised returns lower than category average by 3.4%
3Y, 5Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 1.12%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Abhinav Sharma
Apr 2023 - Present
View details

Education
Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.
Experience
Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.
Also manages these schemes

Kapil Malhotra
Dec 2023 - Present
View details

Education
Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience
Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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