Tata Large Cap Fund -Regular Plan - Growth Option

Equity: Large Cap Open Ended Scheme
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NAV
₹ 507.4282 ₹ 5.58 (1.1 %)
as on 21-04-2026
Asset Size (AUM)
2,456.89 Cr
Launch Date
May 07, 1998
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in May 07, 1998
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15.07

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.33 %
Expense Ratio
2.04%
Volatility
12.66 %
Fund House
Tata Mutual Fund
Fund Manager
FM-1 Abhinav Sharma, FM-2 Hasmukh Vishariya
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Tata Large Cap Fund -Regular Plan - Growth Option
BANK OF INDIA Large Cap Fund Regular Plan Growth
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option
Invesco India Largecap Fund - Growth
Nippon India Large Cap Fund- Growth Plan -Growth Option
Quant Large Cap Fund - Growth Option - Regular Plan
SBI Large Cap FUND-REGULAR PLAN GROWTH
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH
BANDHAN Large Cap Fund - Regular Plan - Growth
HSBC Large Cap Fund - Regular Growth
Performance

Scheme Performance (%)

Data as on - 21-04-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
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 4.78 6.53 14.89 13.68 12.27
BANK OF INDIA Large Cap Fund Regular Plan Growth 24-06-2021 9.91 5.27 17.32 0.0 0.0
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option 10-02-2012 6.39 5.46 14.22 12.31 11.37
Invesco India Largecap Fund - Growth 21-08-2009 6.09 8.58 17.88 15.12 13.14
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 6.01 7.58 18.28 18.37 14.89
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 5.82 1.26 16.89 0.0 0.0
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 5.75 8.34 14.01 13.23 12.57
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH 20-08-2024 5.67 0.0 0.0 0.0 0.0
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 5.44 8.13 16.66 13.82 13.01
HSBC Large Cap Fund - Regular Growth 10-12-2002 5.22 6.42 15.15 12.76 12.74
Portfolio Analysis
Portfolio as on
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Sector Allocation (%)
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