Active Stocks
Wed Apr 24 2024 15:59:54
  1. Tata Steel share price
  2. 165.50 2.73%
  1. NTPC share price
  2. 351.25 1.25%
  1. Power Grid Corporation Of India share price
  2. 290.00 1.75%
  1. Infosys share price
  2. 1,431.85 -0.68%
  1. ITC share price
  2. 428.85 -0.08%
Business News/Market/Market Stats/    Tata Large Cap Fund Growth

Tata Large Cap Fund Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
450.37 +0.16 (0.03%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2019.22
  • CAGR 34.61%
  • Exit Load1.00%
  • Expense ratio2.10%
  • CategoryEquity
  • Min Investment5000
  • Min SIP100
  • Launch Date1998-05-07

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -1.64%
  • Beta 0.98
  • Sharpe Ratio0.90
  • Std Deviation 13.02%
  • Tracking Error 4.83%

About Fund

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.

 

The Tata Large Cap Fund Growth has an AUM of 2019.22 crores & has delivered CAGR of 15.73% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. The minimum investment in Tata Large Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Reliance Industries, Larsen & Toubro & ICICI Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Personal & Household Prods. & Oil & Gas Operations.

 

Some of the similar funds are Baroda BNP Paribas Large Cap Fund Regular Plan Growth, Tata Large Cap Fund Growth, HSBC Large Cap Fund Growth, DSP Top 100 Equity Fund Regular Plan Growth, Sundaram Large Cap Fund Reg Gr. Tata Large Cap Fund Growth has a sharpe ratio of 0.90 & a standard deviation of 13.02%.

FAQs about Tata Large Cap Fund Growth

According to the morning star rating Tata Large Cap Fund Growth has a Moderate risk & Exceptional return.
Tata Large Cap Fund Growth is managed by Abhinav Sharma,Kapil Malhotra.
The expense ratio of Tata Large Cap Fund Growth is 2.10%.
The 5 year annualized return on Tata Large Cap Fund Growth is 15.73% & it has generated 34.61% in the last 1 year.
The minimum investment in Tata Large Cap Fund Growth is 5000 Rs.
Tata Large Cap Fund Growth has an AUM of 2019.22 crores.
Recommended For You