Tata Large Cap Fund Growth

• Alpha -1.64%
• Beta 0.98
• Sharpe Ratio0.72
• Std Deviation 11.84%
• Tracking Error 4.83%

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

The Tata Large Cap Fund Growth has an AUM of 2827.02 crores & has delivered CAGR of 14.42% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.99%. 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 Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, Kotak Mahindra Bank Ltd & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Oil & Gas Operations.

Some of the similar funds are Bandhan Large Cap Fund Growth, Tata Large Cap Fund Growth, Baroda BNP Paribas Large Cap Fund Regular Plan Growth, Quant Large Cap Fund Regular Growth, Motilal Oswal Large Cap Fund Regular Growth. Tata Large Cap Fund Growth has a sharpe ratio of 0.72 & a standard deviation of 11.84%.