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Business News/Market/Market Stats/    Tata Large Cap Fund Growth

Tata Large Cap Fund Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
411.59 +0.81 (0.20%) NAV as on 08 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1593.00
  • CAGR 16.62%
  • Exit Load1.00%
  • Expense ratio2.16%
  • CategoryEquity
  • Min Investment5000
  • Min SIP150
  • Launch Date1998-05-07

Morning Star Rating 2

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 10 December 2023

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

Risk & Volitility

  • Alpha -1.64%
  • Beta 0.98
  • Sharpe Ratio1.11
  • Std Deviation 14.21%
  • 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 1593.00 crores & has delivered CAGR of 15.24% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.16%. The minimum investment in Tata Large Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 150.

 

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

 

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

 

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

 

Some of the similar funds are Tata Large Cap Fund Growth, Baroda BNP Paribas Large Cap Fund Regular Plan 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 1.11 & a standard deviation of 14.21%.

FAQs about Tata Large Cap Fund Growth

According to the morning star rating Tata Large Cap Fund Growth has a Moderate risk & High return.
Tata Large Cap Fund Growth is managed by Abhinav Sharma,Arvindkumar Chetty.
The expense ratio of Tata Large Cap Fund Growth is 2.16%.
The 5 year annualized return on Tata Large Cap Fund Growth is 15.24% & it has generated 16.62% 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 1593.00 crores.
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