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Tata Large Cap Fund -Regular Plan - Growth Option

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Category: Equity: Large Cap
Launch Date: 07-05-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.16% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,593 Cr As on (31-08-2023)
Turn over: 40.72
NAV as on 27-09-2023

380.5947

1.66 (0.4359%)

CAGR Since Inception

15.4%

NIFTY 100 TRI 17.08%

PERFORMANCE of Tata Large Cap Fund -Regular Plan - Growth Option

Scheme Performance (%) Data as on - 27-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Large Cap Fund -Regular Plan - Growth Option 18.19 23.59 13.32 13.38 15.4
NIFTY 100 TRI 14.25 22.09 13.22 14.54 17.08
Equity: Large Cap 17.2 21.45 12.68 14.2 13.3

Yearly Performance (%)

Nav Movement

Fund Managers

Abhinav Sharma, Arvindkumar Kumaresan Chetty

Investment Objective

Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.

RETURNS CALCULATOR for Tata Large Cap Fund -Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of Tata Large Cap Fund -Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Large Cap Fund -Regular Plan - Growth Option 14.21 1.14 0.29 0.98 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Tata Large Cap Fund -Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 27-09-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 18.19 6.45 23.59 13.32 13.38
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 26.0 14.09 30.78 14.94 17.4
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 24.38 12.18 27.65 13.49 15.46
ICICI Prudential Bluechip Fund - Growth 05-05-2008 21.26 9.72 25.14 13.87 15.49
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 20.81 8.86 19.22 12.33 13.2
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 20.59 7.07 21.76 13.38 14.76
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 20.58 7.06 21.77 13.37 14.76
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 20.55 7.01 21.72 13.36 14.75
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 19.1 7.21 23.94 14.19 16.04
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 19.02 5.26 19.84 11.57 12.56

PORTFOLIO ANALYSIS of Tata Large Cap Fund -Regular Plan - Growth Option

Asset Allocation (%)