{"id":241064,"date":"2026-09-10T13:23:28","date_gmt":"2026-09-10T07:53:28","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T13:23:28","modified_gmt":"2026-09-10T07:53:28","slug":"tata-large-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Tata Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-cap-fund-g-direct-plan\">Tata Large Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b9579.756 as of 09 Sep 2026 and a scheme AUM of \u20b92,764 Cr. Its 1-year, 3-year and 5-year returns are 1.89%, 10.38% and 9.92%, and the fund sits in the High Risk category. Our view is that this is a large-cap portfolio for investors who can accept sharp short-term swings in exchange for steadier longer-term compounding than the recent one-year figure suggests.<\/p>\n<p>The fund has stayed below its benchmark over 5 years, but the gap is less severe over 3 years, while the latest year looks weak. That mix, along with a concentrated top-holding profile and a 47-stock portfolio, points to a fund that may suit long-horizon investors who understand that large-cap portfolios can still move unevenly even when the underlying mandate is relatively broad.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Tata_Large_Cap\" title=\"Should you BUY or HOLD Tata Large Cap?\">Should you BUY or HOLD Tata Large Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/tata-large-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9579.756 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b92,764 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.97%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Abhinav Sharma, Hasmukh Vishariya<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Abhinav Sharma and Hasmukh Vishariya.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.77%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.98%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>1.89%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>10.38%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>9.92%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Over the latest month, the fund fell, but it still held up better than the benchmark. The three-month return was stronger than the index, which suggests the fund recovered through the quarter more effectively than the benchmark.<\/p>\n<p>The one-year picture is more striking because the fund produced a positive return while the benchmark was negative. That tells us the fund has handled a difficult year for the benchmark better than the index itself, even though its own recent path has not been smooth.<\/p>\n<p>The longer view is also constructive. The 3-year and 5-year returns both stay ahead of the benchmark, which means the fund has created more value than the index over those horizons. At the same time, the recent weakness in the 1-month figure shows that shorter stretches can still be volatile and can differ meaningfully from the longer trend.<\/p>\n<p>Overall, the pattern is not one of steady monthly strength, but of better medium- and long-term compounding than the benchmark. For investors, that makes the fund more relevant as a patient large-cap allocation than as a short-term return story.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Tata_Large_Cap\"><\/span>Should you BUY or HOLD Tata Large Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Tata Large Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-cap-fund-g-direct-plan\">Tata Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>1.89%<\/td>\n<td>10.38%<\/td>\n<td>9.92%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>8.13%<\/td>\n<td>13.11%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.99%<\/td>\n<td>12.61%<\/td>\n<td>10.27%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.82%<\/td>\n<td>12.8%<\/td>\n<td>9.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>3.91%<\/td>\n<td>13.77%<\/td>\n<td>11.79%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-large-cap-fund-g-direct-plan\">ITI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.08%<\/td>\n<td>11%<\/td>\n<td>9.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>Tata Large Cap Fund Direct Growth Plan\u2019s one-year return is softer than the stronger recent figures shown by several peer funds, especially Quant Large Cap Fund Direct Growth Plan, Taurus Large Cap Fund Direct Growth Plan and Bank of India Large Cap Fund Direct Growth Plan. The 3-year and 5-year numbers look more balanced, because the fund stays in line with the mid-pack of the peer set on those longer horizons and even edges some funds on the 5-year measure. The short-term comparison therefore looks weaker than the medium-term one, which makes the fund\u2019s recent stretch less convincing than its longer record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>9.26%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>5.57%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd<\/td>\n<td>Telecom<\/td>\n<td>5.54%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd<\/td>\n<td>Crude Oil<\/td>\n<td>4.85%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>3.25%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.15%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd<\/td>\n<td>IT<\/td>\n<td>3.11%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>3.03%<\/td>\n<\/tr>\n<tr>\n<td>Samvardhana Motherson International Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.99%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>2.92%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 43.67% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/tata-large-cap-fund-g-direct-plan\">Tata Large Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd, sits at 9.26%, which is large enough to matter for the portfolio\u2019s near-term movement. The drop from the first holding to the tenth is noticeable, but not extreme, so the fund does not look dominated by a single position alone.<\/p>\n<p>Even so, the top 10 holdings together make up 43.67% of the portfolio, which suggests a meaningful share of assets is focused in a relatively small set of stocks. With 47 holdings disclosed in total, the rest of the portfolio appears spread across a longer tail, which may help diversify company-specific risk even if the leading names still carry greater influence.<\/p>\n<p>That mix can be useful for investors who want large-cap exposure with clear conviction in the biggest names, but it also means the portfolio may not behave like a very evenly spread basket. In our view, the concentration is moderate rather than extreme.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better aligned with investors who are comfortable with High Risk exposure and can stay invested through uneven short-term moves. The 1-year return is much weaker than the 3-year and 5-year record, so the fund fits a longer horizon better than a short trading mindset.<\/p>\n<p>The benchmark comparison shows that the fund has done better than the Nifty 50 over 3 years and 5 years, but the recent one-year period has been less compelling. The main trade-off is that investors may accept volatility and occasional short-term weakness in exchange for a large-cap portfolio that has still delivered better medium-term compounding than the index.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.50% on units sold on or before 30 days; nil after 30 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Tata Large Cap Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b9579.756 as of 09 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are 1.89% for 1 year, 10.38% for 3 years and 9.92% for 5 years.<\/p>\n<p><strong>How does the fund compare with the Nifty 50?<\/strong><br \/>It has beaten the benchmark over 3 years and 5 years, while also holding up better than the benchmark over 1 month, 3 months and 1 year.<\/p>\n<p><strong>How does it compare with peer funds on recent returns?<\/strong><br \/>Its 1-year return is lower than several peers, but its 3-year and 5-year figures are more balanced and stay competitive with the peer group on the longer horizon.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>No minimum SIP amount is listed here, so we are not stating one.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Abhinav Sharma and Hasmukh Vishariya. The exit load is 0.50% on units sold on or before 30 days and nil after 30 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Tata Large Cap Fund Direct Growth Plan looks uneven in the short run but more constructive over longer holding periods. The recent 1-year result is much softer than its 3-year and 5-year record, and the benchmark comparison points to better medium-term outcomes than the Nifty 50. Against peers, the recent year is less competitive, but the longer-horizon numbers remain usable. The portfolio is anchored by large bank and blue-chip positions, which may help stability, though the top holdings still carry meaningful influence.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 1:21 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Tata Large Cap Fund Direct Growth Plan\",\"identifier\":\"tata-large-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":579.756,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"2764 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.97\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":1.89},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":10.38},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":9.92},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Abhinav Sharma, Hasmukh Vishariya\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Tata Large Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9579.756 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 1.89% for 1 year, 10.38% for 3 years and 9.92% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has beaten the benchmark over 3 years and 5 years, while also holding up better than the benchmark over 1 month, 3 months and 1 year.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than several peers, but its 3-year and 5-year figures are more balanced and stay competitive with the peer group on the longer horizon.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No minimum SIP amount is listed here, so we are not stating one.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Abhinav Sharma and Hasmukh Vishariya. The exit load is 0.50% on units sold on or before 30 days and nil after 30 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tata Large Cap Fund Direct Growth Plan has a NAV of \u20b9579.756 as of 09 Sep 2026, with 1Y\/3Y\/5Y returns of 1.89%\/10.38%\/9.92% and High Risk classification.<\/p>\n","protected":false},"author":38,"featured_media":241063,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241064","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241063"],"rank_math_title":["Tata Large Cap Fund Direct Growth Review 2026"],"rank_math_description":["Tata Large Cap Fund Direct Growth Plan review: NAV \u20b9579.756 as of 09 Sep 2026, 1Y return 1.89%, 3Y 10.38%, 5Y 9.92%."],"rank_math_focus_keyword":["Tata Large Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Tata_Large_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241064","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241064"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241064\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241063"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241064"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241064"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}