
Tata Large Cap Fund(G)-Direct Plan
+9.92%
5Y annualised
+9.92%
5Y annualised
-0.57% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹579.76
Min. SIP amount
₹100
Fund size (AUM)
2764 Cr
Expense ratio
0.97%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹579.76
Min. SIP amount
₹100
Fund size (AUM)
2764 Cr
Expense ratio
0.97%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
85.17%
Mid Cap
7.53%
Small Cap
4.84%
Others
2.46%
Sector Allocation
Bank
23.92%
It
9.90%
Healthcare
8.45%
Telecom
6.80%
Automobile & Ancillaries
6.72%
Finance
5.68%
Power
5.17%
Crude Oil
4.85%
Others
28.49%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Abhinav Sharma
Present
Hasmukh Vishariya
Present
Similar/Peer Fund Comparison
Quant Large Cap Fund(G)-Direct Plan
Taurus Large Cap Fund(G)-Direct Plan
Bank of India Large Cap Fund(G)-Direct Plan
Invesco India Largecap Fund(G)-Direct Plan
ITI Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
Bandhan Large Cap Fund(G)-Direct Plan
Baroda BNP Paribas Large Cap Fund(G)-Direct Plan
FAQs
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