Tata Large Cap Fund -Regular Plan - Growth Option
NAV as on 12-12-2025
₹ 525.1044
₹
3.6
(
0.6846%)
AUM as on 28-11-2025
2,827.3 Cr
Rtn (Since Inception)
15.42%
Tata Large Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Large Cap |
| Launch Date: | 07-05-1998 |
| Assets Class: | Equity |
| Benchmark: | NIFTY 100 TRI |
| TER: | 1.99% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 2,827.3 Cr As on (28-11-2025) |
| Turn over: | 31.07 |
| Exit Load: | 1. On or before 30 days from the date of allotment: 0.50% 1 2. After 30 days from the date of allotment: NIL. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Tata Large Cap Reg Gr | 07-05-1998 | 4.88 | 13.04 | 14.35 | 16.83 | 13.01 |
| ICICI Pru Large Cap Fund Gr | 05-05-2008 | 7.26 | 16.08 | 17.57 | 18.66 | 15.37 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 7.23 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Large Cap Fund Reg Gr | 05-03-2003 | 5.63 | 15.9 | 17.61 | 15.83 | 12.68 |
| ABSL Large Cap Fund Gr | 05-08-2002 | 5.61 | 14.42 | 14.89 | 16.31 | 13.6 |
| SBI Large Cap FUND Reg PLAN Gr | 01-02-2006 | 5.32 | 12.83 | 13.84 | 15.43 | 13.33 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 5.29 | 12.95 | 12.69 | 14.32 | 14.21 |
| Nippon India Large Cap Fund Gr Gr | 08-08-2007 | 5.2 | 15.64 | 18.42 | 20.89 | 15.28 |
| UTI Large Cap Fund Reg Gr | 18-10-1986 | 4.8 | 11.61 | 12.44 | 13.93 | 12.89 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 4.77 | 15.68 | 16.62 | 15.75 | 13.9 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Installment Amount
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