Tata Large Cap Fund Growth
Medium
Risk
Equity
Large Cap Fund
+
17.16
%
17.16
%
3Y annualised
+
0.15
%
0.15
%
1D
1M
6M
1Y
3Y
All
Fund size
1968
NAV:
Mar 7, 2024
449.013
Sector
Tech
Type
Equity
Launched
May 1998
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
8.82
%
Reliance Industries Ltd
7.32
%
Larsen & Toubro Ltd
4.79
%
Infosys Ltd
4.75
%
ICICI Bank Ltd
4.63
%
Axis Bank Ltd
3.58
%
Sun Pharmaceuticals Industries Ltd
3.57
%
Kotak Mahindra Bank Ltd
3.34
%
NTPC Ltd
2.69
%
Tata Consultancy Services Ltd
2.54
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Tata Large Cap Fund Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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