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Tata Large Cap Fund Regular Plan - Growth

Category: Equity: Large Cap
Launch Date: 07-05-1998
Asset Class: Equity
Benchmark: S&P BSE SENSEX TRI
Expense Ratio: 2.43% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 892.44 Cr As on (31-03-2021)
Turn over: 66.14
NAV as on Fri May 07 00:00:00 IST 2021

279.0867

1.5 (0.5378%)

CAGR Since Inception

15.56%

S&P BSE SENSEX TRI 7.02%

PERFORMANCE of Tata Large Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 07-05-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Large Cap Fund Regular Plan - Growth 61.16 10.12 12.42 11.37 15.56
S&P BSE SENSEX TRI 5.52 -0.62 6.87 7.46 7.02
Equity: Large Cap 55.79 10.24 13.08 11.62 13.84

Yearly Performance (%)

Fund Managers

Venkat Samala,Amey Sathe

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

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Large Cap Fund Regular Plan - Growth 12.95 0.72 4.22 0.11 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Tata Large Cap Fund Regular Plan - Growth

Period
Data as on - 07-05-2021
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 07-05-1998 61.16 13.69 10.12 12.42 11.37
Franklin India Bluechip Fund-Growth 01-12-1993 70.05 15.4 10.76 12.23 11.19
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 63.18 8.82 7.99 13.46 12.24
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 62.82 15.58 9.97 12.68 13.81
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 60.72 13.51 9.12 12.69 12.62
Kotak Bluechip Fund - Growth 29-12-1998 60.71 16.86 11.95 13.56 12.0
ICICI Prudential Bluechip Fund - Growth 05-05-2008 60.66 14.32 10.76 14.4 12.96
UTI - Master Share-Growth Option 18-10-1986 60.46 16.58 11.53 13.86 11.79
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth 08-03-2019 59.75 15.68 0.0 0.0 0.0
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 59.64 8.72 9.11 13.32 10.78

PORTFOLIO ANALYSIS of Tata Large Cap Fund Regular Plan - Growth

Asset Allocation (%)