Tata Large Cap Direct Plan-Growth
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Equity, Large Cap, Principal at very high risk
1 Year Return 7.34% at 22 Dec 2025 06:33 PM
Fund Details
NAV 601.0006
Sub-Type Large Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 2827.02
Fund Performance
1 Month -0.14%
3 Month 2.02%
6 Month 6.12%
1 Year 7.34%
3 Year 15.38%
5 Year 17.4%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (70.93%) Market Cap Mid Cap 5.75 Small Cap 4.05 Large Cap 61.12 Top Sectors Financial 29.4 Automobile 8.32 Energy 5.41 Construction 5.31 Communication 4.76 Capital Goods 3.61 Healthcare 3.59 Technology 3.2 Services 2.96 Metals & Mining 1.82 Materials 1.74 Consumer Discretionary 0.82 Top Holding Max Financial Services 2.73 Axis Bank 1 Mahindra & Mahindra 2.25 NTPC 0.92 Sandhar Technologies 1.24 JB Chemicals 0.88 Max Healthcare Institute 0.74 HDFC Bank 8.92 Ambuja Cements 0.7 Kotak Mahindra Bank 1.9 Reliance Industries 4.49 Larsen & Toubro 5.31 Shriram Pistons & Rings 0.87 Eicher Motors 0.98 Bharti Airtel 4.76 Sun Pharmaceutical Industries 1.01 Bajaj Finance 2.95 Ultratech Cement 1.04 Eternal 1.16 Cummins India 1.58 Bharat Electronics 0.93 State Bank of India 3.88 Tata Steel 1.82 Swiggy 0.91 Yatharth Hospital & Trauma Care Services 0.96 ICICI Bank 8.02 Infosys 2.03 Maruti Suzuki India 1.21 Titan Company 0.82 Coforge 1.18 Indiqube Spaces 0.11 Samvardhana Motherson 1.78 Avenue Supermarts 0.77 GE Vernova T&D 1.1
Debt & Others (29.07%) Sector Allocation Certificate of Deposit 5.99 Bonds 1 Net Receivables 4.93 Debt Credit Ratings Cash & Call Money 12.71 SOV 9.38 A1+ 5.99 AA+ 1 Debt Category Cholamandalam Investment and Finance Company 1.0 Others 12.71 Punjab National Bank 3.69 Bank of Baroda 2.3
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-Growth Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Reinvestment Ret 1M -1.69% Ret 1Y -2.44% Ret 3Y 21.06% Ret 5Y 13.62%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-Growth Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Payout Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Reinvestment Ret 1M -2.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan BSE Healthcare Index Fund Regular-Growth Ret 1M -1.66% Ret 1Y -1.96% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Health and Wellness Fund Regular-Growth Ret 1M -2.13% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.97%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhinav Sharma
Education Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.
Experience Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.
Kapil Malhotra
Education Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Hasmukh Vishariya
Education Chartered Accountant
Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 52
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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