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Tata Large Cap Fund -Regular Plan - Growth Option

Tata Mutual Fund · Equity · Large Cap Fund

₹504.27

-1.41 (-0.28%) trending_down

AUM: —

NAV updated 12 days ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-0.15

Std Dev (1Y)

13.99%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+3.4%

3m

+4.72%

6m

-1.03%

1y

+1.46%

3y

+11.5%

5y

+11.14%

10y

+11.64%

since inception

+11.45%

rate_review TopFund's Take on Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option is a Large Cap Fund fund from Tata Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.15 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.99% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Tata Large Cap Fund -Regular Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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