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Tata Large Cap Fund -Regular Plan - Growth Option
Tata Mutual Fund · Equity · Large Cap Fund
₹504.27
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.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Tata Large Cap Fund -Regular Plan - Growth Option
The current NAV (Net Asset Value) of Tata Large Cap Fund -Regular Plan - Growth Option is ₹504.27. NAV is updated every business day after market close by AMFI.
1Y: 1.46% · 3Y CAGR: 11.5% · 5Y CAGR: 11.14%
Expense ratio data is not yet available.
Tata Large Cap Fund -Regular Plan - Growth Option is managed by Tata Mutual Fund.
Tata Large Cap Fund -Regular Plan - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Tata Large Cap Fund -Regular Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.