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: 1.42% As on ( 31-01-2019)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 732.07 Cr As on ( 28-02-2019)
Turn over: 32.78
NAV as on 20-03-2019

216.8912

-0.14 ( -0.0625% )

CAGR Since Inception

15.87%

S&P BSE Sensex TRI 9.73%

PERFORMANCE of Tata Large Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 20-03-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Large Cap Fund Regular Plan - Growth 8.47 12.45 12.73 16.74 15.87
S&P BSE SENSEX TRI 17.78 16.93 13.61 17.33 9.73
Equity: Large Cap 8.42 13.53 13.82 16.74 13.18

Yearly Performance (%)

Fund Managers

Mr. Gopal Agrawal

Mr.Agrawal is a B.E and MBM. Prior to joining Tata AMC he has worked with Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.

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.

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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 - 20-03-2019
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 8.47 8.9 12.45 12.73 16.74
JM Large Cap Fund - Quarterly Dividend Option 01-05-2015 33.51 6.57 9.43 0.0 0.0
HDFC Top 100 Fund - Growth Option 11-10-1996 14.8 11.52 17.97 15.43 19.2
Axis Bluechip Fund - Growth 05-01-2010 14.45 16.67 15.96 15.05 0.0
Axis Bluechip Fund - Dividend 05-01-2010 12.52 14.35 14.42 13.89 0.0
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 12.08 13.07 17.25 17.41 18.46
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 11.99 11.73 15.09 13.81 0.0
HDFC Top 100 Fund - Dividend Option 03-09-1996 11.76 9.28 16.1 14.03 18.02
Reliance Large Cap Fund- Dividend Plan 08-08-2007 10.61 12.26 16.38 16.49 17.69
Canara Robeco Bluechip Equity Fund - Regular Plan - Dividend 21-08-2010 10.41 10.63 14.02 12.92 0.0

PORTFOLIO ANALYSIS of Tata Large Cap Fund Regular Plan - Growth

Asset Allocation (%)

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