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Tata Large Cap Fund -Regular Plan - Growth Option

Category: Equity: Large Cap
Launch Date: 07-05-1998
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.99% As on ( 31-12-2025)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,839.56 Cr As on ( 31-12-2025)
Turn over: 31.07

NAV as on 30-01-2026

510.2657

-2.15 ( -0.4206% )

CAGR Since Inception

15.22%

NIFTY 100 TRI -0.01%

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PERFORMANCE of Tata Large Cap Fund -Regular Plan - Growth Option

Scheme Performance (%) Data as on - 30-01-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Tata Large Cap Fund -Regular Plan - Growth Option	8.98	15.42	15.48	12.85	15.22
NIFTY 100 TRI	10.21	15.05	14.78	14.31	-0.01
Equity: Large Cap	8.39	15.28	14.2	13.16	12.78

Yearly Performance (%)

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Fund Managers

FM-1 Abhinav Sharma, FM-2 Hasmukh Vishariya

Investment Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for Tata Large Cap Fund -Regular Plan - Growth Option

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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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Riskometer

Key Performance and Risk Statistics of Tata Large Cap Fund -Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Tata Large Cap Fund -Regular Plan - Growth Option	12.66	0.79	0.61	0.97	-	-
Equity: Large Cap	-	-	-	-	-	-

PEER COMPARISION of Tata Large Cap Fund -Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 30-01-2026

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 Option	07-05-1998	8.98	9.34	15.42	15.48	12.85
BANK OF INDIA Large Cap Fund Regular Plan Growth	24-06-2021	12.29	7.73	17.02	0.0	0.0
BANDHAN Large Cap Fund - Regular Plan - Growth	09-06-2006	10.84	10.81	17.55	14.64	13.65
WhiteOak Capital Large Cap Fund Regular Plan Growth	01-12-2022	10.58	12.88	17.84	0.0	0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option	08-08-2007	10.51	11.51	19.11	19.65	15.33
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth	05-05-2008	10.35	10.98	17.86	17.46	15.2
Franklin India Large Cap Fund-Growth	01-12-1993	10.09	10.78	15.06	13.92	12.13
Kotak Large Cap Fund - Growth	29-12-1998	10.0	11.25	15.61	14.88	13.63
SBI Large Cap FUND-REGULAR PLAN GROWTH	01-02-2006	9.95	10.89	14.72	14.74	13.13
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	10-02-2012	9.94	7.92	14.23	13.07	12.01