March 25, 2026
RA Jainee
Tata Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 526.53 |
| NAV Bonus (Rs.) | |
| NAV IDCW (Rs.) | 119.61 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 TRI |
| AUM Rs. | 2,784 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.97% |
| 1 Year Return (%) | -1.88 |
| 3 Year Return (%) | 13.06 |
| 5 Year Return (%) | 11.70 |
| 10 Year Return (%) | 12.62 |
| Return Since Launch | 12.62% |
⚖️ Sahifund Review – Tata Large Cap Fund ✔
PLUS: Stability, track record, cost efficiency
✓ Tata Large Cap Fund offers steady long-term performance, with returns broadly ahead of benchmark across 3-year, 5-year and 7-year periods.
✓ The fund has maintained a reasonably consistent large-cap oriented portfolio, making it suitable for conservative equity investors.
✓ With 43 stocks and nearly 47% in top 10 holdings, the portfolio remains focused yet diversified enough for core allocation.
✓ Backed by the trusted pedigree of Tata Mutual Fund, it offers comfort for long-term SIP investors.
✓ Its allocation to a small portion of mid and small caps adds a mild growth kicker without changing the large-cap character.
✓ Suitable for investors looking for relative stability, lower downside shocks and disciplined SIP-led wealth creation.
MINUS: Large AUM, large-cap bias, momentum lag
⚖️ 1-year return of -1.88% reflects weak recent momentum and only average category positioning.
⚖️ Despite stability, the fund has underperformed stronger peers like Nippon India Large Cap and ICICI Pru Large Cap over longer periods.
⚖️ Expense ratio of 0.97% is on the higher side for a large-cap fund, which reduces its cost-efficiency appeal.
⚖️ The portfolio has a clear large-cap bias, which may limit upside in strong midcap/smallcap bull phases.
⚖️ Top 10 holdings at 46.97% indicate moderate concentration, so stock selection matters meaningfully.
⚖️ This is more of a “steady” fund than an “alpha-chasing” one, so return expectations should remain moderate.
Sahifund View (Decisive Line):
A dependable large-cap option for stability seekers, but investors chasing category-leading returns may find better alternatives elsewhere.
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to provide income medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Fund Manager:
1) 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.
2) Hasmukh Vishariya
Education: Chartered Accountant
Experience: Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Tata Large Cap Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 1-Jan-13 |
| Return Since Launch | 12.62% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 2,784 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.97% |
| (As on 28-Feb-2026) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 44.29% |
Tata Large Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Large Cap Dir | -13.24 | -2.88 | -12.61 | -13.02 | -10.36 | -1.88 | 13.06 | 11.70 | 12.28 | 12.62 |
| BSE 100 TRI | -13.63 | -2.80 | -12.27 | -13.76 | -10.49 | -2.33 | 12.20 | 10.87 | 12.04 | 13.14 |
| Equity: Large Cap | -12.80 | -2.87 | -12.07 | -12.84 | -10.46 | -1.90 | 13.35 | 11.06 | 12.00 | 12.58 |
| Rank within category | 63 | 77 | 102 | 52 | 36 | 51 | 40 | 23 | 21 | 17 |
| Number of funds in category | 120 | 121 | 121 | 120 | 116 | 103 | 84 | 60 | 52 | 42 |
Peer Comparison of Tata Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Large Cap Dir | 4 star | -1.88 | 13.06 | 11.70 | 0.97 | 2,784 | 12.62 | 0.50 (30) | 13Y 2M | 44.29 |
| ICICI Pru Large Cap Dir | 5 star | -1.21 | 15.17 | 13.75 | 0.85 | 77,452 | 14.40 | 1.00 (365) | 13Y 2M | 18.00 |
| SBI Large Cap Dir | 4 star | -1.58 | 11.94 | 10.73 | 0.79 | 55,246 | 13.84 | 0.25 (30) | 13Y 2M | 34.00 |
| Nippon India Large Cap Dir | 5 star | -0.42 | 16.47 | 15.95 | 0.65 | 51,404 | 14.89 | 1.00 (7) | 13Y 2M | 24.00 |
| HDFC Large Cap Dir | 5 star | -3.74 | 12.91 | 12.67 | 1.01 | 40,085 | 12.72 | 1.00 (365) | 13Y 2M | 29.18 |
Tata Large Cap Fund Portfolio
| No. of Stocks | 43 |
| Top 10 Stocks | 46.97% |
| Top 5 Stocks | 30.37% |
| Top 3 Sectors | 62.24% |
| Portfolio P/B Ratio | 3.08 |
| Portfolio P/E Ratio | 23.45 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 357,064 | 416,798 |
| Giant (%) | — | — |
| Large (%) | 88.40 | 94.31 |
| Mid (%) | 5.43 | 9.70 |
| Small (%) | 6.17 | 4.18 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status