INF754K01202
₹2,610.97
The Tata Large Cap Fund aims to offer income distribution and/or medium to long-term capital gains. The fund primarily focuses on investing in equity and equity-related instruments of large-cap companies that demonstrate strong fundamentals and attractive valuations.
Key Investment Strategies:
- Follows an elimination approach and values benchmark allocation
- Considers company's financial prowess, future growth prospects, and valuation as key selection criteria
- Creates portfolio to control risk through diversification and lower concentration, minimizing adverse effects of stock-specific issues
- Uses combination of top-down and bottom-up strategies, prioritizing the latter
- Focuses on investing in fundamentally sound and undervalued large cap firms
The fund targets investors looking for investment primarily in equities and equity-linked securities of large cap businesses with a long-term investment horizon.
Gopal Agrawal is the current Fund Manager of Tata Large Cap Fund. He brings extensive experience to the role, having previously served as Chief Investment Officer at Tata Mutual Fund and held significant positions at DSP Investment Managers, Mirae Asset Mutual Fund, and SBI Mutual Fund.
Professional Background:
- Over 20 years of diverse finance experience with Engineering and Management degrees
- Gold medalist chemical engineer with MBM from VGSOM, IIT Kharagpur
- Extensive sector experience with top industry firms including Citibank and HDFC Bank Ltd
- Previously worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund, SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL
Tata Asset Management Limited operates under the prestigious Tata Group umbrella. Tata Mutual Fund is part of the Tata Group of companies, established in 1994 with a business model based on trust, service and performance. Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management and manages investments of Tata Mutual Fund.
Key Highlights:
- Legacy of over 30 years in the mutual fund industry
- Part of the trusted Tata Group conglomerate
- Intends to make the lives of investors better through investment products designed to achieve various financial goals
- Comprehensive suite of mutual fund schemes across asset classes
- Strong focus on research-driven investment approach
Latest Fund Metrics (as of August 2025):
- AUM: ₹2,610.97 Cr as of 20th June 2025
- Expense Ratio: 0.99% as of 20th June 2025
- Returns Since Inception: 13.91% p.a.
- Fund Launch: 1st January 2013
- Minimum SIP: ₹100
- Exit Load: 1% if redeemed within 365 days for units more than 12% of investments
This fund may be suitable if you are:
Ideal For:
- Investors looking for long-term capital growth with very high risk tolerance
- Those seeking exposure to fundamentally strong large-cap companies
- Investors with investment horizon of 5+ years
- Those comfortable with equity market volatility
Performance Indicators:
- CAGR return of 14.27% since inception
- Recent performance: 1-year (3.54%), 3-year (21.25%), 5-year (22.42%) CAGR returns
- Rated as Very High Risk
- 4-star rating
Consider Before Investing:
- High volatility associated with equity investments
- Expense ratio higher than category average
- No guaranteed returns
- Suitable only for long-term wealth creation goals
What is today's NAV of Tata Large Cap Fund?
The latest NAV varies daily. You can check the current NAV on Allvest platform or the fund's official website for real-time updates.
What is the AUM of Tata Large Cap Fund?
The fund's AUM is ₹2,610.97 Cr as of 20th June 2025. AUM fluctuates based on market performance and investor flows.
What is the expense ratio of Tata Large Cap Fund?
The expense ratio is 0.99% as of 20th June 2025. This is the annual fee charged for fund management.
What are the returns of Tata Large Cap Fund since inception?
The fund has delivered 13.91% p.a. returns since inception. Past performance doesn't guarantee future results.
What is the minimum SIP amount to invest in Tata Large Cap Fund?
The minimum SIP amount is ₹100, making it accessible for small investors to start their investment journey.
How do I invest in Tata Large Cap Fund?
You can invest through Allvest platform by completing KYC, selecting the fund, choosing SIP or lump sum, and making payment online.
How to start a SIP in Tata Large Cap Fund?
Register on Allvest, complete your KYC verification, select Tata Large Cap Fund, choose SIP option, set amount and date, then authorize the investment.
How do I automate an SIP in Tata Large Cap Fund?
Set up auto-debit through Allvest by providing bank mandate. Your SIP will automatically deduct the chosen amount monthly from your bank account.
How can I withdraw/redeem my investment in Tata Large Cap Fund?
Log into your Allvest account, select the fund, choose redemption amount, submit request. Funds typically credit to your bank account within 3-4 business days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer