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Tata Mutual Fund

Tata Large Cap Fund

Tata Mutual Fund · Direct plan · Growth

3-year returns
9.7%
a year
NAV
₹576.43
▲ 0.81% · 18 Sept 2026
Fund size
₹2,765 Cr
Expense ratio
1.24%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹496.24 and has returned 8.63% a year over 3 years.

Returns, and where it stands

Against the average large cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-2.4%-3%ahead12 of 32
3 years9.7%9.6%ahead14 of 30
5 years9.4%8.9%ahead10 of 27
10 years12%12%behind12 of 22
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3%-3.1%
3 months-1.6%-1.8%
6 months3.4%2.9%
1 year-2.4%-3.3%
2 yearsp.a.-0.9%-1.9%
3 yearsp.a.9.7%8.6%
5 yearsp.a.9.4%8.3%
7 yearsp.a.14.3%13.2%
10 yearsp.a.12%10.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 2.35% in the last 1Y

523.7568.2612.618 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹10,982
XIRR (per year)
3.89%
Value today
₹1,90,982

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.8% a year
about the same as the large cap fund average
Worst fall so far
−37.6%
Feb 2020 to Mar 2020, against −30% for the category.
Years that made money
82.8%
Of every one-year stretch it has been through.
Over any three years
-5.9% to 31.8%
A year, at worst and at best. Typically 14.5%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.53x
Expense ratio
1.24%
as of 31 Jul 2026

Managed by Abhinav Sharma, Hasmukh Vishariya

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Tata Large Cap Fund against other funds in the Large Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Large Cap Fund1.3%13.46%11.39%0.67%₹2,021 Cr
Quant Large Cap Fund5.68%13.4%1.47%₹3,651 Cr
WhiteOak Capital Large Cap Fund-2.16%12.47%0.94%₹1,276 Cr
Bank of India Large Cap Fund2.84%12.34%9.49%0.87%₹231 Cr
Taurus Large Cap Fund5.13%12.14%10.04%2.54%₹60 Cr
Bandhan Large Cap Fund-1.24%12.13%10.26%1.08%₹2,145 Cr
Tata Large Cap Fund-2.35%9.73%9.38%1.24%₹2,765 Cr

About Tata Large Cap Fund

Tata Large Cap Fund is a large cap fund managed by Tata Mutual Fund. Invest at least 80% in the 100 largest listed companies by market value. Usually the least volatile equity category, suited to investors wanting steadier equity exposure.

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

The scheme's stated objective, as published by Tata Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹576.4302119160
DirectPayout of IDCW Option₹122.2724119159
RegularGrowth Option₹496.2394100475
RegularPayout of IDCW Option₹99.4808102036

Frequently asked questions

What is the NAV of Tata Large Cap Fund today?

The NAV of Tata Large Cap Fund (Direct plan, Growth) is ₹576.4302 and the Regular plan NAV is ₹496.2394, as of 18 Sept 2026.

What returns has Tata Large Cap Fund given?

Over the last year the Direct plan returned -2.35%, and 9.73% a year over 3 years and 9.38% a year over 5 years. That places it 14 of 30 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Tata Large Cap Fund?

The Direct plan charges 1.24% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Tata Large Cap Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹5,000 or more.

How much has Tata Large Cap Fund fallen in the past?

Its deepest fall was 37.6% from 13 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 83% ended in a gain.

Which category does Tata Large Cap Fund belong to?

It is a Large Cap Fund from Tata Mutual Fund. Invest at least 80% in the 100 largest listed companies by market value. Usually the least volatile equity category, suited to investors wanting steadier equity exposure.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Tata Large Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.