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Tata Large Cap IDCW Reinvest Direct Plan
Equity
Large Cap Fund
Tata Large Cap IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
Tata Large Cap IDCW Reinvest Direct Plan
NAV
₹119.9490
-1.59%
(4 Apr)
AUM
2,267 Cr
TER
1.06%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
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Tata Large Cap IDCW Re...
Category Average
1Y
+13.8%
+13.8%
+5.8%
+5.8%
+5.0%
+4.1%
3Y
+17.0%
+17.0%
+18.0%
+18.0%
+13.3%
+11.9%
5Y
+24.8%
+24.8%
+29.8%
+29.8%
+26.2%
+24.5%
ALL
+12.2%
+12.2%
+16.0%
+16.0%
+13.9%
+13.6%
VOL
19.5%
19.5%
18.0%
18.0%
16.7%
-
TER
1.1%
1.1%
0.7%
0.7%
1.1%
-
AUM
₹4,600 Cr
₹4,600 Cr
₹34,212 Cr
₹34,212 Cr
₹2,267 Cr
-
INFO
0.63
0.63
0.89
0.89
0.83
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 28th Feb
Top holdings
HDFC Bank Ltd
9.8%
Kotak Mahindra Bank Ltd
5.4%
Reliance Industries Ltd
4.8%
ICICI Bank Ltd
4.6%
Infosys Ltd
4.2%
Axis Bank Ltd
4.1%
Larsen & Toubro Ltd
3.8%
A) Repo
3.5%
Mahindra & Mahindra Ltd
3.3%
Sun Pharmaceuticals Industries Ltd
2.6%
Top industry exposure
Financial Services
34.6%
Industrials
10.9%
Technology
9.2%
Consumer Cyclical
7.6%
Healthcare
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Fund manager(s)
Abhinav Sharma
Hasmukh Vishariya
More details
Fund offer document
All funds from TATA
FAQs
Monthly SIP
One Time