EquityLarge Cap FundDirect · Growth
Tata Large Cap Fund -Direct Plan Growth Option
Tata · Scheme 119160
₹594.45▼ 0.42%NAV · 2026-09-18
Average FundScore
AUM
₹2,784 cr
Expense ratio
1.23%
3Y CAGR
12.3%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: Gopal AgrawalExit load: Exit load of 0.50%, if redeemed within 30 days.
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓1Y return vs category: +3.3% vs category avg
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
- •1Y return: +4.4%
- •Beat category: beat category in 46% of windows
FundScore breakdown
53/100 · Average
Returns
Average
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.