Rating : ★ ★ ★ ☆ ☆

Tata Large Cap Fund Direct Plan Rnvstmnt of Inc Dist cum Cap Wdrl

Equity

  

Large Cap Fund

NAV

84.3705 +0.0269

(as on 24 Sep, 2021)

RETURNS

19.01 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

2%

Asset Size

1046.72 Cr.

(As of 31 Aug, 2021)

Benchmark

S&P BSE SENSEX TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

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Fund manager

Rupesh Patel

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹150

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

9.75%

HDFC Bank Ltd

7.86%

Infosys Ltd

7.33%

Reliance Industries Ltd

6.98%

Sector Allocation

About the Scheme Type

FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

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Overview of Tata Asset Management Limited

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