TATA LARGE CAP FUND

Tata Large Cap Fund is invested in large cap companies which can provide a stability in earnings.Large Cap stocks generally are less volatile and provide stability to the portfolio of investors. 

Fund Overview

Tata Large Cap Fund is a mutual fund that invests in fundamentally sound and undervalued large cap companies. The fund selects stocks using a combination of top-down and bottom-up strategies, with a preference for bottom-up strategies.

Who Should Invest?

The fund is suitable for investors who are seeking for long-term capital appreciation and investment predominantly in equity & equity related securities of large cap companies.

Risk Profile : Very High

Fund Manager: Amey Sathe  & Venkat Samala

Minimum Investment Amount

Purchase 5000
Additional Purchase 1000 & and multiples of Re.1/- thereafter.
Redemption Amt./ Unit- 500/- or 50 units.

Plans & Options

Direct Plan 

1) Growth, 2) IDCW

Regular Plan

1) Growth, 2) IDCW

Systematic Plans (SIP)

Purchase : 500 & and multiples of Re.1/- Thereafter.
Redemption Amt./ Re. 500/-

Load Structure

Entry Load: Nil
Exit Load: On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment:1%

Top 10 Stocks in Portfolio.

1. ICICI Bank Ltd.
2. HDFC Bank Ltd.
3. Infosys Ltd.
4. Reliance Industries Ltd.
5. State Bank of India. 
6. Axis Bank Ltd.
7. Bharti Airtel Ltd.
8. Tata Consultancy Services Ltd.
9. Larson & Turbo Ltd.
10. Tata Steel Ltd.

Asset Distribution

                            Equity Holding 98.08%                        Others 1.92%

Fund Size: 1046.72 Cr.                Expense Ratio: 1.68%

References: moneycontrol.com,        Tata Mutualfund.com

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