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.
- ICICI Bank Ltd.
- HDFC Bank Ltd.
- Infosys Ltd.
- Reliance Industries Ltd.
- State Bank of India.
- Axis Bank Ltd.
- Bharti Airtel Ltd.
- Tata Consultancy Services Ltd.
- Larson & Turbo Ltd.
- Tata Steel Ltd.
Asset Distribution
Equity Holding 98.08% Others 1.92%
Fund Size: 1046.72 Cr. Expense Ratio: 1.68%
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