Tata Mutual Fund · Equity · Large Cap · Regular plan
Tata Large Cap Fund - Regular Plan - Growth
₹483.1046NAV on 30 Oct 2026Expense ratio 2.24%
29 Oct 2025NAV low 452.01 · high 532.2-7.8%
In plain words
Over 3 years it returned +9.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.2%.
On 3-year return it ranks 10 of 30 funds in Large Cap.
A monthly SIP over 10 years ended ₹1,29,095 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.3% | +1.9% |
| 3 months | -5.8% | -5.1% |
| 6 months | -2.6% | -3.2% |
| 1 year | -7.4% | -10.2% |
| 3 years (yearly) | +9.5% | +7.4% |
| 5 years (yearly) | +7.5% | +6.5% |
| 10 years (yearly) | +10.6% | +11.3% |
| Since start (yearly) | +11.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,367 | -7.6% |
| 3 years | ₹3,60,000 | ₹3,65,815 | +1.0% |
| 5 years | ₹5,90,000 | ₹6,95,888 | +6.5% |
| 10 years | ₹11,90,000 | ₹20,57,299 | +10.5% |
Other plan of this fund: Tata Large Cap Fund - Direct Plan - Growth