NSE ScannerTata Mutual Fund · Equity · Large Cap · Direct plan
Tata Large Cap Fund - Direct Plan - Growth
₹561.826NAV on 30 Oct 2026Expense ratio 1.26%
29 Oct 2025NAV low 522.57 · high 613.77-6.9%
In plain words
Over 3 years it returned +10.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.9%.
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 | +1.4% | +1.9% |
| 3 months | -5.6% | -5.1% |
| 6 months | -2.1% | -3.2% |
| 1 year | -6.5% | -10.2% |
| 3 years (yearly) | +10.6% | +7.4% |
| 5 years (yearly) | +8.6% | +6.5% |
| 10 years (yearly) | +11.8% | +11.3% |
| Since start (yearly) | +12.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,076 | -6.6% |
| 3 years | ₹3,60,000 | ₹3,72,124 | +2.1% |
| 5 years | ₹5,90,000 | ₹7,16,222 | +7.6% |
| 10 years | ₹11,90,000 | ₹21,86,394 | +11.6% |
Other plan of this fund: Tata Large Cap Fund - Regular Plan - Growth