Tata Mutual Fund
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Tata Large Cap Fund

Tata Large Cap Fund
Overview

Large cap companies have stable earnings expectations and are expected to posses greater capability to handle downturns in the economy. Large cap stocks generally are less volatile and provide stability to the portfolio of investors.

Tata Large Cap Fund is a large cap biased Fund which focuses on investing in fundamentally strong and undervalued large cap companies. The Fund adopts a mix of top down and bottom up approach to stock picking with a bias towards bottom up approach.

Asset Allocation
Instruments Indicative Allocation (% of Total Assets) Risk Profile
Minimum Maximum
Equity and Equity Related Instruments of Large Cap Companies
80% 100% High
Other Equity / Equity Related Instruments
0% 20% High
Debt & Money Market Instruments
0% 20% Low to Medium

For detailed information kindly refer the Scheme Information Document.
Who should invest / Key Attributes
  • Ideal for Investors:
    • Preferring investments in large-cap companies
    • With a long term investment horizon looking to diversify across market capitalization
  • Key Attributes:
    • Starting point for first time investors due to their lower volatility as compared to mid-cap and sectoral funds
    • Relatively stable portfolio
    • Forms the “Core” Portfolio for any investor
    • One of the ideal fund to invest in undervalued large cap companies
Fund Manager

Rupesh Patel

Rupesh brings in more than 17 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Rupesh Patel joined Tata Mutual Fund in May 2008 and served assignments in equity research and as head of Portfolio Management Services vertical. Rupesh is presently the fund manager at Tata Mutual Fund managing the equity portfolio.

Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies.

He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE).

Rupesh is a graduate in engineering from Sardar Patel University, Gujarat and holds a master’s in business administration from Sardar Patel University, Gujarat.

Ennette Fernandes: Assistant Fund Manager

Ennette Fernandes has an industry experience of more than 9 years. She joined Tata Asset Management in January 2014 as a Research Analyst tracking FMCG, retail, consumer durables, building products, media and textile sectors.

W.e.f. June 2018 she is Assistant Fund Manager for Tata Large Cap Fund, Tata India Consumer Fund, Tata Retirement Savings Fund (Progressive, Moderate & Conservative plans) Tata Young Citizens’ Fund, Tata India Tax Savings Fund and Tata Mid Cap Growth Fund, reporting to Chief Investment Officer - Equities.

Her previous stints were at Phillip Capital India Pvt. Limited, (March 2009 to December 2013) as Junior Research Analyst on FMCG sector and reported to the Head of Research.

Ennette is a Bachelor of Commerce and has a Post Graduate - Diploma in Business Management.

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Scheme Information
Objective

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

Nature of scheme
An open-ended equity scheme predominantly investing in large cap stocks.
Date of Allotment
07 May 1998
Options / Plan
Tata Large Cap Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
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 not more than 12% of the original cost of investment: Nil

  • 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%

    Redemption after expiry of 365 days from the date of allotment: Nil
Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500/- or 50 units
SIP
Frequency No. of Installments Min. Installment Amt.
Daily / Weekly / Monthly 12 150/-
Monthly 6 1,000/-
Quarterly 6 1,000/-
4 1,500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly/Quarterly

Min. Withdrawal Amt.

500/-
STP
Available
*There is no minimum amount requirement in case unitholder is opting for an all units switch.
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