Tata Mutual Fund
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Tata Large Cap Fund

Tata Large Cap Fund

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

Gopal Agrawal

Gopal Agrawal has over 15 years of experience in the field of finance and financial related services.

In his present role since April 2017 as the CIO-Equities at Tata Asset Management, Gopal is responsible for overall equity investment performance. In addition, he will also be managing and co-managing few equity funds.

In his previous assignment at Mirae Asset Financial Group, Gopal was Chief Investment Officer and Head - Equity and later re-designated as CIO/Chief Strategist where he was responsible for overall fund management in the Equity and Fixed Income domain.

Prior to Mirae, Gopal was a Fund Manager with SBI Mutual Fund. His other career stints include Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL (4years as an engineer).

Gopal is a chemical engineer with Masters in Business Administration.

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Scheme Information

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
Exit Load

if redeemed on or before expiry of 365 days from the date of allotment.

Min. Purchase Amount
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500/- or 50 units
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
Systematic Withdrawal Plan





Min. Withdrawal Amt.

*There is no minimum amount requirement in case unitholder is opting for an all units switch.
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