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

Atleast 70% and upto 100% investment in listed equity & equity related instruments and up to 5% in unlisted equities. 5% to 30% investment in Money Market instruments.


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.


Sonam Udasi : Co-Fund Manager

Sonam UdasiSonam Udasi - backed with 19 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016.

Sonam joined Tata Asset Management as Head Research in April 2014. He has also served as the Principal Officer for the Portfolio Management Services vertical of Tata Asset Management.

Prior to joining Tata Asset Management, Sonam headed the Research Team at IDBI Capital Market Services Ltd. for 4 years. During this tenure, IDBI Capital Research Team was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013.

He started his career as an Analyst with the Quantum Group headed by Ajit Dayal, building expertise in sectors like Consumer Staples, Retail, Media, Pharma and Utilities.

He later joined JM Financial AMC as Senior Analyst reporting to the CIO. Apart from this, he has also worked with erstwhile ASK Raymond James and BRICS Securities (Head – Consumer Vertical).

Sonam has a Post Graduate Diploma in Business Administration, specializing in Finance.


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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.
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
1.00%

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

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.
Monthly 12 500/-
6 1000/-
Quarterly 6 1000/-
4 1500/-
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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