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

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

Pradeep Gokhale

Pradeep joined Tata Asset Management in September 2004 in investment department and was head of research prior to becoming a fund manager.

Prior to joining Tata Asset Management, he worked for 9 years with Credit Analysis and Research Ltd (CARE), where he was the head of financial sector ratings.

Pradeep started his career as a finance executive with reputed companies like Lubrizol India, Tata International and Bombay Dyeing.

Pradeep is a Chartered Accountant and a Chartered Financial Analyst. He also holds a Bachelor’s degree in Commerce.

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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.
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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