Question 1

What is a large cap fund?

Accepted Answer

A large cap fund is an equity mutual fund that primarily invests in shares of large, well established companies, typically the top 100 companies by market capitalization listed on the stock exchanges.

Question 2

Who should invest in a large cap fund?

Accepted Answer

Large cap funds are best suited for investors seeking steady growth with relatively lower risk in the equity space. They are ideal for investors looking for long-term wealth creation and portfolio diversification.

Question 3

Is Tata Large Cap Fund suitable for first time equity investors?

Accepted Answer

Yes, Tata Large Cap Fund may be appropriate for first time equity investors. Since it invests in stable, blue chip companies with robust track records, the fund generally offers a smoother investment experience with lower volatility compared to funds focused on mid or small cap stocks. This makes it a good entry point for those new to equity investments.

Question 4

What is the minimum SIP amount for Tata Large Cap Fund?

Accepted Answer

The minimum Systematic Investment Plan (SIP) amount for Tata Large Cap Fund is starting at Rs.100. However, its advisable to check the latest scheme information document or the funds official website for the current minimum SIP thresholds as these may be updated.

Question 5

Which sectors does Tata Large Cap Fund invest in?

Accepted Answer

Tata Large Cap Fund invests across a range of sectors to diversify risk and maximize potential returns. The portfolio usually includes allocations to sectors such as banking and financial services, information technology, energy, fast moving consumer goods (FMCG), healthcare and automobiles, among others. The sectoral allocation is dynamic and managed based on prevailing market trends and outlook.

Question 6

What is the investment approach of Tata Large Cap Fund?

Accepted Answer

The fund chooses companies using two methods. First, it looks at the overall economy and which industries are doing well. Then, it studies specific companies in detail, picking those with strong finances, good managers, and steady profits. The goal is to help your money grow over time while keeping risks lower.

Question 7

How do I invest in Tata Large Cap Fund and start a SIP?

Accepted Answer

You can invest in Tata Large Cap Fund and start a SIP through various channels:

Directly via the Tata Mutual Fund website or mobile app.
Through authorized mutual fund distributors or registered investment advisors.
By visiting authorized branches or service centers.

To initiate a SIP, you need to complete your KYC (Know Your Customer) formalities, select the scheme, set your preferred SIP amount and date, and provide bank mandate details for auto debit.

Question 8

What kind of companies does Tata Large Cap Fund invest in?

Accepted Answer

The fund focuses on investing in large cap companies, those which rank among the top 100 companies in terms of full market capitalization. These are typically well established businesses with a strong competitive edge, stable earnings, high liquidity, and leadership positions in their respective industries.

Question 9

How does Tata Large Cap Fund pick stocks for its portfolio?

Accepted Answer

The funds managers use thorough research to choose companies with strong financials, solid business models, capable management, and consistent performance. They consider growth prospects, valuations, and sector trends to build a diversified portfolio of quality large cap stocks aimed at steady long term returns.

Question 10

Can Tata Large Cap Fund be used for retirement planning?

Accepted Answer

Yes, Tata Large Cap Fund can be used for retirement planning. By focusing on stable, high quality large cap companies, it aims to offer steady long term growth, making it suitable for building a retirement corpus. Still, it's important to consider your risk tolerance and financial goals and consult a financial advisor before investing.

Key Measures**	Fund	Benchmark
Standard Deviation	12.28	13.33
Sharp Ratio	0.77	0.65
Portfolio Beta	0.85	NA
R Squared	0.91	NA
Treynor	0.93	NA
Jenson	0.17	NA

				Current value of ₹10,000 invested
	Annualized (%)	Nifty 100 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Scheme	Nifty 100 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception 07 May 1998	13.94%	13.48%	13.15%	₹52,848	₹50,182	₹48,351
Last 1 Year	-3.54%	-4.81%	-3.45%	₹9,646	₹9,519	₹9,655
Last 3 Years	16.61%	14.40%	14.21%	₹15,861	₹14,979	₹14,904
Last 5 Years	20.74%	18.64%	18.36%	₹25,669	₹23,517	₹23,241

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Holding Analysis

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Holdingsas on 30 Sep 2025

Sectorsas on 30 Sep 2025

Returns over the years

Fund Managers

Abhinav H Sharma

Hasmukh Vishariya

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