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Tata Large Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Tata Mutual Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank

Returns (NAV as on 06th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 29-Nov-19 9861.90 -1.38% - -1.08% 25/32
1 Month 06-Nov-19 9917.40 -0.83% - -0.42% 24/32
3 Month 06-Sep-19 10845.60 8.46% - 8.82% 20/32
6 Month 06-Jun-19 10066.90 0.67% - 2.13% 29/32
YTD 01-Jan-19 11005.70 10.06% - 4.02% 16/32
1 Year 06-Dec-18 11355.80 13.56% 13.56% 12.68% 12/31
2 Year 06-Dec-17 11096.10 10.96% 5.34% 6.19% 19/31
3 Year 06-Dec-16 13736.40 37.36% 11.16% 11.82% 20/30
5 Year 05-Dec-14 14119.70 41.20% 7.14% 7.47% 17/29
10 Year 04-Dec-09 25689.80 156.90% 9.88% 10.24% 14/23
Since Inception 07-May-98 227645.20 2176.45% 15.57% 12.66% 9/32

SIP Returns (NAV as on 06th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 06-Dec-18 12000 12768.6 6.4 % 12.05 %
2 Year 06-Dec-17 24000 25980.37 8.25 % 7.82 %
3 Year 06-Dec-16 36000 40470.9 12.42 % 7.75 %
5 Year 05-Dec-14 60000 74029.7 23.38 % 8.33 %
10 Year 04-Dec-09 120000 206656.22 72.21 % 10.48 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.07% -0.06% 7.95% 0.31% 3.86% 12.41% 4.35% 10.61% 7.67%
Nifty 50 0.13% 0.25% 8.49% 0.56% 2.70% 11.56% 7.82% 13.05% 7.43%
Benchmark: S&P BSE SENSEX TRI 0.10% 0.41% 9.12% 2.96% 5.67% 14.72% 11.64% 16.22% 9.23%
Category Average 0.04% -0.01% 8.32% 1.91% 4.06% 11.80% 5.00% 11.32% 8.00%
Category Rank 12/32 18/32 20/32 29/32 18/32 14/31 18/31 20/30 17/29
Best in Category 0.21% 1.19% 12.58% 5.95% 11.35% 17.92% 12.84% 18.75% 11.63%
Worst in Category -0.20% -1.78% 3.56% -4.15% -2.59% 4.85% 1.18% 7.18% 5.02%

Best Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q2 - 2014 15.58% 13.25% 13.22% 17.8%
Q1 - 2017 11.48% 12.16% 11.37% 13.01%
Q1 - 2017 11.48% 12.16% 11.37% 13.01%

Worst Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q4 - 2016 -6.66% -6.39% -5.83% -6.44%
Q1 - 2018 -6.60% -2.14% -1.65% -5.28%
Q4 - 2016 -6.66% -6.39% -5.83% -6.44%

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