Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 0.14% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹2019 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 20.25% |
Size breakup
Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.92% | 2.92% |
6 Month Returns | 20.5% | 20.5% |
1 Year Returns | 35.91% | 35.91% |
3 Years Returns | 71.92% | 19.79% |
5 Years Returns | 117.48% | 16.81% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | -0.14 | 1.83 | 0.78 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 1.06 | 0.96 | 0.99 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 2.17 | 0.98 | 0.63 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Large Cap Fund Direct Plan Payout of Inc Dist cum Cap Wdrl | 11.66 | 13.02 | 18.64 |