51
Large CapHold
Tata Large Cap
Tata · Direct–Growth · rank #19 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-2.4%
+5.0% vs index
3 Years
9.7%
+3.7% vs index
5 Years
9.4%
+2.5% vs index
Since launch
12.9%
Year-by-year performance
2021
+33.7%+8.4% vs index
2022
+4.5%-1.0% vs index
2023
+25.7%+4.7% vs index
2024
+14.0%+4.2% vs index
2025
+10.3%-1.3% vs index
2026
-5.0%+4.9% vs index
Why this score
Tata Large Cap scores 51/100 — #19 of 35 Large Cap fund (Hold). It stands out for 5y return and sharpe ratio — beating 63% of peers on 5y return. The main drag is its volatility (better than only 23% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Volatility14.64 · 23rd percentile in category
5Y return9.37% · 63rd percentile in category
Expense ratio1.23% · 32nd percentile in category
Alpha0.90 · 33rd percentile in category
Sharpe ratio0.51 · 61st percentile in category
3Y return9.72% · 55th percentile in category
Top holdings
1.ICICI Bank Ltd9.26%
2.HDFC Bank Ltd5.57%
3.Bharti Airtel Ltd5.54%
4.Reliance Industries Ltd4.85%
5.Bajaj Finance Ltd3.25%
45 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.