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Tata Large Cap Fund – Reg – Growth

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Value Research has assigned the fund, which was founded on May 7th, 1998, a 3-star rating as of this writing. The Tata Large Cap Fund Regular-Growth has assets under management (AUM) of 1,132 Crores as of June 30, 2022, and the fund’s NAV was 304.51 as of July 15, 2022. With an expense ratio of 2.54%, the fund is more expensive than most large-cap funds. It invests 96.02% of its assets in domestic equities, of which 82.62% are large-cap firms, 9.98% are mid-cap stocks, and 3.42% are small-cap firms.

As of July 15, Tata Large Cap Fund’s Regular-Growth returns for the previous year were -0.12%, and from its inception, it has produced returns at an average annual rate of 18.96%. State Bank of India, ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., HDFC Bank Ltd., and Reliance Industries Ltd. are the top 5 holdings of the fund. The financial, technology, energy, consumer goods, and healthcare sectors are allotted to the fund.

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