51
Large CapHold
Tata Large Cap
Tata · Direct–Growth · rank #17 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.7%
+4.0% vs index
3 Years
9.7%
+3.2% vs index
5 Years
8.1%
+2.3% vs index
Since launch
12.7%
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
-6.8%+3.9% vs index
Why this score
Tata Large Cap scores 51/100 — #17 of 35 Large Cap fund (Hold). It stands out for 5y return and 3y return — beating 63% of peers on 5y return. The main drag is its volatility (better than only 17% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Volatility15.30 · 17th percentile in category
5Y return8.08% · 63rd percentile in category
3Y return9.65% · 62nd percentile in category
Expense ratio1.26% · 28th percentile in category
Alpha0.60 · 33rd percentile in category
Sharpe ratio0.29 · 58th percentile in category
Top holdings
1.ICICI Bank Ltd9.11%
2.HDFC Bank Ltd6.03%
3.Bharti Airtel Ltd5.82%
4.Reliance Industries Ltd4.18%
5.Kotak Mahindra Bank Ltd3.27%
43 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.