55
Large CapHold
Tata Large Cap
Tata · Direct–Growth · rank #17 of 35 by Smart Score
Data updated
Trailing returns
1 Year
3.9%
+5.8% vs index
3 Years
11.6%
+3.4% vs index
5 Years
10.2%
+2.4% vs index
Since launch
13.1%
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
-3.1%+4.7% vs index
Why this score
Tata Large Cap scores 55/100 — #17 of 35 Large Cap fund (Hold). It stands out for 5y return and 3y return — beating 66% of peers on 5y return. The main drag is its volatility (better than only 20% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
5Y return10.24% · 66th percentile in category
Volatility14.84 · 20th percentile in category
3Y return11.55% · 62nd percentile in category
Sharpe ratio0.53 · 67th percentile in category
Expense ratio1.24% · 34th percentile in category
1Y return3.94% · 77th percentile in category
Top holdings
1.ICICI Bank Ltd9.08%
2.Bharti Airtel Ltd5.99%
3.HDFC Bank Ltd5.84%
4.Reliance Industries Ltd4.93%
5.Bajaj Finance Ltd3.48%
44 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.