56
Large CapHold
Tata Large Cap
Tata · Direct–Growth · rank #16 of 35 by Smart Score
Trailing returns
1 Year
3.3%
+5.5% vs index
3 Years
12.3%
+3.9% vs index
5 Years
12.1%
+2.2% vs index
Since launch
13.4%
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
-1.5%+4.8% vs index
Why this score
Tata Large Cap scores 56/100 — #16 of 35 Large Cap fund (Hold). It stands out for 5y return and 3y return — beating 70% 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 return12.13% · 70th percentile in category
Volatility14.84 · 20th percentile in category
3Y return12.26% · 62nd percentile in category
Expense ratio1.31% · 28th percentile in category
1Y return3.34% · 89th percentile in category
Sharpe ratio0.53 · 65th percentile in category