Tata Large Cap Fund

Review Date: 04-12-2025

Beginning of Analysis

Tata Large Cap Fund is the 11th ranked fund in the Large Cap Fund category. The category has total 29 funds. The 4 star rating shows a very good past performance of the Tata Large Cap Fund in Large Cap Fund. The fund has a Jensen Alpha of 1.16% which is higher than the category average of 1.07%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.71 which is higher than the category average of 0.68.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Tata Large Cap Fund Return Analysis

The Tata Large Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large Cap Fund peers and the Nifty 100 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of 1.23%, 5.95 and 6.6 in last one, three and six months respectively. In the same period the category average return was 0.93%, 4.32% and 5.81% respectively.
• Tata Large Cap Fund has given a return of 5.63% in last one year. In the same period the Nifty 100 TRI return was 5.68%. The fund has given 0.05% less return than the benchmark return.
• The fund has given a return of 15.04% in last three years and rank 15th out of 30 funds in the category. In the same period the Nifty 100 TRI return was 13.28%. The fund has given 1.76% more return than the benchmark return.
• Tata Large Cap Fund has given a return of 18.17% in last five years and category average returns is 16.73% in same period. The fund ranked 5th out of 25 funds in the category. In the same period the Nifty 100 TRI return was 15.96%. The fund has given 2.21% more return than the benchmark return.
• The fund has given a return of 14.0% in last ten years and ranked 14th out of 21 funds in the category. In the same period the Nifty 100 TRI return was 14.23%. The fund has given 0.23% less return than the benchmark return.
• The fund has given a SIP return of 14.74% in last one year whereas category average SIP return is 13.3%. The fund one year return rank in the category is 9th in 31 funds
• The fund has SIP return of 14.7% in last three years and ranks 14th in 30 funds. Whiteoak Capital Large Cap Fund has given the highest SIP return (18.27%) in the category in last three years.
• The fund has SIP return of 14.33% in last five years whereas category average SIP return is 13.97%.

Tata Large Cap Fund Risk Analysis

• The fund has a standard deviation of 12.14 and semi deviation of 8.72. The category average standard deviation is 12.14 and semi deviation is 8.85.
• The fund has a Value at Risk (VaR) of -14.01 and a maximum drawdown of -15.34. The category average VaR is -14.99 and the maximum drawdown is -16.12. The fund has a beta of 0.95 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Large Cap Fund Category

Good Performance in Large Cap Fund Category

Poor Performance in Large Cap Fund Category

Very Poor Performance in Large Cap Fund Category

---

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization