Tata Large  Cap Fund

Mutual Fund

By Rajendra Apr 19, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

HDFC Bank ICICI Bank Infosys Reliance HDFC 7.07 6.93 5.58 5.49 5.13 Total - 30.20

A company’s financial strength, future growth expectation & valuation are key criteria for selection.

Bank

35.19 12.43 8.24 6.47 4.97

A low churn but diversified portfolio with a focus on bet sizing Ideal portfolio of 40-42 stocks

Scheme Performance

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Business fundamentals & valuations to be primary driver of stock selection

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,047 43,775 80,739 0.72% 13.08% 11.80% Monthly SIP of 1,000

Portfolio is expected to have buckets of compounders as well as rerating candidates

Mutual Fund

Tata Large Cap Fund

Category

Inception

Benchmark

AUM - 1,381 Cr

Fund Manager

Amey Sathe