Tata Large Cap Fund

Review Date: 11-04-2025

Beginning of Analysis

Tata Large Cap Fund is the 13th ranked fund in the Large Cap Fund category. The category has total 28 funds. The Tata Large Cap Fund has shown an average past performence in Large Cap Fund. The fund has a Jensen Alpha of 0.66% which is lower than the category average of 0.82%, showing poor performance. The fund has a Sharpe Ratio of 0.38 which is lower than the category average of 0.38.
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 fund has given a return of 1.86%, -0.6 and -9.25 in last one, three and six months respectively. In the same period the category average return was 2.1%, -1.62% and -9.59% respectively.
• Tata Large Cap Fund has given a return of 1.21% in last one year. In the same period the Nifty 100 TRI return was 0.68%. The fund has given 0.53% more return than the benchmark return.
• The fund has given a return of 12.13% in last three years and rank 15th out of 28 funds in the category. In the same period the Nifty 100 TRI return was 10.23%. The fund has given 1.9% more return than the benchmark return.
• Tata Large Cap Fund has given a return of 23.18% in last five years and category average returns is 21.89% in same period. The fund ranked 5th out of 24 funds in the category. In the same period the Nifty 100 TRI return was 21.86%. The fund has given 1.32% more return than the benchmark return.
• The fund has given a return of 11.69% in last ten years and ranked 13th out of 21 funds in the category. In the same period the Nifty 100 TRI return was 11.49%. The fund has given 0.2% more return than the benchmark return.
• The fund has given a SIP return of -22.18% in last one year whereas category average SIP return is -21.86%. The fund one year return rank in the category is 20th in 31 funds
• The fund has SIP return of 10.79% in last three years and ranks 13th in 28 funds. Dsp Top 100 Equity Fund has given the highest SIP return (16.15%) in the category in last three years.
• The fund has SIP return of 14.98% in last five years whereas category average SIP return is 14.37%.

Tata Large Cap Fund Risk Analysis

• The fund has a standard deviation of 14.03 and semi deviation of 9.68. The category average standard deviation is 13.84 and semi deviation is 9.71.
• The fund has a Value at Risk (VaR) of -18.03 and a maximum drawdown of -15.34. The category average VaR is -17.35 and the maximum drawdown is -15.96. The fund has a beta of 0.97 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