NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹1048.72
0.63%
NAV as on 19 Nov 24, 12:00 AM
very high risk
large cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
large cap
equity
24.64%p.a.
Last 1Y
12.16%p.a.
Last 3Y
15.72%p.a.
Last 5Y
19.33%p.a.
Since Inception
About Tata Large Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Large Cap Fund Growth scheme from Tata Asset Management Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on May 1998, Tata Large Cap Fund Growth is Large-Cap fund of its category with 2,415.27 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- Tata Large Cap Fund Growth delivered 24.6% annual returns during the last year. It has delivered 19.3% average annual returns since the fund was launched.
- Tata Large Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
8.88%
Reliance Industries Ltd
6.10%
ICICI Bank Ltd
4.63%
Larsen & Toubro Ltd
4.06%
Infosys Ltd
4.06%
Sun Pharmaceuticals Industries Ltd
3.41%
Axis Bank Ltd
2.66%
NTPC Ltd
2.54%
Hindustan Unilever Ltd
2.30%
Kotak Mahindra Bank Ltd
2.25%
Fund Managers
- Abhinav Sharma (Apr 2023 - Present)
- Kapil Malhotra (Dec 2023 - Present)
Key Information
View Scheme Document
Tata Large Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Tata Large Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Large Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Large Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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