Large Cap · Equity
Tata Large Cap Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.32
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.4
Downside-only Sharpe
Max Drawdown
-37.6%
Peak-to-trough · full history
Vol (3Y)
13.7%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.32). Its worst peak-to-trough drop over the full history was 37.6% (large drawdowns) between 2020-02-13 and 2020-03-23. About 55% of trading days closed up. Profile: risk-on with weak risk-adjusted return · smooth NAV path.
YTD
-5.4%
Calendar YTD
1 Year
-2.1%
Trailing 12 mo
3 Year
+10.1%
CAGR
5 Year
+9.7%
CAGR
10 Year
+12.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2639 windows
- Best window CAGR
- +31.81%
- Median CAGR
- +14.19%
- Avg CAGR
- +14.04%
- Worst window CAGR
- -6.03%
- Positive windows
- 97.8%
5-Year Rolling Windows
- Sample size
- 2147 windows
- Best window CAGR
- +26.23%
- Median CAGR
- +13.73%
- Avg CAGR
- +13.77%
- Worst window CAGR
- -1.06%
- Positive windows
- 99.9%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Large Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
quant Large Cap Fund
quant Mutual Fund
|
+4.9% | +13.9% | — | — |
|
Invesco India Large Cap Fund
Invesco Mutual Fund
|
+1.5% | +13.9% | +11.7% | — |
|
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund
|
-1.7% | +12.8% | — | — |
|
Bank Of India Large Cap Fund
Bank of India Mutual Fund
|
+2.8% | +12.7% | +9.6% | — |
|
Taurus Large Cap Fund
Taurus Mutual Fund
|
+5.3% | +12.5% | +10.4% | — |
|
Taurus Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal
Taurus Mutual Fund
|
+5.2% | +12.5% | +10.4% | — |
|
Tata Large Cap Fund (this fund)
Tata Mutual Fund
|
-2.1% | +10.1% | +9.7% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.