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Axis Bluechip Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Axis Bluechip Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹32271 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 07 May 1998 | 07 May 1998 | 05 Jan 2010 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | BSE 100 |
| Turn Over | 20.36% | 20.36% | 26% |
| Expense Ratio | 2.04 | 2.04 | 1.59 |
| Manager | Kapil Malhotra | Kapil Malhotra | Shreyash Devalkar |
| ISIN Code | INF277K01931 | INF277K01931 | INF846K01164 |
| Exits Load | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 5.89% | 5.89% | 6.27% |
| 6 Month | -5.29% | -5.29% | -2.79% |
| 1 Year | 6.71% | 6.71% | 7.65% |
| 3 Year | 12.84% | 12.84% | 9.35% |
| 5 Year | 22.2% | 22.2% | 16.63% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.03% | 1.03% | 2.35% |
| 1 Year | -2.95% | -2.95% | 1.05% |
| 3 Year | 14.13% | 14.13% | 12.66% |
| 5 Year | 15.64% | 15.64% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.34% | 13.34% | 13.04% |
| 3 Year | 13.25% | 13.25% | 13.03% |
| 5 Year | 13.65% | 13.65% | 13.68% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 12.82% |
| Sharp | 0.42% | 0.42% | 0.14% |
| Beta | 0.97% | 0.97% | 0.94% |
| Alpha | 0.59% | 0.59% | -3.17% |
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Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Shreyash Devalkar |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹166770 Cr |
| Funds Managed | 7 | 7 | 14 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.68 | 4.68 | 15.12 |
| Large Cap | 82.56 | 82.56 | 80.52 |
| Small Cap | 4.37 | 4.37 | - |
| Mid Cap | 8.38 | 8.38 | 4.35 |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Axis Bluechip Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.68 | 4.68 | 15.12 |
| Energy | 5.29 | 5.29 | 2.94 |
| Industrials | 10.92 | 10.92 | 5.8 |
| Technology | 9.18 | 9.18 | 9.98 |
| Consumer Cyclical | 7.58 | 7.58 | 11.67 |
| Consumer Defensive | 5.85 | 5.85 | 4.06 |
| Basic Materials | 5.38 | 5.38 | 4.02 |
| Financial Services | 34.65 | 34.65 | 30.47 |
| Healthcare | 6.82 | 6.82 | 7.88 |
| Communication Services | 2.93 | 2.93 | 6.78 |
| Utilities | 5.89 | 5.89 | 0.97 |
| Real Estate | 0.84 | 0.84 | 0.32 |
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