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Edelweiss Large Cap Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹1108 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 | 20 May 2009 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 20.36% | 20.36% | 79% |
| Expense Ratio | 2.04 | 2.04 | 2.16 |
| Manager | Kapil Malhotra | Kapil Malhotra | Bhavesh Jain |
| ISIN Code | INF277K01931 | INF277K01931 | INF754K01046 |
| 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 | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 4.55% | 4.55% | 4.7% |
| 6 Month | -8.22% | -8.22% | -9.02% |
| 1 Year | 4.47% | 4.47% | 4.73% |
| 3 Year | 12.18% | 12.18% | 13.05% |
| 5 Year | 22.71% | 22.71% | 21.77% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -2.71% | -2.71% | -3.04% |
| 1 Year | -9.81% | -9.81% | -9.96% |
| 3 Year | 11.3% | 11.3% | 11.61% |
| 5 Year | 13.91% | 13.91% | 13.7% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 13.34% | 13.34% | 13.43% |
| 3 Year | 13.25% | 13.25% | 13.33% |
| 5 Year | 13.65% | 13.65% | 14.04% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 12.521% |
| Sharp | 0.42% | 0.42% | 0.582% |
| Beta | 0.97% | 0.97% | 0.937% |
| Alpha | 0.59% | 0.59% | 0.513% |
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Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Bhavesh Jain |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹0 Cr |
| Funds Managed | 7 | 7 | 22 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.68 | 4.68 | 3.04 |
| Large Cap | 82.56 | 82.56 | 82.38 |
| Small Cap | 4.37 | 4.37 | 1.65 |
| Mid Cap | 8.38 | 8.38 | 12.93 |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.68 | 4.68 | 2.93 |
| Energy | 5.29 | 5.29 | 5.35 |
| Industrials | 10.92 | 10.92 | 7.1 |
| Technology | 9.18 | 9.18 | 10.77 |
| Consumer Cyclical | 7.58 | 7.58 | 11.32 |
| Consumer Defensive | 5.85 | 5.85 | 7.04 |
| Basic Materials | 5.38 | 5.38 | 4.91 |
| Financial Services | 34.65 | 34.65 | 32.37 |
| Healthcare | 6.82 | 6.82 | 10.76 |
| Communication Services | 2.93 | 2.93 | 4.26 |
| Utilities | 5.89 | 5.89 | 3.19 |
| Real Estate | 0.84 | 0.84 | - |
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