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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 | -2.89% | -2.89% | -2.95% |
| 6 Month | -11.44% | -11.44% | -12.14% |
| 1 Year | 1.28% | 1.28% | 0.94% |
| 3 Year | 12.59% | 12.59% | 13.37% |
| 5 Year | 17.33% | 17.33% | 17.22% |
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 | -7.49% | -7.49% | -8.5% |
| 1 Year | -13.93% | -13.93% | -14.78% |
| 3 Year | 10.39% | 10.39% | 10.38% |
| 5 Year | 13.89% | 13.89% | 13.44% |
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 | 0.41% | 0.41% | 0.582% |
| Beta | 0.97% | 0.97% | 0.937% |
| Alpha | 0.51% | 0.51% | 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 |
| Fund Manage | 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 | 1.95119 | 1.95119 | 3.04146 |
| Large Cap | 82.52496 | 82.52496 | 82.37542 |
| Small Cap | 4.68936 | 4.68936 | 1.64874 |
| Mid Cap | 10.83454 | 10.83454 | 12.93435 |
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 | 1.95119 | 1.95119 | 2.92876 |
| Energy | 5.2696 | 5.2696 | 5.35054 |
| Industrials | 11.62909 | 11.62909 | 7.10384 |
| Technology | 9.76932 | 9.76932 | 10.76566 |
| Consumer Cyclical | 7.92644 | 7.92644 | 11.3222 |
| Consumer Defensive | 6.14639 | 6.14639 | 7.03562 |
| Basic Materials | 4.819 | 4.819 | 4.90877 |
| Financial Services | 35.44657 | 35.44657 | 32.37153 |
| Healthcare | 7.01206 | 7.01206 | 10.75653 |
| Communication Services | 2.88086 | 2.88086 | 4.26471 |
| Utilities | 6.22147 | 6.22147 | 3.19181 |
| Real Estate | 0.92806 | 0.92806 | - |
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