Edelweiss Large Cap Fund vs Tata Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2316 Cr ₹2316 Cr ₹974 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 2.05 2.05 2.21
Manager Kapil Malhotra Kapil Malhotra Bhavesh Jain
ISIN Code INF277K01931 INF277K01931 INF754K01046
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 90 days./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 -5.73% -5.73% -5.83%
6 Month 3.5% 3.5% 4.85%
1 Year 24.74% 24.74% 23.88%
3 Year 12.14% 12.14% 12.98%
5 Year 15.64% 15.64% 16.48%

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 - - -
1 Year 14.35% 14.35% 16.04%
3 Year 19.1% 19.1% 20.23%
5 Year 19.51% 19.51% 19.65%

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 13.29% 13.29% 13.31%
3 Year 13.26% 13.26% 13.29%
5 Year 13.56% 13.56% 13.98%

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% 11.77%
Sharp 0.54% 0.54% 0.85%
Beta 0.98% 0.98% 0.91%
Alpha 0.46% 0.46% 2.04%

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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 1.57 1.57 7.34
Large Cap 86.91 86.91 76.94
Small Cap 4.78 4.78 0.71
Mid Cap 6.74 6.74 14.95

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 1.55 1.55 0.2
Materials 3.91 3.91 2.55
Energy 17.34 17.34 10.26
Capital Goods 5.76 5.76 5.33
Technology 8.66 8.66 7.42
Consumer Staples 8.69 8.69 6.17
Construction 5.73 5.73 4.52
Metals & Mining 2.31 2.31 3.1
Financial 27.64 27.64 30.96
Healthcare 6 6 8.37
Insurance 0.7 0.7 0.69
Automobile 6.34 6.34 11.59
Communication 0.81 0.81 3.41
Services 4.56 4.56 3.51
Consumer Discretionary - - 0.42
Chemicals - - 1.44

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