HDFC Top 100 Fund vs Tata Large Cap Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹38251 Cr | ₹2684 Cr | ₹2684 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 11 Oct 1996 | 07 May 1998 | 07 May 1998 |
| 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 | 14.32% | 20.36% | 20.36% |
| Expense Ratio | 1.62 | 2.04 | 2.04 |
| Manager | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF179K01BE2 | INF277K01931 | INF277K01931 |
| Exits Load | HDFC Large Cap Fund - 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 4.04% | 4.38% | 4.38% |
| 6 Month | 5.08% | 7.25% | 7.25% |
| 1 Year | 4.01% | 5.92% | 5.92% |
| 3 Year | 16.56% | 15.56% | 15.56% |
| 5 Year | 21.81% | 19.75% | 19.75% |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 2.34% | 3.7% | 3.7% |
| 1 Year | 10.62% | 14.22% | 14.22% |
| 3 Year | 13.61% | 14.37% | 14.37% |
| 5 Year | 15.56% | 14.57% | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 16.67% | 12.75% | 12.75% |
| 3 Year | 15.6% | 13.37% | 13.37% |
| 5 Year | 15.03% | 13.84% | 13.84% |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.84% | 12.66% | 12.66% |
| Sharp | 0.84% | 0.77% | 0.77% |
| Beta | 0.94% | 0.97% | 0.97% |
| Alpha | 2.03% | 0.94% | 0.94% |
Fund Managers
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹520687 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 40 | 7 | 7 |
| HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.52 | 7.48 | 7.48 |
| Large Cap | 89.99 | 80.67 | 80.67 |
| Mid Cap | 7.49 | 5.7 | 5.7 |
| Small Cap | - | 6.15 | 6.15 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 1.98 | 2.34 | 2.34 |
| Energy | 5.09 | 5.34 | 5.34 |
| Industrials | 7.12 | 9.03 | 9.03 |
| Technology | 4.51 | 9.2 | 9.2 |
| Consumer Defensive | 4.78 | 5.44 | 5.44 |
| Consumer Cyclical | 18.6 | 16.21 | 16.21 |
| Basic Materials | 5.5 | 9.42 | 9.42 |
| Financial Services | 32.92 | 33.59 | 33.59 |
| Healthcare | 9.17 | 2.62 | 2.62 |
| Utilities | 4.09 | 4.54 | 4.54 |
| Real Estate | 0.39 | - | - |
| Communication Services | 5.85 | 2.27 | 2.27 |
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