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) | ₹37659 Cr | ₹2615 Cr | ₹2615 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 | 2.66% | 4.72% | 4.72% |
6 Month | 11.99% | 13.28% | 13.28% |
1 Year | -2.73% | -1.18% | -1.18% |
3 Year | 16.7% | 15.3% | 15.3% |
5 Year | 21.32% | 19.47% | 19.47% |
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 | 2.66% | 3.42% | 3.42% |
1 Year | 7.91% | 9.65% | 9.65% |
3 Year | 13.49% | 13.5% | 13.5% |
5 Year | 15.53% | 14.1% | 14.1% |
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 | 16.87% | 12.86% | 12.86% |
3 Year | 15.55% | 13.29% | 13.29% |
5 Year | 15% | 13.81% | 13.81% |
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 | 12.25% | 12.66% | 12.66% |
Sharp | 0.68% | 0.62% | 0.62% |
Beta | 0.95% | 0.97% | 0.97% |
Alpha | 1.75% | 0.7% | 0.7% |
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 | 3.34 | 7.39 | 7.39 |
Large Cap | 89.37 | 80.8 | 80.8 |
Mid Cap | 7.29 | 5.54 | 5.54 |
Small Cap | - | 6.27 | 6.27 |
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 | 2.79 | 2.4 | 2.4 |
Energy | 5.43 | 5.45 | 5.45 |
Industrials | 7.5 | 9.07 | 9.07 |
Technology | 4.72 | 9.87 | 9.87 |
Consumer Defensive | 5.23 | 5.28 | 5.28 |
Consumer Cyclical | 17.35 | 16.03 | 16.03 |
Basic Materials | 5.24 | 8.43 | 8.43 |
Financial Services | 32.72 | 33.42 | 33.42 |
Healthcare | 8.57 | 3.33 | 3.33 |
Utilities | 4.05 | 4.38 | 4.38 |
Real Estate | 0.42 | - | - |
Communication Services | 5.98 | 2.35 | 2.35 |
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