ITI Large Cap Fund Regular vs Tata Large Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Large Cap Fund Regular - Growth

Invest Now

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund ITI Large Cap Fund Regular - Growth 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) ₹332 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 24 Dec 2020 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 % 20.36% 20.36%
Expense Ratio 2.35 2.05 2.05
Manager Rohan Korde Kapil Malhotra Kapil Malhotra
ISIN Code INF00XX01770 INF277K01931 INF277K01931
Exits Load Exit load of 1% if redeemed within 3 months./365 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

Trailing Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -6.22% -6.79% -6.79%
6 Month -0.13% 2.34% 2.34%
1 Year 22.94% 23.34% 23.34%
3 Year 9.9% 11.7% 11.7%
5 Year - 15.37% 15.37%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year 11.25% 14.35% 14.35%
3 Year 18.35% 19.1% 19.1%
5 Year - 19.51% 19.51%

Rolling Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 12.31% 13.29% 13.29%
3 Year 14.74% 13.26% 13.26%
5 Year - 13.56% 13.56%

Risk Management

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 12.89% 12.66% 12.66%
Sharp 0.85% 0.54% 0.54%
Beta 0.94% 0.98% 0.98%
Alpha 0.17% 0.46% 0.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Rohan Korde Kapil Malhotra Kapil Malhotra
Total AUM ₹4626 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 10 7 7
ITI Large Cap Fund Regular - Growth Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Large Cap Fund Regular - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 6.36 1.57 1.57
Large Cap 81.57 86.91 86.91
Mid Cap 4.64 6.74 6.74
Small Cap 7.43 4.78 4.78

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 3.06 1.55 1.55
Energy 14.26 17.34 17.34
Technology 6.96 8.66 8.66
Construction 6 5.73 5.73
Financial 28.94 27.64 27.64
Metals & Mining 10.9 2.31 2.31
Healthcare 2.79 6 6
Materials 2.95 3.91 3.91
Capital Goods 3.31 5.76 5.76
Insurance 3.57 0.7 0.7
Consumer Staples 3.78 8.69 8.69
Automobile 4.98 6.34 6.34
Textiles 0.73 - -
Consumer Discretionary 2.15 - -
Services 2.05 4.56 4.56
Communication 2.93 0.81 0.81
Chemicals 0.64 - -

Top Comparisons

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

3Y Returns11.7%

VS

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

3Y Returns11.7%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.22%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns24.09%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.26%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns18.84%

Compare Now
Request call back
Add to Cart Successfully