LIC MF Large Cap Fund vs Tata Large Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

tortoise-icon LIC MF Large Cap Fund-Growth

Invest Now

tortoise-icon LIC MF Large Cap Fund-Regular Plan-Growth

Invest Now

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 LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Fund Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth Growth
Level of Risk Very High Very High Very High Very High
Asset Size (Cr) ₹2316 Cr ₹2316 Cr ₹1515 Cr ₹1515 Cr
Min Investment ₹5000 ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹500 ₹500
Launch Date 07 May 1998 07 May 1998 31 Aug 1994 31 Aug 1994
Category Large Cap Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open-ended Open-Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 20.36% 20.36% % 35%
Expense Ratio 2.05 2.05 2.11 2.11
Manager Kapil Malhotra Kapil Malhotra Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF277K01931 INF277K01931 INF767K01105 INF767K01105
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 for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
1 Month -5.84% -5.84% -6.31% -6.31%
6 Month 7.43% 7.43% 9.01% 9.01%
1 Year 34.14% 34.14% 31.04% 31.04%
3 Year 13.39% 13.39% 10.64% 10.64%
5 Year 16.5% 16.5% 15.55% 15.55%

SIP Return Analysis

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
6 Month - - - -
1 Year 16.44% 16.44% 13.41% 13.41%
3 Year 35.74% 35.74% 25.22% 25.22%
5 Year 67.49% 67.49% 48.22% 48.22%

Rolling Lumpsum Returns

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
1 Year 13.45% 13.45% 11.76% 11.76%
3 Year 13.32% 13.32% 12.03% 12.03%
5 Year 13.56% 13.56% 11.96% 11.96%

Risk Management

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Standard Deviation 12.66% 12.66% 12.4% 12.4%
Sharp 0.73% 0.73% 0.48% 0.48%
Beta 0.98% 0.98% 0.93% 0.93%
Alpha 0.64% 0.64% -2.34% -2.34%

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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth
Name Kapil Malhotra Kapil Malhotra Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹18472 Cr ₹18472 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 7 7 6 6
Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

LIC MF Large Cap Fund-Growth

LIC MF Large Cap Fund-Regular Plan-Growth

Others 1.57 1.57 4.09 4.09
Large Cap 86.91 86.91 90.51 90.51
Small Cap 4.78 4.78 1.96 1.96
Mid Cap 6.74 6.74 3.51 3.51

Sector Allocation

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

LIC MF Large Cap Fund-Growth

LIC MF Large Cap Fund-Regular Plan-Growth

Others 1.55 1.55 2.37 2.37
Materials 3.91 3.91 3.59 3.59
Energy 17.34 17.34 11.8 11.8
Capital Goods 5.76 5.76 5.34 5.34
Technology 8.66 8.66 7.69 7.69
Consumer Staples 8.69 8.69 9.06 9.06
Construction 5.73 5.73 4.9 4.9
Metals & Mining 2.31 2.31 1.95 1.95
Financial 27.64 27.64 32.59 32.59
Healthcare 6 6 2.95 2.95
Insurance 0.7 0.7 0.71 0.71
Automobile 6.34 6.34 7.32 7.32
Communication 0.81 0.81 3.1 3.1
Services 4.56 4.56 3.53 3.53
Consumer Discretionary - - 1.73 1.73
Chemicals - - 0.56 0.56
Diversified - - 0.88 0.88

Top Comparisons

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns23.27%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns18.9%

Compare Now

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns5.72%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns5.75%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.53%

VS

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.22%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

Compare Now
Request call back
Add to Cart Successfully