LIC MF Large Cap Fund vs Tata Large Cap Fund compare
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
Chart Comparison
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) | ₹2408 Cr | ₹2408 Cr | ₹1414 Cr | ₹1414 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 | 15 Sep 1999 | 15 Sep 1999 |
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 | 2.04 | 2.04 | 2.13 | 2.13 |
Manager | Kapil Malhotra | Kapil Malhotra | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF277K01931 | INF277K01931 | INF767K01105 | INF767K01105 |
Exits Load | 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 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | 5.48% | 5.48% | 6.51% | 6.51% |
6 Month | -10.83% | -10.83% | -12.37% | -12.37% |
1 Year | 4.02% | 4.02% | 4.15% | 4.15% |
3 Year | 11.9% | 11.9% | 8.84% | 8.84% |
5 Year | 24.17% | 24.17% | 20.79% | 20.79% |
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 | -2.17% | -2.17% | -3.66% | -3.66% |
1 Year | -6.1% | -6.1% | -7.77% | -7.77% |
3 Year | 13.68% | 13.68% | 10.33% | 10.33% |
5 Year | 15.73% | 15.73% | 11.74% | 11.74% |
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 | 13.34% | 13.34% | 11.9% | 11.9% |
3 Year | 13.25% | 13.25% | 11.76% | 11.76% |
5 Year | 13.65% | 13.65% | 11.94% | 11.94% |
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 | 0.41% | 0.41% | 0.08% | 0.08% |
Beta | 0.97% | 0.97% | 0.98% | 0.98% |
Alpha | 0.51% | 0.51% | -4.06% | -4.06% |
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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 |
Funds Managed | 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 | 1.95 | 1.95 | 3.99 | 3.99 |
Large Cap | 82.52 | 82.52 | 81.36 | 81.36 |
Small Cap | 4.69 | 4.69 | 10.73 | 10.73 |
Mid Cap | 10.83 | 10.83 | 3.92 | 3.92 |
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 | 1.95 | 1.95 | 2.23 | 2.23 |
Energy | 5.27 | 5.27 | 8.19 | 8.19 |
Industrials | 11.63 | 11.63 | 15.01 | 15.01 |
Technology | 9.77 | 9.77 | 7.61 | 7.61 |
Consumer Cyclical | 7.93 | 7.93 | 7.78 | 7.78 |
Consumer Defensive | 6.15 | 6.15 | 8.78 | 8.78 |
Basic Materials | 4.82 | 4.82 | 5.91 | 5.91 |
Financial Services | 35.45 | 35.45 | 28.96 | 28.96 |
Healthcare | 7.01 | 7.01 | 5.21 | 5.21 |
Communication Services | 2.88 | 2.88 | 3.68 | 3.68 |
Utilities | 6.22 | 6.22 | 6.65 | 6.65 |
Real Estate | 0.93 | 0.93 | 0 | 0 |
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