LIC MF Large Cap Fund vs Tata Large Cap Fund compare

LIC MF Large Cap Fund vs Tata Large Cap Fund compare

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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 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	3.83%	3.83%	4.85%	4.85%
6 Month	19.32%	19.32%	20.51%	20.51%
1 Year	33.68%	33.68%	31.34%	31.34%
3 Year	16.17%	16.17%	13.49%	13.49%
5 Year	19.39%	19.39%	18.76%	18.76%

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	20.39%	20.39%	16.48%	16.48%
3 Year	50.56%	50.56%	38.27%	38.27%
5 Year	72.58%	72.58%	54.7%	54.7%

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	0.77%	0.77%	0.5%	0.5%
Beta	0.98%	0.98%	0.93%	0.93%
Alpha	1.01%	1.01%	-2.28%	-2.28%

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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
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

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