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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 | 1.24% | 1.24% | 3.05% | 3.05% |
| 6 Month | -1.57% | -1.57% | -0.72% | -0.72% |
| 1 Year | 5.84% | 5.84% | 7.71% | 7.71% |
| 3 Year | 14.3% | 14.3% | 11.13% | 11.13% |
| 5 Year | 22.65% | 22.65% | 18.35% | 18.35% |
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% | 2% | 2.96% | 2.96% |
| 1 Year | -2.63% | -2.63% | -0.54% | -0.54% |
| 3 Year | 14.41% | 14.41% | 12.65% | 12.65% |
| 5 Year | 15.76% | 15.76% | 12.73% | 12.73% |
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 | 0.42% | 0.42% | 0.15% | 0.15% |
| Beta | 0.97% | 0.97% | 1% | 1% |
| Alpha | 0.59% | 0.59% | -3.27% | -3.27% |
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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 | 4.68 | 4.68 | 3.99 | 3.99 |
| Large Cap | 82.56 | 82.56 | 81.36 | 81.36 |
| Small Cap | 4.37 | 4.37 | 10.73 | 10.73 |
| Mid Cap | 8.38 | 8.38 | 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 | 4.68 | 4.68 | 2.23 | 2.23 |
| Energy | 5.29 | 5.29 | 8.19 | 8.19 |
| Industrials | 10.92 | 10.92 | 15.01 | 15.01 |
| Technology | 9.18 | 9.18 | 7.61 | 7.61 |
| Consumer Cyclical | 7.58 | 7.58 | 7.78 | 7.78 |
| Consumer Defensive | 5.85 | 5.85 | 8.78 | 8.78 |
| Basic Materials | 5.38 | 5.38 | 5.91 | 5.91 |
| Financial Services | 34.65 | 34.65 | 28.96 | 28.96 |
| Healthcare | 6.82 | 6.82 | 5.21 | 5.21 |
| Communication Services | 2.93 | 2.93 | 3.68 | 3.68 |
| Utilities | 5.89 | 5.89 | 6.65 | 6.65 |
| Real Estate | 0.84 | 0.84 | 0 | 0 |
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