PGIM India 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
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹571 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 07 May 1998 | 07 May 1998 | 30 Jan 2003 |
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% | 34% |
Expense Ratio | 2.04 | 2.04 | 2.38 |
Manager | Kapil Malhotra | Kapil Malhotra | Bhupesh Kalyani |
ISIN Code | INF277K01931 | INF277K01931 | INF663L01GW4 |
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 | PGIM India Large Cap Fund - Growth charges 0.5% 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 | PGIM India Large Cap Fund - Growth |
---|---|---|---|
1 Month | 6.74% | 6.74% | 6.83% |
6 Month | -9.65% | -9.65% | -9.79% |
1 Year | 6.53% | 6.53% | 3.72% |
3 Year | 12.79% | 12.79% | 10.68% |
5 Year | 23.56% | 23.56% | 19.46% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
---|---|---|---|
6 Month | -2.17% | -2.17% | -2.03% |
1 Year | -6.1% | -6.1% | -5.4% |
3 Year | 13.68% | 13.68% | 10.17% |
5 Year | 15.73% | 15.73% | 11.71% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
---|---|---|---|
1 Year | 13.34% | 13.34% | 15.21% |
3 Year | 13.25% | 13.25% | 12.15% |
5 Year | 13.65% | 13.65% | 12.48% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.538% |
Sharp | 0.41% | 0.41% | 0.258% |
Beta | 0.97% | 0.97% | 0.895% |
Alpha | 0.51% | 0.51% | -2.119% |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Bhupesh Kalyani |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹2742 Cr |
Funds Managed | 7 | 7 | 13 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
PGIM India Large Cap Fund - Growth |
---|---|---|---|
Others | 1.95 | 1.95 | 2.5 |
Large Cap | 82.52 | 82.52 | 87.61 |
Small Cap | 4.69 | 4.69 | - |
Mid Cap | 10.83 | 10.83 | 9.88 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
PGIM India Large Cap Fund - Growth |
---|---|---|---|
Others | 1.95 | 1.95 | 1.74 |
Energy | 5.27 | 5.27 | 7.63 |
Industrials | 11.63 | 11.63 | 10 |
Technology | 9.77 | 9.77 | 13.02 |
Consumer Cyclical | 7.93 | 7.93 | 12.96 |
Consumer Defensive | 6.15 | 6.15 | 6.93 |
Basic Materials | 4.82 | 4.82 | 3.07 |
Financial Services | 35.45 | 35.45 | 30.24 |
Healthcare | 7.01 | 7.01 | 7.04 |
Communication Services | 2.88 | 2.88 | 5.14 |
Utilities | 6.22 | 6.22 | 1.8 |
Real Estate | 0.93 | 0.93 | 0.43 |
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