Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India 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 PGIM India Large Cap Fund - 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 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%

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 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

Top Comparisons

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns12.44%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns7.09%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.99%

Compare Now

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns13.12%

VS

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.91%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns15.69%

Compare Now
Add to Cart Successfully