PGIM India Large Cap Fund vs Tata Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon PGIM India Large Cap Fund - Growth

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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) ₹2316 Cr ₹2316 Cr ₹593 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 05 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 2.05 2.05 2.38
Manager Kapil Malhotra Kapil Malhotra Bhupesh Kalyani
ISIN Code INF277K01931 INF277K01931 INF663L01GW4
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 of 0.5%, if redeemed within 90 days./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 2.87% 2.87% 1.89%
6 Month 13.44% 13.44% 15.25%
1 Year 34.08% 34.08% 27.53%
3 Year 15.6% 15.6% 12.2%
5 Year 19.36% 19.36% 15.88%

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 - - -
1 Year 16.44% 16.44% 10.43%
3 Year 35.74% 35.74% 24.57%
5 Year 67.49% 67.49% 47.28%

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 20.39% 20.39% 16.4%
3 Year 50.56% 50.56% 37.69%
5 Year 72.58% 72.58% 52.3%

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% 11.54%
Sharp 0.93% 0.93% 0.59%
Beta 0.96% 0.96% 0.87%
Alpha 0.95% 0.95% -3.08%

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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
Fund Manage 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

Large Cap 86.91 86.91 94.78
Others 1.57 1.57 3.48
Mid Cap 6.74 6.74 1.74
Small Cap 4.78 4.78 -

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

Financial 27.64 27.64 28.8
Energy 17.34 17.34 10.27
Construction 5.73 5.73 4.44
Technology 8.66 8.66 8.19
Healthcare 6 6 5.51
Automobile 6.34 6.34 5.4
Consumer Staples 8.69 8.69 6.17
Services 4.56 4.56 8.27
Capital Goods 5.76 5.76 5.35
Materials 3.91 3.91 3.03
Others 1.55 1.55 2.63
Metals & Mining 2.31 2.31 -
Communication 0.81 0.81 4.78
Insurance 0.7 0.7 2.94
Consumer Discretionary - - 2.92
Diversified - - 1.3

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