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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 | 3.88% | 3.88% | 4.36% |
| 6 Month | -1.34% | -1.34% | -0.55% |
| 1 Year | 8.23% | 8.23% | 6.97% |
| 3 Year | 14.39% | 14.39% | 12.03% |
| 5 Year | 22.62% | 22.62% | 18.57% |
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 | 1.03% | 1.03% | 2.1% |
| 1 Year | -2.95% | -2.95% | -0.32% |
| 3 Year | 14.13% | 14.13% | 11.29% |
| 5 Year | 15.64% | 15.64% | 12.04% |
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 | 0.42% | 0.42% | 0.258% |
| Beta | 0.97% | 0.97% | 0.895% |
| Alpha | 0.59% | 0.59% | -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 | 4.68 | 4.68 | 2.5 |
| Large Cap | 82.56 | 82.56 | 87.61 |
| Small Cap | 4.37 | 4.37 | - |
| Mid Cap | 8.38 | 8.38 | 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 | 4.68 | 4.68 | 1.74 |
| Energy | 5.29 | 5.29 | 7.63 |
| Industrials | 10.92 | 10.92 | 10 |
| Technology | 9.18 | 9.18 | 13.02 |
| Consumer Cyclical | 7.58 | 7.58 | 12.96 |
| Consumer Defensive | 5.85 | 5.85 | 6.93 |
| Basic Materials | 5.38 | 5.38 | 3.07 |
| Financial Services | 34.65 | 34.65 | 30.24 |
| Healthcare | 6.82 | 6.82 | 7.04 |
| Communication Services | 2.93 | 2.93 | 5.14 |
| Utilities | 5.89 | 5.89 | 1.8 |
| Real Estate | 0.84 | 0.84 | 0.43 |
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