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) ₹2415 Cr ₹2415 Cr ₹587 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 0.97% 0.97% 2.01%
6 Month -0.87% -0.87% 0.84%
1 Year 14.12% 14.12% 10.44%
3 Year 13.91% 13.91% 10.55%
5 Year 15.69% 15.69% 12.6%

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 6.13% 6.13% 4.88%
3 Year 17.3% 17.3% 13.43%
5 Year 18.61% 18.61% 14.32%

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 13.29% 13.29% 15.25%
3 Year 13.26% 13.26% 12.22%
5 Year 13.56% 13.56% 12.47%

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 0.63% 0.63% 0.59%
Beta 0.98% 0.98% 0.87%
Alpha 0.58% 0.58% -3.08%

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
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

Others 3.07 3.07 2.48
Small Cap 5.87 5.87 -
Large Cap 83.72 83.72 86.75
Mid Cap 7.34 7.34 10.77

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 3.07 3.07 2.48
Cement & Cement Products 1.96 1.96 2.41
Petroleum Products 6.57 6.57 7.27
Electrical Equipment 2.83 2.83 -
IT - Software 9.69 9.69 12.53
Personal Products 3.6 3.6 -
Construction 4.06 4.06 3.42
Ferrous Metals 0.96 0.96 -
Diversified FMCG 2.3 2.3 1.31
Banks 22.96 22.96 21.93
Pharmaceuticals & Biotechnology 7.72 7.72 5.41
Automobiles 6.61 6.61 5.64
Capital Markets 1.56 1.56 -
Telecom - Services 0.67 0.67 4.14
Gas 1.24 1.24 -
Finance 3.57 3.57 6.57
IT - Services 1.22 1.22 -
Consumer Durables 2.97 2.97 5.39
Agricultural Food & other Products 1.72 1.72 -
Diversified Metals 1.23 1.23 -
Realty 1.02 1.02 0.5
Transport Services 0.67 0.67 2.4
Industrial Manufacturing 0.85 0.85 -
Power 7.26 7.26 2.2
Transport Infrastructure 1.4 1.4 -
Food Products 0.65 0.65 1.79
Insurance 1.64 1.64 3.15
Leisure Services - - 0.8
Aerospace & Defense - - 1.08
Beverages - - 4.25
Industrial Products - - 1
Chemicals & Petrochemicals - - 0.96
Retailing - - 3.37

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns7.9%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.5%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns19.56%

VS

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns18.31%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.73%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns13.06%

Compare Now

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.64%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.1%

Compare Now
Request call back
Add to Cart Successfully