Quant Large Cap Fund Regular vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Quant Large Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹2521 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 | 08 Aug 2022 |
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% | % |
Expense Ratio | 2.04 | 2.04 | 1.93 |
Manager | Kapil Malhotra | Kapil Malhotra | Sanjeev Sharma |
ISIN Code | INF277K01931 | INF277K01931 | INF966L01AW4 |
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 | Quant Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 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 | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
1 Month | 3.21% | 3.21% | 3.25% |
6 Month | -4.04% | -4.04% | -8.35% |
1 Year | 8.36% | 8.36% | -3.11% |
3 Year | 13.65% | 13.65% | - |
5 Year | 23.18% | 23.18% | - |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
6 Month | 1.03% | 1.03% | -1.91% |
1 Year | -2.95% | -2.95% | -12.42% |
3 Year | 14.13% | 14.13% | - |
5 Year | 15.64% | 15.64% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
1 Year | 13.34% | 13.34% | 40.23% |
3 Year | 13.25% | 13.25% | - |
5 Year | 13.65% | 13.65% | - |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | - |
Sharp | 0.42% | 0.42% | - |
Beta | 0.97% | 0.97% | - |
Alpha | 0.59% | 0.59% | - |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Sanjeev Sharma |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹39731 Cr |
Funds Managed | 7 | 7 | 22 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Quant Large Cap Fund Regular - Growth |
---|---|---|---|
Others | 4.68 | 4.68 | 25.96 |
Large Cap | 82.56 | 82.56 | 67.45 |
Small Cap | 4.37 | 4.37 | 4.02 |
Mid Cap | 8.38 | 8.38 | 2.56 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Quant Large Cap Fund Regular - Growth |
---|---|---|---|
Others | 4.68 | 4.68 | 25.96 |
Energy | 5.29 | 5.29 | 15.8 |
Industrials | 10.92 | 10.92 | 4.65 |
Technology | 9.18 | 9.18 | 2.43 |
Consumer Cyclical | 7.58 | 7.58 | 5.63 |
Consumer Defensive | 5.85 | 5.85 | 8.73 |
Basic Materials | 5.38 | 5.38 | 7.48 |
Financial Services | 34.65 | 34.65 | 17.83 |
Healthcare | 6.82 | 6.82 | 9.89 |
Communication Services | 2.93 | 2.93 | - |
Utilities | 5.89 | 5.89 | 1.61 |
Real Estate | 0.84 | 0.84 | - |
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