Quant Large Cap Fund Regular 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 Quant Large Cap Fund Regular - 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 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) ₹2316 Cr ₹2316 Cr ₹1508 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 2.05 2.05 2.07
Manager Kapil Malhotra Kapil Malhotra Sanjeev Sharma
ISIN Code INF277K01931 INF277K01931 INF966L01AW4
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 1%, if redeemed within 15 days./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 -2.58% -2.58% -2.94%
6 Month 1.82% 1.82% -2.8%
1 Year 24.97% 24.97% 29.61%
3 Year 12.9% 12.9% -
5 Year 16.02% 16.02% -

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 Year - - -
3 Year - - -
5 Year - - -

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 13.29% 13.29% 43.5%
3 Year 13.26% 13.26% -
5 Year 13.56% 13.56% -

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% 8.49%
Sharp 0.54% 0.54% -
Beta 0.98% 0.98% -
Alpha 0.46% 0.46% -

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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
Fund Manage 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 1.57 1.57 24.5
Large Cap 86.91 86.91 63.78
Small Cap 4.78 4.78 6.87
Mid Cap 6.74 6.74 4.86

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 1.55 1.55 24.5
Materials 3.91 3.91 -
Energy 17.34 17.34 -
Capital Goods 5.76 5.76 -
Technology 8.66 8.66 -
Consumer Staples 8.69 8.69 -
Construction 5.73 5.73 5.14
Metals & Mining 2.31 2.31 -
Financial 27.64 27.64 -
Healthcare 6 6 -
Insurance 0.7 0.7 10.02
Automobile 6.34 6.34 -
Communication 0.81 0.81 -
Services 4.56 4.56 -
Petroleum Products - - 9.23
Pharmaceuticals & Biotechnology - - 4.73
Diversified FMCG - - 10.47
Cement & Cement Products - - 6.58
Auto Components - - 5.55
Electrical Equipment - - 2.63
Gas - - 2.36
Healthcare Equipment & Supplies - - 2.55
Oil - - 1.85
Food Products - - 3.6
Consumer Durables - - 0.41
Finance - - 6.07
Telecom - Services - - 4.32

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