Sundaram Large Cap Fund Regular Plan vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2316 Cr | ₹2316 Cr | ₹3530 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 07 May 1998 | 07 May 1998 | 05 Oct 2020 |
| 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% | 23% |
| Expense Ratio | 2.05 | 2.05 | 1.9 |
| Manager | Kapil Malhotra | Kapil Malhotra | Sudhir Kedia |
| ISIN Code | INF277K01931 | INF277K01931 | INF903JA1IZ3 |
| 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 | For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 3.83% | 3.83% | 1.21% |
| 6 Month | 19.32% | 19.32% | 14.15% |
| 1 Year | 33.68% | 33.68% | 30.4% |
| 3 Year | 16.17% | 16.17% | 14.74% |
| 5 Year | 19.39% | 19.39% | 17.6% |
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 16.44% | 16.44% | 11.37% |
| 3 Year | 35.74% | 35.74% | 28.16% |
| 5 Year | 67.49% | 67.49% | 36.71% |
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 20.39% | 20.39% | 15.39% |
| 3 Year | 50.56% | 50.56% | 37.18% |
| 5 Year | 72.58% | 72.58% | 40.81% |
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 11.94% |
| Sharp | 0.77% | 0.77% | 0.79% |
| Beta | 0.98% | 0.98% | 0.91% |
| Alpha | 1.01% | 1.01% | -0.84% |
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| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Sudhir Kedia |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹10423 Cr |
| Fund Manage | 7 | 7 | 8 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 1.57 | 1.57 | 5.73 |
| Large Cap | 86.91 | 86.91 | 90.26 |
| Small Cap | 4.78 | 4.78 | 0.45 |
| Mid Cap | 6.74 | 6.74 | 3.54 |
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 1.55 | 1.55 | 1.19 |
| Materials | 3.91 | 3.91 | 2.54 |
| Energy | 17.34 | 17.34 | 11.41 |
| Capital Goods | 5.76 | 5.76 | 1.16 |
| Technology | 8.66 | 8.66 | 9.59 |
| Consumer Staples | 8.69 | 8.69 | 8.61 |
| Construction | 5.73 | 5.73 | 6.03 |
| Metals & Mining | 2.31 | 2.31 | 1.12 |
| Financial | 27.64 | 27.64 | 33.77 |
| Healthcare | 6 | 6 | 6.38 |
| Insurance | 0.7 | 0.7 | 0.59 |
| Automobile | 6.34 | 6.34 | 5.93 |
| Communication | 0.81 | 0.81 | 4.94 |
| Services | 4.56 | 4.56 | 5.81 |
| Consumer Discretionary | - | - | 0.91 |
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