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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
Overview
| 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) | ₹2408 Cr | ₹2408 Cr | ₹3319 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 | 01 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 | 2.04 | 2.04 | 1.93 |
| Manager | Kapil Malhotra | Kapil Malhotra | Sudhir Kedia |
| ISIN Code | INF277K01931 | INF277K01931 | INF903JA1IZ3 |
| 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 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -4.93% | -4.93% | -4.97% |
| 6 Month | -10.93% | -10.93% | -10.19% |
| 1 Year | 0.89% | 0.89% | -0.74% |
| 3 Year | 14.55% | 14.55% | 13.22% |
| 5 Year | 16.33% | 16.33% | - |
SIP Return Analysis
| 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 | -7.49% | -7.49% | -7.39% |
| 1 Year | -13.18% | -13.18% | -12.09% |
| 3 Year | 10.7% | 10.7% | 8.72% |
| 5 Year | 14.17% | 14.17% | - |
Rolling Lumpsum Returns
| 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 | 13.34% | 13.34% | 16.09% |
| 3 Year | 13.25% | 13.25% | 15.35% |
| 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 | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 12.412% |
| Sharp | 0.44% | 0.44% | 0.415% |
| Beta | 0.98% | 0.98% | 0.927% |
| Alpha | -0.08% | -0.08% | -1.547% |
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Fund Managers
| 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 |
Market Cap
| 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 | 1.95119 | 1.95119 | 4.16618 |
| Large Cap | 82.52496 | 82.52496 | 86.51139 |
| Small Cap | 4.68936 | 4.68936 | 1.83596 |
| Mid Cap | 10.83454 | 10.83454 | 7.48643 |
Sector Allocation
| 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 | 1.95119 | 1.95119 | 4.16618 |
| Energy | 5.2696 | 5.2696 | 5.73322 |
| Industrials | 11.62909 | 11.62909 | 9.32349 |
| Technology | 9.76932 | 9.76932 | 10.541 |
| Consumer Cyclical | 7.92644 | 7.92644 | 10.65136 |
| Consumer Defensive | 6.14639 | 6.14639 | 5.96847 |
| Basic Materials | 4.819 | 4.819 | 3.9974 |
| Financial Services | 35.44657 | 35.44657 | 34.16408 |
| Healthcare | 7.01206 | 7.01206 | 7.65296 |
| Communication Services | 2.88086 | 2.88086 | 5.88147 |
| Utilities | 6.22147 | 6.22147 | 1.92033 |
| Real Estate | 0.92806 | 0.92806 | - |
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