Tata Large Cap Fund vs Edelweiss Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹1108 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 | 20 May 2009 |
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% | 79% |
Expense Ratio | 2.04 | 2.04 | 2.16 |
Manager | Kapil Malhotra | Kapil Malhotra | Bhavesh Jain |
ISIN Code | INF277K01931 | INF277K01931 | INF754K01046 |
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 | Edelweiss Large Cap Fund - Growth charges 1.0% 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 6.89% | 6.89% | 6.58% |
6 Month | -10.42% | -10.42% | -10.8% |
1 Year | 6.52% | 6.52% | 5.82% |
3 Year | 13.39% | 13.39% | 13.57% |
5 Year | 23.42% | 23.42% | 23.13% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -2.17% | -2.17% | -2.68% |
1 Year | -6.1% | -6.1% | -6.47% |
3 Year | 13.68% | 13.68% | 13.84% |
5 Year | 15.73% | 15.73% | 15.43% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 13.34% | 13.34% | 13.43% |
3 Year | 13.25% | 13.25% | 13.33% |
5 Year | 13.65% | 13.65% | 14.04% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.521% |
Sharp | 0.41% | 0.41% | 0.582% |
Beta | 0.97% | 0.97% | 0.937% |
Alpha | 0.51% | 0.51% | 0.513% |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Bhavesh Jain |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹0 Cr |
Funds Managed | 7 | 7 | 22 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 1.95 | 1.95 | 3.04 |
Large Cap | 82.52 | 82.52 | 82.38 |
Small Cap | 4.69 | 4.69 | 1.65 |
Mid Cap | 10.83 | 10.83 | 12.93 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 1.95 | 1.95 | 2.93 |
Energy | 5.27 | 5.27 | 5.35 |
Industrials | 11.63 | 11.63 | 7.1 |
Technology | 9.77 | 9.77 | 10.77 |
Consumer Cyclical | 7.93 | 7.93 | 11.32 |
Consumer Defensive | 6.15 | 6.15 | 7.04 |
Basic Materials | 4.82 | 4.82 | 4.91 |
Financial Services | 35.45 | 35.45 | 32.37 |
Healthcare | 7.01 | 7.01 | 10.76 |
Communication Services | 2.88 | 2.88 | 4.26 |
Utilities | 6.22 | 6.22 | 3.19 |
Real Estate | 0.93 | 0.93 | - |
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