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 | 3.21% | 3.21% | 2.97% |
6 Month | -4.04% | -4.04% | -4.52% |
1 Year | 8.36% | 8.36% | 8.51% |
3 Year | 13.65% | 13.65% | 14.49% |
5 Year | 23.18% | 23.18% | 22.47% |
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 | 1.03% | 1.03% | 0.93% |
1 Year | -2.95% | -2.95% | -2.79% |
3 Year | 14.13% | 14.13% | 14.4% |
5 Year | 15.64% | 15.64% | 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 | 0.42% | 0.42% | 0.582% |
Beta | 0.97% | 0.97% | 0.937% |
Alpha | 0.59% | 0.59% | 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 | 4.68 | 4.68 | 3.04 |
Large Cap | 82.56 | 82.56 | 82.38 |
Small Cap | 4.37 | 4.37 | 1.65 |
Mid Cap | 8.38 | 8.38 | 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 | 4.68 | 4.68 | 2.93 |
Energy | 5.29 | 5.29 | 5.35 |
Industrials | 10.92 | 10.92 | 7.1 |
Technology | 9.18 | 9.18 | 10.77 |
Consumer Cyclical | 7.58 | 7.58 | 11.32 |
Consumer Defensive | 5.85 | 5.85 | 7.04 |
Basic Materials | 5.38 | 5.38 | 4.91 |
Financial Services | 34.65 | 34.65 | 32.37 |
Healthcare | 6.82 | 6.82 | 10.76 |
Communication Services | 2.93 | 2.93 | 4.26 |
Utilities | 5.89 | 5.89 | 3.19 |
Real Estate | 0.84 | 0.84 | - |
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