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Tata Large Cap Fund vs Edelweiss 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 Edelweiss Large Cap Fund - Regular Plan - Growth Option

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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 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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