Tata Large Cap Fund vs Sundaram Large Cap Fund Regular Plan 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 Sundaram Large Cap Fund Regular Plan - Growth

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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 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

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 -5.73% -5.73% -5.29%
6 Month 3.5% 3.5% 4.61%
1 Year 24.42% 24.42% 19.69%
3 Year 12.14% 12.14% 10.32%
5 Year 15.72% 15.72% 17.6%

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 - - -
1 Year 14.35% 14.35% 12.02%
3 Year 19.1% 19.1% 16.46%
5 Year 19.51% 19.51% -

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 13.29% 13.29% 16.47%
3 Year 13.26% 13.26% 15.82%
5 Year 13.56% 13.56% -

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% 11.94%
Sharp 0.54% 0.54% 0.79%
Beta 0.98% 0.98% 0.91%
Alpha 0.46% 0.46% -0.84%

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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 1.57 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

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 1.55 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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