Tata Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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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)	₹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

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	3.21%	3.21%	3.14%
6 Month	-4.04%	-4.04%	-4.23%
1 Year	8.31%	8.31%	7.25%
3 Year	13.67%	13.67%	12%
5 Year	23.19%	23.19%	-

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	1.03%	1.03%	0.54%
1 Year	-2.95%	-2.95%	-2.7%
3 Year	14.13%	14.13%	11.76%
5 Year	15.64%	15.64%	-

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%	-

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	0.42%	0.42%	0.415%
Beta	0.97%	0.97%	0.927%
Alpha	0.59%	0.59%	-1.547%

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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
Funds Managed	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

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	4.68	4.68	4.17
Large Cap	82.56	82.56	86.51
Small Cap	4.37	4.37	1.84
Mid Cap	8.38	8.38	7.49

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	4.68	4.68	4.17
Energy	5.29	5.29	5.73
Industrials	10.92	10.92	9.32
Technology	9.18	9.18	10.54
Consumer Cyclical	7.58	7.58	10.65
Consumer Defensive	5.85	5.85	5.97
Basic Materials	5.38	5.38	4
Financial Services	34.65	34.65	34.16
Healthcare	6.82	6.82	7.65
Communication Services	2.93	2.93	5.88
Utilities	5.89	5.89	1.92
Real Estate	0.84	0.84	-