Tata Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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 |
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 | 6.89% | 6.89% | 5.17% |
6 Month | -10.42% | -10.42% | -9.78% |
1 Year | 6.52% | 6.52% | 3.21% |
3 Year | 13.39% | 13.39% | 10.98% |
5 Year | 23.42% | 23.42% | - |
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 | -2.17% | -2.17% | -2.85% |
1 Year | -6.1% | -6.1% | -6.28% |
3 Year | 13.68% | 13.68% | 11.13% |
5 Year | 15.73% | 15.73% | - |
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 | 13.34% | 13.34% | 16.09% |
3 Year | 13.25% | 13.25% | 15.35% |
5 Year | 13.65% | 13.65% | - |
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% | 12.412% |
Sharp | 0.41% | 0.41% | 0.415% |
Beta | 0.97% | 0.97% | 0.927% |
Alpha | 0.51% | 0.51% | -1.547% |
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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 |
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 |
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 | 1.95 | 1.95 | 4.17 |
Large Cap | 82.52 | 82.52 | 86.51 |
Small Cap | 4.69 | 4.69 | 1.84 |
Mid Cap | 10.83 | 10.83 | 7.49 |
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 | 1.95 | 1.95 | 4.17 |
Energy | 5.27 | 5.27 | 5.73 |
Industrials | 11.63 | 11.63 | 9.32 |
Technology | 9.77 | 9.77 | 10.54 |
Consumer Cyclical | 7.93 | 7.93 | 10.65 |
Consumer Defensive | 6.15 | 6.15 | 5.97 |
Basic Materials | 4.82 | 4.82 | 4 |
Financial Services | 35.45 | 35.45 | 34.16 |
Healthcare | 7.01 | 7.01 | 7.65 |
Communication Services | 2.88 | 2.88 | 5.88 |
Utilities | 6.22 | 6.22 | 1.92 |
Real Estate | 0.93 | 0.93 | - |
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