Tata Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23485 Cr | ₹8390 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY LARGE MIDCAP 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 9.01% | 10.69% |
| Expense Ratio | 1.66 | 1.76 |
| Manager | Dhruv Muchhal | Chandraprakash Padiyar |
| ISIN Code | INF179KA1RT1 | INF277K01428 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid 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 | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.35% | -4.38% |
| 6 Month | -5.41% | -5.06% |
| 1 Year | 11.52% | 10.02% |
| 3 Year | 18.52% | 14% |
| 5 Year | 21.44% | 17.07% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.46% | -1.46% |
| 3 Year | 21.77% | 15.51% |
| 5 Year | 24.45% | 18.21% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.01% | 16.6% |
| 3 Year | 10.73% | 15.03% |
| 5 Year | 11.31% | 14.28% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 11.3% |
| Sharp | 1.37% | 0.76% |
| Beta | 0.96% | 0.84% |
| Alpha | 3.24% | 0.33% |
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| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Chandraprakash Padiyar |
| Total AUM | ₹520687 Cr | ₹15627 Cr |
| Fund Manage | 40 | 3 |
| HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.31 | 5.37 |
| Large Cap | 49.45 | 40.47 |
| Small Cap | 12.2 | 15.66 |
| Mid Cap | 37.04 | 38.5 |
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.31 | 5.37 |
| Telecom - Services | 2.22 | 5.07 |
| Petroleum Products | 2.61 | 3.97 |
| IT - Software | 8.83 | 3.19 |
| Auto Components | 4.16 | 4.23 |
| Construction | 1.62 | 1.55 |
| Pharmaceuticals & Biotechnology | 9.22 | 2.82 |
| IT - Services | 0.07 | - |
| Industrial Manufacturing | 0.9 | - |
| Cement & Cement Products | 1.18 | 3.49 |
| Finance | 8.81 | 5.55 |
| Healthcare Services | 3.08 | 2.83 |
| Banks | 18.76 | 23.22 |
| Retailing | 2.21 | 2.2 |
| Diversified FMCG | 1.06 | 1.69 |
| Non - Ferrous Metals | 0.72 | - |
| Realty | 1.73 | 1.03 |
| Agricultural, Commercial & Construction Vehicles | 1.58 | - |
| Chemicals & Petrochemicals | 1.98 | 3.97 |
| Leisure Services | 1.76 | 1.05 |
| Automobiles | 3.3 | 2.09 |
| Aerospace & Defense | 2.31 | - |
| Electrical Equipment | 0.53 | 1.7 |
| Ferrous Metals | 1.1 | - |
| Fertilizers & Agrochemicals | 1.03 | 4.01 |
| Telecom - Equipment & Accessories | 0.17 | - |
| Consumer Durables | 2.53 | 0.95 |
| Insurance | 3.09 | - |
| Personal Products | 0.49 | - |
| Transport Services | 1.5 | - |
| Industrial Products | 1.45 | 4.2 |
| Gas | 1.35 | 0.9 |
| Beverages | 0.55 | 4.83 |
| Entertainment | 0.64 | - |
| Agricultural Food & other Products | 0.52 | 0.63 |
| Oil | 0.69 | - |
| Capital Markets | 0.99 | 2.69 |
| Financial Technology (Fintech) | 0.6 | - |
| Power | 2.68 | 1.35 |
| Commercial Services & Supplies | 0.39 | 3.09 |
| Textiles & Apparels | 0.23 | - |
| Transport Infrastructure | 0.05 | - |
| Diversified | - | 2.33 |
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