Tata Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon Tata Large & Mid 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 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) ₹21432 Cr ₹7968 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 31 Mar 1993
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 1.68 1.78
Manager Dhruv Muchhal Chandraprakash Padiyar
ISIN Code INF179KA1RT1 INF277K01428
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month -6.96% -6.71%
6 Month 4.95% 4.67%
1 Year 27.54% 23.59%
3 Year 18.37% 15.03%
5 Year 22.46% 18.49%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month - -
1 Year 18.78% 18.96%
3 Year 26.97% 21.93%
5 Year 27.47% 21.97%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.88%
Beta 0.96% 0.83%
Alpha 3.24% 1.29%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 3.49 4.82
Large Cap 49.85 42.67
Small Cap 12.27 11.96
Mid Cap 34.39 40.55

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 2.51 4.68
Automobiles 3.09 -
Telecom - Services 2.16 -
Petroleum Products 2.8 -
IT - Software 7.09 -
Auto Components 4.17 -
Construction 1.57 1.81
Pharmaceuticals & Biotechnology 8.21 -
IT - Services 0.08 -
Industrial Manufacturing 1 -
Cement & Cement Products 1.47 -
Finance 9.38 -
Healthcare Services 2.45 -
Banks 20.09 -
Diversified FMCG 0.81 -
Non - Ferrous Metals 0.48 -
Realty 2.19 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Chemicals & Petrochemicals 2.06 -
Leisure Services 1.82 -
Aerospace & Defense 2.87 -
Ferrous Metals 1.34 -
Fertilizers & Agrochemicals 1 -
Telecom - Equipment & Accessories 0.21 -
Consumer Durables 2.77 -
Insurance 2.48 -
Electrical Equipment 0.66 -
Personal Products 0.52 -
Transport Services 1.33 -
Industrial Products 1.98 -
Gas 1.44 -
Beverages 0.6 -
Entertainment 0.75 -
Agricultural Food & other Products 0.6 -
Oil 0.77 -
Retailing 1.83 -
Capital Markets 0.75 -
Financial Technology (Fintech) 0.52 -
Power 2.55 -
Commercial Services & Supplies 0.46 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.06 -
Communication - 5.05
Energy - 5.69
Technology - 3.31
Materials - 4.09
Consumer Staples - 9.54
Healthcare - 6.49
Financial - 31.45
Automobile - 7.72
Capital Goods - 6.79
Metals & Mining - 1.77
Chemicals - 6.92
Services - 4.69

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