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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
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) | ₹23140 Cr | ₹7943 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.55% | 8.05% |
| 6 Month | -12.86% | -12.07% |
| 1 Year | 7.75% | 6.21% |
| 3 Year | 19.39% | 15.95% |
| 5 Year | 31.02% | 25.25% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.61% | -3.9% |
| 1 Year | -9.32% | -8.34% |
| 3 Year | 17.95% | 13.23% |
| 5 Year | 21.63% | 16.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.17% | 16.65% |
| 3 Year | 10.86% | 15.07% |
| 5 Year | 11.39% | 14.35% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.902% | 11.3% |
| Sharp | 0.746% | 0.58% |
| Beta | 1.012% | 0.84% |
| Alpha | 4.586% | -0.13% |
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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 |
| Funds Managed | 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 | 1.86 | 6.23 |
| Large Cap | 46.7 | 43.55 |
| Small Cap | 15.1 | 14.46 |
| Mid Cap | 36.35 | 35.76 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.03 | 6.03 |
| Communication Services | 2.8 | 5.28 |
| Basic Materials | 5.38 | 11.07 |
| Energy | 3.19 | 4.46 |
| Technology | 11.17 | 4.55 |
| Consumer Cyclical | 13.16 | 7.27 |
| Healthcare | 12.81 | 6.79 |
| Industrials | 11.76 | 10.84 |
| Financial Services | 30.96 | 32.65 |
| Consumer Defensive | 2.49 | 6.92 |
| Utilities | 3.91 | 1.94 |
| Real Estate | 1.35 | 2.2 |
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