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) | ₹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 |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.53% | 6.19% |
| 6 Month | 20.52% | 18.55% |
| 1 Year | 45.39% | 33.18% |
| 3 Year | 26.17% | 18.7% |
| 5 Year | 26.63% | 22.83% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.92% | 14.21% |
| 3 Year | 50.79% | 37.19% |
| 5 Year | 101.91% | 73.24% |
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.86% | 22.29% |
| 3 Year | 74.64% | 57.36% |
| 5 Year | 110.02% | 81.2% |
| 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% | 1.14% |
| Beta | 0.96% | 0.83% |
| Alpha | 3.24% | 0.43% |
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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 |
|---|---|---|
| Large Cap | 49.85 | 42.67 |
| Others | 3.49 | 4.82 |
| Mid Cap | 34.39 | 40.55 |
| Small Cap | 12.27 | 11.96 |
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Banks | 20.09 | - |
| Others | 2.51 | 4.68 |
| IT - Software | 7.09 | - |
| Realty | 2.19 | - |
| Retailing | 1.83 | - |
| Finance | 9.38 | - |
| Petroleum Products | 2.8 | - |
| Pharmaceuticals & Biotechnology | 8.21 | - |
| Aerospace & Defense | 2.87 | - |
| Healthcare Services | 2.45 | - |
| Power | 2.55 | - |
| Construction | 1.57 | 1.81 |
| Insurance | 2.48 | - |
| Telecom - Services | 2.16 | - |
| Leisure Services | 1.82 | - |
| Cement & Cement Products | 1.47 | - |
| Ferrous Metals | 1.34 | - |
| Automobiles | 3.09 | - |
| Auto Components | 4.17 | - |
| Gas | 1.44 | - |
| Industrial Products | 1.98 | - |
| Diversified FMCG | 0.81 | - |
| Agricultural Food & other Products | 0.6 | - |
| Chemicals & Petrochemicals | 2.06 | - |
| Consumer Durables | 2.77 | - |
| Capital Markets | 0.75 | - |
| Personal Products | 0.52 | - |
| Industrial Manufacturing | 1 | - |
| Non - Ferrous Metals | 0.48 | - |
| Financial Technology (Fintech) | 0.52 | - |
| Agricultural, Commercial & Construction Vehicles | 0.85 | - |
| Oil | 0.77 | - |
| Electrical Equipment | 0.66 | - |
| Transport Services | 1.33 | - |
| Commercial Services & Supplies | 0.46 | - |
| Entertainment | 0.75 | - |
| Fertilizers & Agrochemicals | 1 | - |
| Beverages | 0.6 | - |
| Textiles & Apparels | 0.23 | - |
| Telecom - Equipment & Accessories | 0.21 | - |
| IT - Services | 0.08 | - |
| Transport Infrastructure | 0.06 | - |
| Financial | - | 31.45 |
| Consumer Staples | - | 9.54 |
| Energy | - | 5.69 |
| Chemicals | - | 6.92 |
| Capital Goods | - | 6.79 |
| Communication | - | 5.05 |
| Automobile | - | 7.72 |
| Healthcare | - | 6.49 |
| Services | - | 4.69 |
| Metals & Mining | - | 1.77 |
| Technology | - | 3.31 |
| Materials | - | 4.09 |
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