Tata Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare

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tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

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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 ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14474 Cr ₹7968 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jul 1998 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 55% 10.69%
Expense Ratio 1.72 1.78
Manager Sharmila D'mello Chandraprakash Padiyar
ISIN Code INF109K01431 INF277K01428
Exits Load Exit load of 1% if redeemed within 1 month./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 ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 2.25% -4.44%
6 Month 21.23% 10.23%
1 Year 48.05% 34.52%
3 Year 27.46% 17.45%
5 Year 26.58% 19.94%

SIP Return Analysis

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month - -
1 Year 20.27% 14.21%
3 Year 50.13% 37.19%
5 Year 101.01% 73.24%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 15.69% 16.57%
3 Year 15.35% 15.12%
5 Year 15.5% 14.3%

Risk Management

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 12.05% 11.3%
Sharp 1.5% 1.01%
Beta 0.84% 0.84%
Alpha 5.43% 0.61%

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Fund Managers

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Sharmila D'mello Chandraprakash Padiyar
Total AUM ₹354743 Cr ₹15627 Cr
Fund Manage 35 3
ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

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

Others 3.56 4.82
Large Cap 51.21 42.67
Mid Cap 38.93 40.55
Small Cap 6.33 11.96

Sector Allocation

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

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

Others 5 4.68
Materials 4.45 4.09
Energy 12.02 5.69
Financial 23 31.45
Construction 4.03 1.81
Healthcare 8.41 6.49
Communication 2.82 5.05
Automobile 10.63 7.72
Capital Goods 2.82 6.79
Technology 4.96 3.31
Consumer Staples 4.75 9.54
Metals & Mining 3.48 1.77
Chemicals 2.54 6.92
Services 6.17 4.69
Consumer Discretionary 0.39 -
Diversified 0.3 -
Insurance 3.4 -
Textiles 0.86 -

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