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Tata Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹7943 Cr | ₹2916 Cr | ₹2916 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 31 Mar 2003 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 10.69% | % | 46% |
| Expense Ratio | 1.77 | 1.9 | 1.9 |
| Manager | Chandraprakash Padiyar | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF277K01428 | INF767K01NB5 | INF767K01NB5 |
| Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 8.05% | 9.48% | 9.48% |
| 6 Month | -12.07% | -11.49% | -11.49% |
| 1 Year | 6.21% | 15.28% | 15.28% |
| 3 Year | 15.95% | 14.86% | 14.86% |
| 5 Year | 25.25% | 24.13% | 24.13% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -2.31% | -2.97% | -2.97% |
| 1 Year | -7.03% | -5.46% | -5.46% |
| 3 Year | 13.39% | 17.45% | 17.45% |
| 5 Year | 16.52% | 18.02% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 16.65% | 13.91% | 13.91% |
| 3 Year | 15.07% | 15.15% | 15.15% |
| 5 Year | 14.35% | 14.36% | 14.36% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.3% | 15.222% | 15.222% |
| Sharp | 0.58% | 0.407% | 0.407% |
| Beta | 0.84% | 0.962% | 0.962% |
| Alpha | -0.13% | -0.018% | -0.018% |
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Fund Managers
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Chandraprakash Padiyar | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹15627 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 | 7 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.23 | 6.28 | 6.28 |
| Large Cap | 43.55 | 40.11 | 40.11 |
| Mid Cap | 35.76 | 36.45 | 36.45 |
| Small Cap | 14.46 | 17.15 | 17.15 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.03 | 3.86 | 3.86 |
| Communication Services | 5.28 | 1.74 | 1.74 |
| Energy | 4.46 | 3.14 | 3.14 |
| Technology | 4.55 | 6.14 | 6.14 |
| Basic Materials | 11.07 | 9.16 | 9.16 |
| Industrials | 10.84 | 22.2 | 22.2 |
| Financial Services | 32.65 | 24.53 | 24.53 |
| Consumer Defensive | 6.92 | 2.77 | 2.77 |
| Healthcare | 6.79 | 6.48 | 6.48 |
| Consumer Cyclical | 7.27 | 16.41 | 16.41 |
| Utilities | 1.94 | 2.41 | 2.41 |
| Real Estate | 2.2 | 1.16 | 1.16 |
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