Tata Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare

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

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk	Very High Risk
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

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	-4.09%	-6.43%	-6.43%
6 Month	-11.69%	-12.52%	-12.52%
1 Year	1.87%	9.91%	9.91%
3 Year	14.21%	13.28%	13.28%
5 Year	16.12%	15.2%	15.2%

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	-	-	-
1 Year	-11.46%	-8.24%	-8.24%
3 Year	11.58%	14.95%	14.95%
5 Year	15.95%	17.11%	17.11%

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%

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%	14.185%	14.185%
Sharp	0.61%	0.569%	0.569%
Beta	0.86%	0.925%	0.925%
Alpha	-0.94%	0.874%	0.874%

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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
Fund Manage	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

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	5.37	2.55	2.55
Large Cap	40.47	40.75	40.75
Mid Cap	38.5	38.05	38.05
Small Cap	15.66	18.63	18.63

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	5.37	2.55	2.55
Telecom - Services	5.07	1.52	1.52
Petroleum Products	3.97	2.74	2.74
IT - Software	3.19	4.75	4.75
Cement & Cement Products	3.49	1.33	1.33
Construction	1.55	1.07	1.07
Finance	5.55	8.52	8.52
Diversified FMCG	1.69	2.06	2.06
Banks	23.22	14.6	14.6
Healthcare Services	2.83	2.38	2.38
Pharmaceuticals & Biotechnology	2.82	2.92	2.92
Electrical Equipment	1.7	4.2	4.2
Capital Markets	2.69	-	-
Consumer Durables	0.95	2.41	2.41
Automobiles	2.09	2.35	2.35
Beverages	4.83	-	-
Industrial Products	4.2	9.42	9.42
Diversified	2.33	1.17	1.17
Gas	0.9	0.68	0.68
Chemicals & Petrochemicals	3.97	1.43	1.43
Auto Components	4.23	6.67	6.67
Realty	1.03	1.12	1.12
Fertilizers & Agrochemicals	4.01	2.55	2.55
Commercial Services & Supplies	3.09	-	-
Agricultural Food & other Products	0.63	0.94	0.94
Retailing	2.2	4.25	4.25
Leisure Services	1.05	3.41	3.41
Power	1.35	1.24	1.24
Industrial Manufacturing	-	4.77	4.77
Transport Services	-	1.54	1.54
Non - Ferrous Metals	-	1.07	1.07
IT - Services	-	0.43	0.43
Insurance	-	2.27	2.27
Aerospace & Defense	-	1.66	1.66
Textiles & Apparels	-	1.2	1.2
Transport Infrastructure	-	0.76	0.76