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

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

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon 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 Very High Very High
Asset Size (Cr) ₹7968 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 31 Mar 1993 05 Feb 2015 05 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 1.78 1.91 1.91
Manager Chandraprakash Padiyar Yogesh Patil Yogesh Patil
ISIN Code INF277K01428 INF767K01NB5 INF767K01NB5
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 -6.61% -6.37% -6.37%
6 Month 6.47% 12.85% 12.85%
1 Year 24.86% 35.88% 35.88%
3 Year 14.68% 14.05% 14.05%
5 Year 18.74% 18.85% 18.85%

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 - - -
1 Year 18.96% 27.47% 27.47%
3 Year 21.93% 24.91% 24.91%
5 Year 21.97% 22.92% 22.92%

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 16.6% 13.43% 13.43%
3 Year 15.03% 15.11% 15.11%
5 Year 14.28% 14% 14%

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% 12.59% 12.59%
Sharp 0.88% 0.73% 0.73%
Beta 0.83% 0.92% 0.92%
Alpha 1.29% -0.42% -0.42%

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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
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

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 4.82 5.39 5.39
Large Cap 42.67 40.58 40.58
Mid Cap 40.55 36.85 36.85
Small Cap 11.96 17.2 17.2

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 4.68 1.83 1.83
Communication 5.05 0.96 0.96
Energy 5.69 3.98 3.98
Technology 3.31 4.09 4.09
Materials 4.09 2.95 2.95
Construction 1.81 0.8 0.8
Consumer Staples 9.54 3.81 3.81
Healthcare 6.49 2.87 2.87
Financial 31.45 27.22 27.22
Automobile 7.72 10.06 10.06
Capital Goods 6.79 18.23 18.23
Metals & Mining 1.77 1.18 1.18
Chemicals 6.92 3.69 3.69
Services 4.69 12.7 12.7
Consumer Discretionary - 2.26 2.26
Diversified - 1.71 1.71
Insurance - 0.9 0.9
Textiles - 0.78 0.78

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