UTI vs Tata Large Cap Fund compare

Tata Large Cap Fund -Regular Plan - Growth Option

UTI - Master Share-Growth Option

Overview

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Fund	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹2316 Cr	₹2316 Cr	₹13184 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹100	₹100	₹100
Min Addl Investment	₹1000	₹1000	₹100
Launch Date	07 May 1998	07 May 1998	18 Oct 1986
Category	Large Cap	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI	BSE 100
Turn Over	20.36%	20.36%	17%
Expense Ratio	2.05	2.05	1.72
Manager	Kapil Malhotra	Kapil Malhotra	Karthikraj Lakshmanan
ISIN Code	INF277K01931	INF277K01931	INF789F01976
Exits Load	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
1 Month	1.41%	1.41%	3.99%
6 Month	14.36%	14.36%	16.95%
1 Year	31.42%	31.42%	28.03%
3 Year	15.61%	15.61%	12.72%
5 Year	19.24%	19.24%	18.88%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
6 Month	-	-	-
1 Year	16.44%	16.44%	12.67%
3 Year	35.74%	35.74%	26.8%
5 Year	67.49%	67.49%	55.36%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
1 Year	20.39%	20.39%	18.96%
3 Year	50.56%	50.56%	43.19%
5 Year	72.58%	72.58%	60.87%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Standard Deviation	12.66%	12.66%	11.82%
Sharp	0.77%	0.77%	0.59%
Beta	0.98%	0.98%	0.92%
Alpha	1.01%	1.01%	-0.7%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Name	Kapil Malhotra	Kapil Malhotra	Karthikraj Lakshmanan
Total AUM	₹18472 Cr	₹18472 Cr	₹14959 Cr
Fund Manage	7	7	2
	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	1.57	1.57	1.44
Large Cap	86.91	86.91	80.56
Small Cap	4.78	4.78	0.99
Mid Cap	6.74	6.74	15.58

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	1.55	1.55	0.49
Materials	3.91	3.91	-
Energy	17.34	17.34	-
Capital Goods	5.76	5.76	-
Technology	8.66	8.66	-
Consumer Staples	8.69	8.69	-
Construction	5.73	5.73	2.02
Metals & Mining	2.31	2.31	-
Financial	27.64	27.64	-
Healthcare	6	6	-
Insurance	0.7	0.7	3.31
Automobile	6.34	6.34	-
Communication	0.81	0.81	-
Services	4.56	4.56	-
Automobiles	-	-	4.12
Petroleum Products	-	-	6.67
Industrial Products	-	-	1.61
IT - Software	-	-	12.29
Ferrous Metals	-	-	1.96
Consumer Durables	-	-	3.98
Banks	-	-	26.52
Pharmaceuticals & Biotechnology	-	-	3.29
Personal Products	-	-	1.78
Healthcare Services	-	-	0.99
Diversified FMCG	-	-	0.92
Fertilizers & Agrochemicals	-	-	0.53
Retailing	-	-	7.44
Finance	-	-	3.36
Telecom - Services	-	-	4.66
Diversified	-	-	0.51
Cement & Cement Products	-	-	1.7
Consumable Fuels	-	-	0.89
Transport Services	-	-	1.45
Beverages	-	-	1.37
Power	-	-	1.72
Textiles & Apparels	-	-	0.97
Auto Components	-	-	2.87
Leisure Services	-	-	1.15