UTI vs Tata Large Cap Fund compare

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

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

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tortoise-icon UTI - Master Share-Growth Option

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Chart Comparison

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

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

Trailing Lumpsum Returns

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 -5.84% -5.84% -7.34%
6 Month 7.43% 7.43% 7.67%
1 Year 34.14% 34.14% 26.9%
3 Year 13.39% 13.39% 9.99%
5 Year 16.5% 16.5% 16.06%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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 13.45% 13.45% 12.04%
3 Year 13.32% 13.32% 12.28%
5 Year 13.56% 13.56% 12.93%

Risk Management

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 0.73% 0.73% 0.58%
Beta 0.98% 0.98% 0.92%
Alpha 0.64% 0.64% -0.67%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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