Aditya Birla Sun Life Frontline Equity Fund vs Tata Large Cap Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹31451 Cr | ₹2827 Cr | ₹2827 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 30 Aug 2002 | 07 May 1998 | 07 May 1998 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 45% | 20.36% | 20.36% |
| Expense Ratio | 1.65 | 2.04 | 2.04 |
| Manager | Dhaval Joshi | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF209K01BR9 | INF277K01931 | INF277K01931 |
| Exits Load | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.75% | 1.06% | 1.06% |
| 6 Month | 4.73% | 5.45% | 5.45% |
| 1 Year | 5.61% | 4.88% | 4.88% |
| 3 Year | 14.89% | 14.35% | 14.35% |
| 5 Year | 16.31% | 16.83% | 16.83% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.13% | 3.97% | 3.97% |
| 1 Year | 15.89% | 16.49% | 16.49% |
| 3 Year | 14.48% | 13.68% | 13.68% |
| 5 Year | 14.33% | 13.83% | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 17.61% | 13.41% | 13.41% |
| 3 Year | 15.51% | 14.42% | 14.42% |
| 5 Year | 15.25% | 14.09% | 14.09% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 11.80% | 12.09% | 12.09% |
| Sharp | 0.68% | 0.62% | 0.62% |
| Beta | 0.96% | 0.98% | 0.98% |
| Alpha | 0.60% | -0.01% | -0.01% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dhaval Joshi | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹361932 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 55 | 7 | 7 |
| Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 7.15 | 9.06 | 9.06 |
| Large Cap | 82.3 | 80.61 | 80.61 |
| Mid Cap | 3.45 | 4.23 | 4.23 |
| Small Cap | 7.1 | 6.11 | 6.11 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.49 | 2.81 | 2.81 |
| Communication Services | 4.92 | 2.39 | 2.39 |
| Energy | 5.39 | 5.59 | 5.59 |
| Industrials | 9.23 | 9.19 | 9.19 |
| Technology | 8.5 | 10.91 | 10.91 |
| Consumer Cyclical | 13.39 | 15.72 | 15.72 |
| Basic Materials | 4.65 | 8.2 | 8.2 |
| Consumer Defensive | 7.27 | 5.95 | 5.95 |
| Financial Services | 34.13 | 33.58 | 33.58 |
| Healthcare | 5.33 | 1.08 | 1.08 |
| Real Estate | 1.32 | - | - |
| Utilities | 2.4 | 4.57 | 4.57 |
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