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) | ₹31016 Cr | ₹2790 Cr | ₹2790 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 | 1.47% | 1.79% | 1.79% |
| 6 Month | 5.55% | 6.42% | 6.42% |
| 1 Year | 5.31% | 4.34% | 4.34% |
| 3 Year | 14.66% | 14.12% | 14.12% |
| 5 Year | 16.72% | 17.15% | 17.15% |
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 | 3.77% | 4.48% | 4.48% |
| 1 Year | 16.28% | 16.75% | 16.75% |
| 3 Year | 14.66% | 13.76% | 13.76% |
| 5 Year | 14.52% | 13.96% | 13.96% |
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 | 3.43 | 2.83 | 2.83 |
| Large Cap | 85.16 | 83.26 | 83.26 |
| Mid Cap | 4.25 | 5.82 | 5.82 |
| Small Cap | 7.11 | 8.09 | 8.09 |
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 | 3.43 | 2.83 | 2.83 |
| Telecom - Services | 4.41 | 2.39 | 2.39 |
| Petroleum Products | 5.38 | 5.59 | 5.59 |
| Electrical Equipment | 1.8 | 2.44 | 2.44 |
| IT - Software | 8.38 | 9.17 | 9.17 |
| Retailing | 3.41 | - | - |
| Personal Products | 2.27 | - | - |
| Construction | 4.9 | 3.91 | 3.91 |
| Finance | 5.72 | 4.7 | 4.7 |
| Diversified FMCG | 3 | 2.78 | 2.78 |
| Non - Ferrous Metals | 1.38 | 0.91 | 0.91 |
| Banks | 25.51 | 26.91 | 26.91 |
| Pharmaceuticals & Biotechnology | 4.24 | 1.08 | 1.08 |
| Aerospace & Defense | 0.39 | - | - |
| Cement & Cement Products | 1.34 | 2.8 | 2.8 |
| Automobiles | 7.07 | 10.49 | 10.49 |
| Insurance | 2.91 | 1.97 | 1.97 |
| Consumer Durables | 3.77 | 2.81 | 2.81 |
| Transport Services | 1.36 | - | - |
| Beverages | 1.08 | 2.13 | 2.13 |
| Diversified Metals | 0.55 | - | - |
| Food Products | 0.58 | 1.04 | 1.04 |
| Entertainment | 0.12 | - | - |
| Realty | 1.31 | - | - |
| Industrial Products | 0.53 | - | - |
| Auto Components | 0.73 | 3.33 | 3.33 |
| Healthcare Services | 1.1 | - | - |
| Fertilizers & Agrochemicals | 0.64 | - | - |
| Industrial Manufacturing | 0.25 | 0.59 | 0.59 |
| Power | 2.39 | 4.58 | 4.58 |
| Ferrous Metals | - | 4.49 | 4.49 |
| IT - Services | - | 0.83 | 0.83 |
| Leisure Services | - | 0.96 | 0.96 |
| Transport Infrastructure | - | 1.27 | 1.27 |
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