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Axis Bluechip Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Axis Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Average |
| Asset Size (Cr) | ₹2840 Cr | ₹2840 Cr | ₹33556 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 | 05 Jan 2010 |
| 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% | 26% |
| Expense Ratio | 2.04 | 2.04 | 1.57 |
| Manager | Kapil Malhotra | Kapil Malhotra | Shreyash Devalkar |
| ISIN Code | INF277K01931 | INF277K01931 | INF846K01164 |
| Exits Load | 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 | Axis Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -2.29% | -2.29% | -2.16% |
| 6 Month | 3.06% | 3.06% | -0.02% |
| 1 Year | 8.98% | 8.98% | 6.47% |
| 3 Year | 15.42% | 15.42% | 12.72% |
| 5 Year | 15.48% | 15.48% | 10.55% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.92% | 2.92% | 1.38% |
| 1 Year | 13.84% | 13.84% | 8.67% |
| 3 Year | 12.42% | 12.42% | 10.24% |
| 5 Year | 13.26% | 13.26% | 9.83% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.25% | 13.25% | 11.45% |
| 3 Year | 14.43% | 14.43% | 12.76% |
| 5 Year | 14.12% | 14.12% | 13.83% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 12.82% |
| Sharp | 0.79% | 0.79% | 0.59% |
| Beta | 0.97% | 0.97% | 0.89% |
| Alpha | 0.61% | 0.61% | -1.38% |
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Shreyash Devalkar |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹166770 Cr |
| Funds Managed | 7 | 7 | 14 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 10.16 | 10.16 | 13.2 |
| Large Cap | 80.48 | 80.48 | 82.86 |
| Mid Cap | 3.01 | 3.01 | 3.93 |
| Small Cap | 6.35 | 6.35 | - |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.26 | 3.26 | 4.99 |
| Energy | 5.81 | 5.81 | 7.85 |
| Industrials | 8.1 | 8.1 | 10.73 |
| Technology | 10.2 | 10.2 | 8.94 |
| Financial Services | 33.49 | 33.49 | 32.66 |
| Basic Materials | 8.23 | 8.23 | 4.02 |
| Consumer Defensive | 5.73 | 5.73 | 2.98 |
| Consumer Cyclical | 16.12 | 16.12 | 15.29 |
| Healthcare | 1.12 | 1.12 | 6.01 |
| Communication Services | 3.52 | 3.52 | 5.72 |
| Utilities | 4.41 | 4.41 | 0.81 |
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