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) | ₹2702 Cr | ₹2702 Cr | ₹34374 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 | 0.12% | 0.12% | 0.03% |
6 Month | 6.75% | 6.75% | 5.6% |
1 Year | 0.56% | 0.56% | 2.7% |
3 Year | 17.78% | 17.78% | 14.2% |
5 Year | 20.53% | 20.53% | 15.29% |
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 | 6.24% | 6.24% | 5.04% |
1 Year | 7.61% | 7.61% | 6.69% |
3 Year | 14.86% | 14.86% | 12.73% |
5 Year | 15.39% | 15.39% | 11.47% |
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 | 12.99% | 12.99% | 12.54% |
3 Year | 13.25% | 13.25% | 12.9% |
5 Year | 13.75% | 13.75% | 13.73% |
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 | 13.08% | 13.08% | 12.76% |
Sharp | 0.94% | 0.94% | 0.75% |
Beta | 0.97% | 0.97% | 0.93% |
Alpha | -0.19% | -0.19% | -2.40% |
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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 | 6.08 | 6.08 | 12.32 |
Large Cap | 84.34 | 84.34 | 83.34 |
Mid Cap | 6.51 | 6.51 | 4.34 |
Small Cap | 3.07 | 3.07 | - |
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 | 6.08 | 6.08 | 10.94 |
Energy | 4.9 | 4.9 | 6.09 |
Industrials | 10.26 | 10.26 | 7.85 |
Technology | 6.16 | 6.16 | 7.17 |
Consumer Cyclical | 11.25 | 11.25 | 11.78 |
Financial Services | 35.42 | 35.42 | 30.74 |
Basic Materials | 8.27 | 8.27 | 4.36 |
Consumer Defensive | 3.6 | 3.6 | 6.09 |
Healthcare | 5.2 | 5.2 | 6.76 |
Communication Services | 3.01 | 3.01 | 6.86 |
Real Estate | 0.92 | 0.92 | 0.15 |
Utilities | 4.93 | 4.93 | 1.22 |
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