Axis Bluechip Fund vs Tata Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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Axis Large Cap Fund - Regular Plan - Growth

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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	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)	₹2615 Cr	₹2615 Cr	₹32954 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

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	4.72%	4.72%	2.95%
6 Month	13.28%	13.28%	12.69%
1 Year	-1.18%	-1.18%	-0.69%
3 Year	15.3%	15.3%	11.98%
5 Year	19.47%	19.47%	14.62%

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	3.42%	3.42%	3.35%
1 Year	9.65%	9.65%	10.12%
3 Year	13.5%	13.5%	12.47%
5 Year	14.1%	14.1%	10.96%

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	12.86%	12.86%	12.29%
3 Year	13.29%	13.29%	13%
5 Year	13.81%	13.81%	13.8%

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	0.62%	0.62%	0.41%
Beta	0.97%	0.97%	0.87%
Alpha	0.7%	0.7%	-1.61%

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

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	7.39	7.39	10.17
Large Cap	80.8	80.8	83.09
Mid Cap	5.54	5.54	6.74
Small Cap	6.27	6.27	-

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	2.4	2.4	3.82
Energy	5.45	5.45	6.12
Industrials	9.07	9.07	9.58
Technology	9.87	9.87	8.42
Financial Services	33.42	33.42	30.81
Basic Materials	8.43	8.43	5.39
Consumer Defensive	5.28	5.28	3.78
Healthcare	3.33	3.33	7.35
Consumer Cyclical	16.03	16.03	16.48
Communication Services	2.35	2.35	6.28
Utilities	4.38	4.38	1.98
Real Estate	-	-	0