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Axis Bluechip Fund vs Tata Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon 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) ₹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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