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 Bluechip 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 Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹32271 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 | 1.59 |
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 Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -2.24% | -2.24% | -0.87% |
6 Month | -8.83% | -8.83% | -6% |
1 Year | 5.31% | 5.31% | 7.15% |
3 Year | 11.88% | 11.88% | 7.73% |
5 Year | 14.72% | 14.72% | 10.92% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | -6.45% | -6.45% | -3.42% |
3 Year | 12.59% | 12.59% | 10.48% |
5 Year | 15.47% | 15.47% | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 13.34% | 13.34% | 13.04% |
3 Year | 13.25% | 13.25% | 13.03% |
5 Year | 13.65% | 13.65% | 13.68% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.82% |
Sharp | 0.44% | 0.44% | 0.16% |
Beta | 0.98% | 0.98% | 0.94% |
Alpha | -0.08% | -0.08% | -3.6% |
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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 Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Shreyash Devalkar |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹166770 Cr |
Fund Manage | 7 | 7 | 14 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Axis Bluechip 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 Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
Others | 3.07 | 3.07 | 8.19 |
Small Cap | 5.87 | 5.87 | - |
Large Cap | 83.72 | 83.72 | 86.65 |
Mid Cap | 7.34 | 7.34 | 5.12 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|---|
Others | 3.07 | 3.07 | 8.19 |
Cement & Cement Products | 1.96 | 1.96 | 2.38 |
Petroleum Products | 6.57 | 6.57 | 3.37 |
Electrical Equipment | 2.83 | 2.83 | 0.83 |
IT - Software | 9.69 | 9.69 | 8.94 |
Personal Products | 3.6 | 3.6 | 0.52 |
Construction | 4.06 | 4.06 | 2.5 |
Ferrous Metals | 0.96 | 0.96 | - |
Diversified FMCG | 2.3 | 2.3 | 1.63 |
Banks | 22.96 | 22.96 | 21.4 |
Pharmaceuticals & Biotechnology | 7.72 | 7.72 | 5.63 |
Automobiles | 6.61 | 6.61 | 8.18 |
Capital Markets | 1.56 | 1.56 | - |
Telecom - Services | 0.67 | 0.67 | 5.29 |
Gas | 1.24 | 1.24 | - |
Finance | 3.57 | 3.57 | 6.73 |
IT - Services | 1.22 | 1.22 | - |
Consumer Durables | 2.97 | 2.97 | 0.69 |
Agricultural Food & other Products | 1.72 | 1.72 | 0.27 |
Diversified Metals | 1.23 | 1.23 | - |
Realty | 1.02 | 1.02 | 0.38 |
Transport Services | 0.67 | 0.67 | 2.77 |
Industrial Manufacturing | 0.85 | 0.85 | - |
Power | 7.26 | 7.26 | 2.26 |
Transport Infrastructure | 1.4 | 1.4 | - |
Food Products | 0.65 | 0.65 | 0.56 |
Insurance | 1.64 | 1.64 | 1.9 |
Healthcare Services | - | - | 1.06 |
Leisure Services | - | - | 1.42 |
Aerospace & Defense | - | - | 0.91 |
Retailing | - | - | 8.82 |
Beverages | - | - | 0.59 |
Chemicals & Petrochemicals | - | - | 2.09 |
Auto Components | - | - | 0.65 |
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