Canara Robeco Blue Chip Equity Fund vs Tata Large Cap Fund compare
                                
                                Tata Large Cap Fund -Regular Plan - Growth Option
                            
                                
                                Tata Large Cap Fund -Regular Plan - Growth Option
                            
                                
                                Canara Robeco Large Cap Fund - Regular Plan - Growth Option
                            
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
| Investment Plan | Growth | Growth | Growth | 
| Level of Risk | Very High | Very High | Average | 
| Asset Size (Cr) | ₹2684 Cr | ₹2684 Cr | ₹16515 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 | 20 Aug 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 TRI | 
| Turn Over | 20.36% | 20.36% | 33% | 
| Expense Ratio | 2.04 | 2.04 | 1.65 | 
| Manager | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar | 
| ISIN Code | INF277K01931 | INF277K01931 | INF760K01AR3 | 
| 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 | Canara Robeco Bluechip Equity Fund - Regular Plan - 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 | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| 1 Month | 4.13% | 4.13% | 3.86% | 
| 6 Month | 7.35% | 7.35% | 5.86% | 
| 1 Year | 5.58% | 5.58% | 6.59% | 
| 3 Year | 15.05% | 15.05% | 15.09% | 
| 5 Year | 19.8% | 19.8% | 18.04% | 
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| 6 Month | 1.27% | 1.27% | -0.18% | 
| 1 Year | 8.2% | 8.2% | 5.77% | 
| 3 Year | 11.77% | 11.77% | 12.47% | 
| 5 Year | 12.95% | 12.95% | 12.79% | 
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| 1 Year | 12.75% | 12.75% | 12.18% | 
| 3 Year | 13.37% | 13.37% | 14.43% | 
| 5 Year | 13.84% | 13.84% | 13.79% | 
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 11.41% | 
| Sharp | 0.77% | 0.77% | 0.83% | 
| Beta | 0.97% | 0.97% | 0.89% | 
| Alpha | 0.94% | 0.94% | 1.55% | 
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar | 
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹69491 Cr | 
| Funds Managed | 7 | 7 | 12 | 
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option | 
Market Cap
| Scheme Name | 
                                                     Tata Large Cap Fund -Regular Plan - Growth Option  | 
                                            
                                                
                                                     Tata Large Cap Fund -Regular Plan - Growth Option  | 
                                            
                                                
                                                     Canara Robeco Large Cap Fund - Regular Plan - Growth Option  | 
                                                                                    
                                    
|---|---|---|---|
| Others | 7.48 | 7.48 | 6.4 | 
| Large Cap | 80.67 | 80.67 | 85.03 | 
| Mid Cap | 5.7 | 5.7 | 8.57 | 
| Small Cap | 6.15 | 6.15 | - | 
Sector Allocation
| Scheme Name | 
                                                     Tata Large Cap Fund -Regular Plan - Growth Option  | 
                                                                                            
                                                     Tata Large Cap Fund -Regular Plan - Growth Option  | 
                                                                                            
                                                     Canara Robeco Large Cap Fund - Regular Plan - Growth Option  | 
                                                                                    
                                    
|---|---|---|---|
| Others | 2.34 | 2.34 | 2.97 | 
| Energy | 5.34 | 5.34 | 5.36 | 
| Industrials | 9.03 | 9.03 | 9.48 | 
| Technology | 9.2 | 9.2 | 7.54 | 
| Financial Services | 33.59 | 33.59 | 33.27 | 
| Basic Materials | 9.42 | 9.42 | 4.56 | 
| Consumer Defensive | 5.44 | 5.44 | 7.58 | 
| Healthcare | 2.62 | 2.62 | 7.02 | 
| Consumer Cyclical | 16.21 | 16.21 | 14.5 | 
| Communication Services | 2.27 | 2.27 | 4.46 | 
| Utilities | 4.54 | 4.54 | 2.84 | 
| Real Estate | - | - | 0.41 | 
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