DSP Top 100 Equity Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
DSP 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 | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Average |
Asset Size (Cr) | ₹2631 Cr | ₹2631 Cr | ₹6399 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 | 10 Mar 2003 |
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% | 42% |
Expense Ratio | 2.04 | 2.04 | 1.88 |
Manager | Kapil Malhotra | Kapil Malhotra | Jay Kothari |
ISIN Code | INF277K01931 | INF277K01931 | INF740K01243 |
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 | DSP Top 100 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 | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.3% | -0.3% | -0.76% |
6 Month | 8.3% | 8.3% | 8.46% |
1 Year | -1.29% | -1.29% | 3.88% |
3 Year | 14.26% | 14.26% | 17.4% |
5 Year | 19% | 19% | 18.54% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 0.88% | 0.88% | 1.24% |
1 Year | 0.66% | 0.66% | 4.14% |
3 Year | 11.55% | 11.55% | 16.42% |
5 Year | 13.23% | 13.23% | 15.74% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 12.86% | 12.86% | 15.15% |
3 Year | 13.29% | 13.29% | 13.29% |
5 Year | 13.81% | 13.81% | 12.41% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.37% |
Sharp | 0.74% | 0.74% | 1.08% |
Beta | 0.96% | 0.96% | 0.84% |
Alpha | 0.44% | 0.44% | 4.54% |
Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Jay Kothari |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹0 Cr |
Funds Managed | 7 | 7 | 20 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP 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 |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 6.54 | 6.54 | 12.84 |
Large Cap | 81.7 | 81.7 | 78.42 |
Mid Cap | 5.44 | 5.44 | 4 |
Small Cap | 6.32 | 6.32 | 4.74 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 3.52 | 3.52 | 9.06 |
Energy | 5.55 | 5.55 | 4.07 |
Industrials | 9.22 | 9.22 | 0.89 |
Technology | 8.92 | 8.92 | 6.19 |
Financial Services | 34.93 | 34.93 | 43.37 |
Basic Materials | 7.6 | 7.6 | 1.32 |
Consumer Defensive | 5.13 | 5.13 | 4.77 |
Healthcare | 3.45 | 3.45 | 9.76 |
Consumer Cyclical | 14.76 | 14.76 | 12.88 |
Communication Services | 2.36 | 2.36 | 1.39 |
Utilities | 4.54 | 4.54 | 6.3 |
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