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) | ₹2408 Cr | ₹2408 Cr | ₹4600 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 | 1.93 |
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 | 1.2% | 1.2% | 1.03% |
6 Month | -1.67% | -1.67% | 1.5% |
1 Year | 2.35% | 2.35% | 11.33% |
3 Year | 18.56% | 18.56% | 22.82% |
5 Year | 21.74% | 21.74% | 21.39% |
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 | 5.81% | 5.81% | 6.47% |
1 Year | 3.81% | 3.81% | 9.04% |
3 Year | 14.44% | 14.44% | 19.57% |
5 Year | 15.28% | 15.28% | 17.6% |
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 | 12.99% | 12.99% | 15.32% |
3 Year | 13.25% | 13.25% | 13.13% |
5 Year | 13.75% | 13.75% | 12.34% |
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 | 0.77% | 0.77% | 1.06% |
Beta | 0.97% | 0.97% | 0.89% |
Alpha | 0.55% | 0.55% | 4.61% |
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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 | 5.62 | 5.62 | 13.31 |
Large Cap | 83.8 | 83.8 | 78.92 |
Small Cap | 3.3 | 3.3 | 4.39 |
Mid Cap | 7.28 | 7.28 | 3.38 |
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 | 5.62 | 5.62 | 13.31 |
Petroleum Products | 5.59 | 5.59 | - |
Electrical Equipment | 1.98 | 1.98 | - |
IT - Software | 6.14 | 6.14 | 4.61 |
Retailing | 0.81 | 0.81 | - |
Construction | 3.56 | 3.56 | - |
Ferrous Metals | 3.59 | 3.59 | - |
Diversified FMCG | 2.26 | 2.26 | 5.18 |
Banks | 28.58 | 28.58 | 30.54 |
Pharmaceuticals & Biotechnology | 6.67 | 6.67 | 6.92 |
Cement & Cement Products | 2.72 | 2.72 | - |
Automobiles | 6 | 6 | 10.43 |
Telecom - Services | 3.16 | 3.16 | 1.7 |
Finance | 3.7 | 3.7 | 5.06 |
IT - Services | 0.75 | 0.75 | 1 |
Consumer Durables | 2.55 | 2.55 | - |
Agricultural Food & other Products | 1.82 | 1.82 | - |
Personal Products | 0.82 | 0.82 | - |
Realty | 0.8 | 0.8 | - |
Leisure Services | 0.9 | 0.9 | - |
Transport Services | 0.83 | 0.83 | - |
Industrial Manufacturing | 0.61 | 0.61 | - |
Power | 5.33 | 5.33 | 3.5 |
Transport Infrastructure | 1.17 | 1.17 | - |
Auto Components | 1.84 | 1.84 | 3.16 |
Insurance | 2.2 | 2.2 | 6.52 |
Chemicals & Petrochemicals | - | - | 1.24 |
Gas | - | - | 3.26 |
Oil | - | - | 2.95 |
Capital Markets | - | - | 0.62 |
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