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) | ₹2684 Cr | ₹2684 Cr | ₹6621 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 | 2.04% | 2.04% | 2.11% |
| 6 Month | 6.58% | 6.58% | 3.92% |
| 1 Year | 5.2% | 5.2% | 5.55% |
| 3 Year | 15.9% | 15.9% | 18.21% |
| 5 Year | 19.11% | 19.11% | 18.37% |
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 | 3.25% | 3.25% | 1.72% |
| 1 Year | 13% | 13% | 10.46% |
| 3 Year | 13.88% | 13.88% | 16.78% |
| 5 Year | 14.3% | 14.3% | 15.96% |
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 | 12.75% | 12.75% | 15.03% |
| 3 Year | 13.37% | 13.37% | 13.35% |
| 5 Year | 13.84% | 13.84% | 12.46% |
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% | 1.02% |
| Beta | 0.97% | 0.97% | 0.86% |
| Alpha | 0.94% | 0.94% | 3.93% |
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 | 7.48 | 7.48 | 12.81 |
| Large Cap | 80.67 | 80.67 | 78.11 |
| Mid Cap | 5.7 | 5.7 | 4.44 |
| Small Cap | 6.15 | 6.15 | 4.65 |
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 | 2.34 | 2.34 | 9.4 |
| Energy | 5.34 | 5.34 | 4.36 |
| Industrials | 9.03 | 9.03 | 0.82 |
| Technology | 9.2 | 9.2 | 7.44 |
| Financial Services | 33.59 | 33.59 | 42.05 |
| Basic Materials | 9.42 | 9.42 | 1.04 |
| Consumer Defensive | 5.44 | 5.44 | 5.9 |
| Healthcare | 2.62 | 2.62 | 9.77 |
| Consumer Cyclical | 16.21 | 16.21 | 10.55 |
| Communication Services | 2.27 | 2.27 | 1.52 |
| Utilities | 4.54 | 4.54 | 7.15 |
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