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) | ₹2827 Cr | ₹2827 Cr | ₹7187 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 | 1.06% | 1.06% | 0.7% |
| 6 Month | 5.45% | 5.45% | 3.13% |
| 1 Year | 4.88% | 4.88% | 5.63% |
| 3 Year | 14.35% | 14.35% | 17.61% |
| 5 Year | 16.83% | 16.83% | 15.83% |
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 | 3.97% | 3.97% | 2.62% |
| 1 Year | 16.49% | 16.49% | 12.68% |
| 3 Year | 13.68% | 13.68% | 15.91% |
| 5 Year | 13.83% | 13.83% | 15.4% |
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 | 13.41% | 13.41% | 14.78% |
| 3 Year | 14.42% | 14.42% | 13.46% |
| 5 Year | 14.09% | 14.09% | 12.5% |
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 | 12.09% | 12.09% | 11.08% |
| Sharp | 0.62% | 0.62% | 0.90% |
| Beta | 0.98% | 0.98% | 0.87% |
| Alpha | -0.01% | -0.01% | 3.31% |
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 | 9.06 | 9.06 | 12.89 |
| Large Cap | 80.61 | 80.61 | 77.85 |
| Mid Cap | 4.23 | 4.23 | 4.8 |
| Small Cap | 6.11 | 6.11 | 4.47 |
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 | 2.81 | 2.81 | 10 |
| Energy | 5.59 | 5.59 | 4.58 |
| Industrials | 9.19 | 9.19 | 0.79 |
| Technology | 10.91 | 10.91 | 7.61 |
| Financial Services | 33.58 | 33.58 | 42.37 |
| Basic Materials | 8.2 | 8.2 | 1.14 |
| Consumer Defensive | 5.95 | 5.95 | 5.9 |
| Healthcare | 1.08 | 1.08 | 9.19 |
| Consumer Cyclical | 15.72 | 15.72 | 10.03 |
| Communication Services | 2.39 | 2.39 | 1.53 |
| Utilities | 4.57 | 4.57 | 6.86 |
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