Franklin India Bluechip Fund vs Tata Large Cap Fund compare
Franklin India Large Cap Fund-Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹8061 Cr | ₹2827 Cr | ₹2827 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 01 Dec 1993 | 07 May 1998 | 07 May 1998 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 48.64% | 20.36% | 20.36% |
| Expense Ratio | 1.87 | 2.04 | 2.04 |
| Manager | Sandeep Manam | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF090I01171 | INF277K01931 | INF277K01931 |
| Exits Load | Franklin India Bluechip Fund - 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.24% | -0.23% | -0.23% |
| 6 Month | 5.64% | 5.59% | 5.59% |
| 1 Year | 6.47% | 6.23% | 6.23% |
| 3 Year | 14.55% | 14.23% | 14.23% |
| 5 Year | 14.89% | 16.26% | 16.26% |
SIP Return Analysis
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.79% | 1.95% | 1.95% |
| 1 Year | 12.37% | 11.49% | 11.49% |
| 3 Year | 13.73% | 12.88% | 12.88% |
| 5 Year | 13.06% | 13.59% | 13.59% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 13.79% | 13.34% | 13.34% |
| 3 Year | 14.09% | 14.41% | 14.41% |
| 5 Year | 13.86% | 14.09% | 14.09% |
Risk Management
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 10.81% | 12.66% | 12.66% |
| Sharp | 0.71% | 0.69% | 0.69% |
| Beta | 0.92% | 0.97% | 0.97% |
| Alpha | 0.92% | 0.59% | 0.59% |
Fund Managers
| Scheme Name | Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sandeep Manam | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹74256 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 20 | 7 | 7 |
| Franklin India Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 8.76 | 8.9 | 8.9 |
| Large Cap | 84.14 | 80.25 | 80.25 |
| Mid Cap | 5.18 | 4.36 | 4.36 |
| Small Cap | 1.92 | 6.5 | 6.5 |
Sector Allocation
| Scheme Name |
Franklin India Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.71 | 3.32 | 3.32 |
| Energy | 4.97 | 5.82 | 5.82 |
| Technology | 15.56 | 10.34 | 10.34 |
| Consumer Cyclical | 15.93 | 16.76 | 16.76 |
| Industrials | 6.11 | 8.27 | 8.27 |
| Basic Materials | 2.2 | 7.97 | 7.97 |
| Consumer Defensive | 5.01 | 5.91 | 5.91 |
| Financial Services | 32.34 | 33.75 | 33.75 |
| Healthcare | 10.16 | 1.05 | 1.05 |
| Real Estate | 1.15 | - | - |
| Utilities | 1.61 | 4.39 | 4.39 |
| Communication Services | 2.25 | 2.42 | 2.42 |
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