HDFC Top 100 Fund vs Tata Large Cap Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹37716 Cr | ₹2611 Cr | ₹2611 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 11 Oct 1996 | 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 | 14.32% | 20.36% | 20.36% |
Expense Ratio | 1.62 | 2.04 | 2.04 |
Manager | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF179K01BE2 | INF277K01931 | INF277K01931 |
Exits Load | HDFC Large Cap 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 | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 3.35% | 3.14% | 3.14% |
6 Month | 5.64% | 5.51% | 5.51% |
1 Year | 4.52% | 3.66% | 3.66% |
3 Year | 21.38% | 19.63% | 19.63% |
5 Year | 23.05% | 21.58% | 21.58% |
SIP Return Analysis
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 7.94% | 8.59% | 8.59% |
1 Year | 9.39% | 10.07% | 10.07% |
3 Year | 17.3% | 16.72% | 16.72% |
5 Year | 18.42% | 16.59% | 16.59% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 17.07% | 12.99% | 12.99% |
3 Year | 15.48% | 13.25% | 13.25% |
5 Year | 14.95% | 13.75% | 13.75% |
Risk Management
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 13.01% | 12.66% | 12.66% |
Sharp | 0.87% | 0.77% | 0.77% |
Beta | 0.92% | 0.97% | 0.97% |
Alpha | 1.96% | 0.55% | 0.55% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹520687 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 40 | 7 | 7 |
HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 0.87 | 5.62 | 5.62 |
Large Cap | 93.11 | 83.8 | 83.8 |
Mid Cap | 6.03 | 7.28 | 7.28 |
Small Cap | - | 3.3 | 3.3 |
Sector Allocation
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 0.72 | 5.62 | 5.62 |
Energy | 7.89 | - | - |
Industrials | 8.81 | - | - |
Technology | 10.3 | - | - |
Consumer Defensive | 7.96 | - | - |
Basic Materials | 2.57 | - | - |
Financial Services | 32.25 | - | - |
Healthcare | 6.18 | - | - |
Consumer Cyclical | 12.29 | - | - |
Real Estate | 0.63 | - | - |
Communication Services | 5.44 | - | - |
Utilities | 4.97 | - | - |
Petroleum Products | - | 5.59 | 5.59 |
Electrical Equipment | - | 1.98 | 1.98 |
IT - Software | - | 6.14 | 6.14 |
Retailing | - | 0.81 | 0.81 |
Construction | - | 3.56 | 3.56 |
Ferrous Metals | - | 3.59 | 3.59 |
Diversified FMCG | - | 2.26 | 2.26 |
Banks | - | 28.58 | 28.58 |
Pharmaceuticals & Biotechnology | - | 6.67 | 6.67 |
Cement & Cement Products | - | 2.72 | 2.72 |
Automobiles | - | 6 | 6 |
Telecom - Services | - | 3.16 | 3.16 |
Finance | - | 3.7 | 3.7 |
IT - Services | - | 0.75 | 0.75 |
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 |
Transport Infrastructure | - | 1.17 | 1.17 |
Auto Components | - | 1.84 | 1.84 |
Insurance | - | 2.2 | 2.2 |
Top Comparisons
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns21%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns18.39%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.84%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.06%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns8.07%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.65%