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) | ₹39779 Cr | ₹2790 Cr | ₹2790 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 | 1.64% | 1.79% | 1.79% |
| 6 Month | 5.21% | 6.42% | 6.42% |
| 1 Year | 3.32% | 4.34% | 4.34% |
| 3 Year | 15.01% | 14.12% | 14.12% |
| 5 Year | 18.31% | 17.15% | 17.15% |
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 | 3.47% | 4.48% | 4.48% |
| 1 Year | 13.79% | 16.75% | 16.75% |
| 3 Year | 13.05% | 13.76% | 13.76% |
| 5 Year | 14.9% | 13.96% | 13.96% |
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 | 17.64% | 13.41% | 13.41% |
| 3 Year | 16.65% | 14.42% | 14.42% |
| 5 Year | 15.25% | 14.09% | 14.09% |
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 | 11.44% | 12.09% | 12.09% |
| Sharp | 0.73% | 0.62% | 0.62% |
| Beta | 0.92% | 0.98% | 0.98% |
| Alpha | 1.29% | -0.01% | -0.01% |
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 | 4.76 | 2.83 | 2.83 |
| Large Cap | 87.03 | 83.26 | 83.26 |
| Mid Cap | 8.22 | 5.82 | 5.82 |
| Small Cap | - | 8.09 | 8.09 |
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 | 3.97 | 2.83 | 2.83 |
| Energy | 5.77 | - | - |
| Industrials | 7.35 | - | - |
| Technology | 3.3 | - | - |
| Consumer Defensive | 4.66 | - | - |
| Consumer Cyclical | 17.12 | - | - |
| Healthcare | 10 | - | - |
| Basic Materials | 5.37 | - | - |
| Financial Services | 33.09 | - | - |
| Utilities | 2.82 | - | - |
| Real Estate | 0.4 | - | - |
| Communication Services | 6.16 | - | - |
| Petroleum Products | - | 5.59 | 5.59 |
| Electrical Equipment | - | 2.44 | 2.44 |
| IT - Software | - | 9.17 | 9.17 |
| Construction | - | 3.91 | 3.91 |
| Finance | - | 4.7 | 4.7 |
| Ferrous Metals | - | 4.49 | 4.49 |
| Diversified FMCG | - | 2.78 | 2.78 |
| Non - Ferrous Metals | - | 0.91 | 0.91 |
| Banks | - | 26.91 | 26.91 |
| Cement & Cement Products | - | 2.8 | 2.8 |
| Automobiles | - | 10.49 | 10.49 |
| Pharmaceuticals & Biotechnology | - | 1.08 | 1.08 |
| IT - Services | - | 0.83 | 0.83 |
| Consumer Durables | - | 2.81 | 2.81 |
| Food Products | - | 1.04 | 1.04 |
| Leisure Services | - | 0.96 | 0.96 |
| Telecom - Services | - | 2.39 | 2.39 |
| Auto Components | - | 3.33 | 3.33 |
| Industrial Manufacturing | - | 0.59 | 0.59 |
| Power | - | 4.58 | 4.58 |
| Transport Infrastructure | - | 1.27 | 1.27 |
| Insurance | - | 1.97 | 1.97 |
| Beverages | - | 2.13 | 2.13 |
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