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) | ₹38117 Cr | ₹2631 Cr | ₹2631 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 | -1.53% | -2.97% | -2.97% |
6 Month | 6.85% | 6.08% | 6.08% |
1 Year | -0.37% | -1.72% | -1.72% |
3 Year | 15.58% | 13.53% | 13.53% |
5 Year | 20.85% | 18.83% | 18.83% |
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 | 2.09% | 0.88% | 0.88% |
1 Year | 2.83% | 0.66% | 0.66% |
3 Year | 12.99% | 11.55% | 11.55% |
5 Year | 15.5% | 13.23% | 13.23% |
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 | 16.87% | 12.86% | 12.86% |
3 Year | 15.55% | 13.29% | 13.29% |
5 Year | 15% | 13.81% | 13.81% |
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 | 12.25% | 12.66% | 12.66% |
Sharp | 0.83% | 0.74% | 0.74% |
Beta | 0.95% | 0.96% | 0.96% |
Alpha | 1.92% | 0.44% | 0.44% |
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 | 4.56 | 6.54 | 6.54 |
Large Cap | 88.15 | 81.7 | 81.7 |
Mid Cap | 7.29 | 5.44 | 5.44 |
Small Cap | - | 6.32 | 6.32 |
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 | 4.04 | 3.52 | 3.52 |
Energy | 5.49 | 5.55 | 5.55 |
Industrials | 7.55 | 9.22 | 9.22 |
Technology | 4.74 | 8.92 | 8.92 |
Consumer Defensive | 5.93 | 5.13 | 5.13 |
Consumer Cyclical | 15.09 | 14.76 | 14.76 |
Basic Materials | 5.15 | 7.6 | 7.6 |
Financial Services | 32.74 | 34.93 | 34.93 |
Healthcare | 8.78 | 3.45 | 3.45 |
Utilities | 4.06 | 4.54 | 4.54 |
Real Estate | 0.44 | - | - |
Communication Services | 5.99 | 2.36 | 2.36 |
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