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 | 1.4% | 0.91% | 0.91% |
6 Month | 6.1% | 6.97% | 6.97% |
1 Year | 1.94% | 1.29% | 1.29% |
3 Year | 19.87% | 18.13% | 18.13% |
5 Year | 22.34% | 20.69% | 20.69% |
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 | 7.37% | 7.92% | 7.92% |
1 Year | 8.58% | 9.49% | 9.49% |
3 Year | 16.05% | 15.49% | 15.49% |
5 Year | 17.61% | 15.86% | 15.86% |
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 | 12.65% | 12.66% | 12.66% |
Sharp | 1.07% | 1.02% | 1.02% |
Beta | 0.93% | 0.96% | 0.96% |
Alpha | 1.54% | 0.61% | 0.61% |
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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 | 3.69 | 6.08 | 6.08 |
Large Cap | 90.97 | 84.34 | 84.34 |
Mid Cap | 5.34 | 6.51 | 6.51 |
Small Cap | - | 3.07 | 3.07 |
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 | 3.5 | 6.08 | 6.08 |
Energy | 7.49 | 4.9 | 4.9 |
Industrials | 8.17 | 10.26 | 10.26 |
Technology | 7.29 | 6.16 | 6.16 |
Consumer Defensive | 5.85 | 3.6 | 3.6 |
Basic Materials | 3.39 | 8.27 | 8.27 |
Financial Services | 34.01 | 35.42 | 35.42 |
Healthcare | 6.74 | 5.2 | 5.2 |
Consumer Cyclical | 12.71 | 11.25 | 11.25 |
Real Estate | 0.63 | 0.92 | 0.92 |
Communication Services | 5.87 | 3.01 | 3.01 |
Utilities | 4.34 | 4.93 | 4.93 |
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