ITI Large Cap Fund Regular vs HDFC Top 100 Fund compare

ITI Large Cap Fund Regular vs HDFC Top 100 Fund compare

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ITI Large Cap Fund Regular - Growth

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HDFC Large Cap Fund - Growth Option - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Fund	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹510 Cr	₹37659 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Dec 2020	11 Oct 1996
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	%	14.32%
Expense Ratio	2.37	1.62
Manager	Rohan Korde	Dhruv Muchhal
ISIN Code	INF00XX01770	INF179K01BE2
Exits Load	ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
1 Month	1.86%	1.62%
6 Month	11.84%	11.36%
1 Year	-4.06%	-3.04%
3 Year	13.23%	15.55%
5 Year	-	21%

SIP Return Analysis

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
6 Month	2.09%	2.66%
1 Year	6.4%	7.91%
3 Year	11.8%	13.49%
5 Year	-	15.53%

Rolling Lumpsum Returns

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
1 Year	9.92%	16.87%
3 Year	14.17%	15.55%
5 Year	-	15%

Risk Management

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Standard Deviation	13.57%	12.25%
Sharp	0.46%	0.68%
Beta	1.03%	0.95%
Alpha	-0.92%	1.75%

Fund Managers

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Name	Rohan Korde	Dhruv Muchhal
Total AUM	₹4626 Cr	₹520687 Cr
Funds Managed	10	40
	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan

Market Cap

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Others	8.94	4.56
Large Cap	78.57	88.15
Small Cap	10.34	-
Mid Cap	2.16	7.29

Sector Allocation

Scheme Name	ITI Large Cap Fund Regular - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Others	3.16	4.04
Energy	7.39	5.49
Technology	7.59	4.74
Industrials	12.17	7.55
Basic Materials	5.59	5.15
Financial Services	35.95	32.74
Healthcare	4.72	8.78
Consumer Cyclical	6.19	15.09
Utilities	6.59	4.06
Consumer Defensive	6.44	5.93
Real Estate	0.64	0.44
Communication Services	3.56	5.99

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