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ITI Large Cap Fund Regular vs Tata Large Cap Fund compare
ITI Large Cap Fund Regular - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | ITI Large Cap Fund Regular - Growth | 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) | ₹537 Cr | ₹2827 Cr | ₹2827 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 24 Dec 2020 | 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 | % | 20.36% | 20.36% |
| Expense Ratio | 2.37 | 2.04 | 2.04 |
| Manager | Rohan Korde | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF00XX01770 | INF277K01931 | INF277K01931 |
| 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 | 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 | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.72% | -0.45% | -0.45% |
| 6 Month | -0.12% | 2.89% | 2.89% |
| 1 Year | 2.88% | 8.11% | 8.11% |
| 3 Year | 13.9% | 15.32% | 15.32% |
| 5 Year | 12.44% | 16.24% | 16.24% |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 2.33% | 3.59% | 3.59% |
| 1 Year | 10.08% | 13.56% | 13.56% |
| 3 Year | 10.69% | 13.02% | 13.02% |
| 5 Year | 11.48% | 13.66% | 13.66% |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.19% | 13.34% | 13.34% |
| 3 Year | 13.98% | 14.41% | 14.41% |
| 5 Year | - | 14.09% | 14.09% |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 13.07% | 12.66% | 12.66% |
| Sharp | 0.48% | 0.69% | 0.69% |
| Beta | 1.02% | 0.97% | 0.97% |
| Alpha | -1.53% | 0.59% | 0.59% |
Fund Managers
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Rohan Korde | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹4626 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 10 | 7 | 7 |
| ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 9.14 | 8.9 | 8.9 |
| Large Cap | 79.6 | 80.25 | 80.25 |
| Small Cap | 8.29 | 6.5 | 6.5 |
| Mid Cap | 2.97 | 4.36 | 4.36 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.25 | 3.32 | 3.32 |
| Energy | 8 | 5.82 | 5.82 |
| Technology | 6.72 | 10.34 | 10.34 |
| Consumer Cyclical | 11.94 | 16.76 | 16.76 |
| Industrials | 13.75 | 8.27 | 8.27 |
| Basic Materials | 5.39 | 7.97 | 7.97 |
| Financial Services | 35.47 | 33.75 | 33.75 |
| Healthcare | 2.97 | 1.05 | 1.05 |
| Utilities | 5.26 | 4.39 | 4.39 |
| Consumer Defensive | 3.37 | 5.91 | 5.91 |
| Real Estate | 0.57 | - | - |
| Communication Services | 4.3 | 2.42 | 2.42 |
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