ITI Large Cap Fund Regular vs Tata Large Cap Fund compare

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ITI Large Cap Fund Regular - Growth

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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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	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)	₹364 Cr	₹2408 Cr	₹2408 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

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	5.72%	5.98%	5.98%
6 Month	2.55%	4.24%	4.24%
1 Year	4.12%	8.98%	8.98%
3 Year	17.91%	18.23%	18.23%
5 Year	-	23.77%	23.77%

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	-0.78%	1.28%	1.28%
1 Year	-8.77%	-3.68%	-3.68%
3 Year	10.77%	12.91%	12.91%
5 Year	-	14.54%	14.54%

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	12.22%	13.34%	13.34%
3 Year	13.91%	13.25%	13.25%
5 Year	-	13.65%	13.65%

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	13.325%	12.66%	12.66%
Sharp	0.377%	0.61%	0.61%
Beta	0.955%	0.97%	0.97%
Alpha	-1.882%	0.6%	0.6%

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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

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	4.15	5.73	5.73
Large Cap	79.83	82.46	82.46
Small Cap	11.61	4.47	4.47
Mid Cap	4.41	7.34	7.34

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	2.42	5.73	5.73
Energy	7.48	-	-
Industrials	16.97	-	-
Technology	12.99	-	-
Consumer Defensive	3.37	-	-
Basic Materials	4.79	-	-
Financial Services	26.49	-	-
Real Estate	2.14	-	-
Healthcare	8.17	-	-
Consumer Cyclical	8.05	-	-
Communication Services	3.14	-	-
Utilities	3.98	-	-
Petroleum Products	-	5.25	5.25
Electrical Equipment	-	2	2
IT - Software	-	6.52	6.52
Retailing	-	0.87	0.87
Personal Products	-	1.85	1.85
Construction	-	3.86	3.86
Ferrous Metals	-	3.09	3.09
Diversified FMCG	-	2.03	2.03
Banks	-	28.27	28.27
Pharmaceuticals & Biotechnology	-	6.69	6.69
Cement & Cement Products	-	2.84	2.84
Automobiles	-	5.86	5.86
Telecom - Services	-	2.95	2.95
Finance	-	4.07	4.07
IT - Services	-	0.83	0.83
Consumer Durables	-	2.55	2.55
Agricultural Food & other Products	-	1.73	1.73
Realty	-	0.83	0.83
Leisure Services	-	0.98	0.98
Transport Services	-	0.83	0.83
Industrial Manufacturing	-	0.62	0.62
Power	-	5.4	5.4
Transport Infrastructure	-	1.18	1.18
Auto Components	-	1.07	1.07
Insurance	-	2.1	2.1