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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) | ₹510 Cr | ₹2684 Cr | ₹2684 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 | 3.4% | 3.43% | 3.43% |
| 6 Month | 7.08% | 7.35% | 7.35% |
| 1 Year | 3.16% | 5.58% | 5.58% |
| 3 Year | 13.46% | 15.05% | 15.05% |
| 5 Year | - | 19.8% | 19.8% |
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 | -0.35% | 1.27% | 1.27% |
| 1 Year | 4.25% | 8.2% | 8.2% |
| 3 Year | 9.57% | 11.77% | 11.77% |
| 5 Year | - | 12.95% | 12.95% |
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% | 12.75% | 12.75% |
| 3 Year | 13.98% | 13.37% | 13.37% |
| 5 Year | - | 13.84% | 13.84% |
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 | 13.12% | 12.18% | 12.18% |
| Sharp | 0.54% | 0.68% | 0.68% |
| Beta | 1.02% | 0.98% | 0.98% |
| Alpha | -1.50% | 0.16% | 0.16% |
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 | 9.32 | 7.48 | 7.48 |
| Large Cap | 78.66 | 80.67 | 80.67 |
| Small Cap | 10.5 | 6.15 | 6.15 |
| Mid Cap | 1.52 | 5.7 | 5.7 |
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 | 1.22 | 2.34 | 2.34 |
| Energy | 7.38 | 5.34 | 5.34 |
| Technology | 8.52 | 9.2 | 9.2 |
| Consumer Cyclical | 9.99 | 16.21 | 16.21 |
| Industrials | 10.99 | 9.03 | 9.03 |
| Basic Materials | 5.1 | 9.42 | 9.42 |
| Financial Services | 34.16 | 33.59 | 33.59 |
| Healthcare | 4.34 | 2.62 | 2.62 |
| Consumer Defensive | 6.87 | 5.44 | 5.44 |
| Utilities | 6.44 | 4.54 | 4.54 |
| Real Estate | 0.59 | - | - |
| Communication Services | 4.4 | 2.27 | 2.27 |
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