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ITI Large Cap Fund Regular vs Tata Large Cap Fund compare

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tortoise-icon ITI Large Cap Fund Regular - Growth

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon 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

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 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%

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 -0.78% 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%

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

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 13.325% 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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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 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

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 2.42 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

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