LIC MF Large Cap Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High | Very High |
Asset Size (Cr) | ₹2631 Cr | ₹2631 Cr | ₹1459 Cr | ₹1459 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹500 | ₹500 |
Launch Date | 07 May 1998 | 07 May 1998 | 15 Sep 1999 | 15 Sep 1999 |
Category | Large Cap | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 20.36% | 20.36% | % | 35% |
Expense Ratio | 2.04 | 2.04 | 2.13 | 2.13 |
Manager | Kapil Malhotra | Kapil Malhotra | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF277K01931 | INF277K01931 | INF767K01105 | INF767K01105 |
Exits Load | 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 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
1 Month | -0.3% | -0.3% | -0.04% | -0.04% |
6 Month | 8.3% | 8.3% | 11.64% | 11.64% |
1 Year | -1.29% | -1.29% | 0.15% | 0.15% |
3 Year | 14.26% | 14.26% | 11.54% | 11.54% |
5 Year | 19% | 19% | 15.65% | 15.65% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
6 Month | 0.88% | 0.88% | 2.27% | 2.27% |
1 Year | 0.66% | 0.66% | 3.99% | 3.99% |
3 Year | 11.55% | 11.55% | 11.35% | 11.35% |
5 Year | 13.23% | 13.23% | 11.31% | 11.31% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
1 Year | 12.86% | 12.86% | 11.46% | 11.46% |
3 Year | 13.29% | 13.29% | 11.8% | 11.8% |
5 Year | 13.81% | 13.81% | 12.06% | 12.06% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.4% | 12.4% |
Sharp | 0.74% | 0.74% | 0.54% | 0.54% |
Beta | 0.96% | 0.96% | 0.98% | 0.98% |
Alpha | 0.44% | 0.44% | -2.06% | -2.06% |
Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 7 | 7 | 6 | 6 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
Others | 6.54 | 6.54 | 3.95 | 3.95 |
Large Cap | 81.7 | 81.7 | 81.42 | 81.42 |
Mid Cap | 5.44 | 5.44 | 5.38 | 5.38 |
Small Cap | 6.32 | 6.32 | 9.26 | 9.26 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
---|---|---|---|---|
Others | 3.52 | 3.52 | 2.17 | 2.17 |
Energy | 5.55 | 5.55 | 6.26 | 6.26 |
Industrials | 9.22 | 9.22 | 14.37 | 14.37 |
Technology | 8.92 | 8.92 | 6.77 | 6.77 |
Financial Services | 34.93 | 34.93 | 30.24 | 30.24 |
Basic Materials | 7.6 | 7.6 | 7.16 | 7.16 |
Consumer Defensive | 5.13 | 5.13 | 9 | 9 |
Healthcare | 3.45 | 3.45 | 6.38 | 6.38 |
Consumer Cyclical | 14.76 | 14.76 | 9.47 | 9.47 |
Communication Services | 2.36 | 2.36 | 3.63 | 3.63 |
Utilities | 4.54 | 4.54 | 4.56 | 4.56 |
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