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 | Average | Very High | Very High |
Asset Size (Cr) | ₹2415 Cr | ₹2415 Cr | ₹1467 Cr | ₹1467 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 | 2.12 | 2.12 |
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 | -1.55% | -1.55% | -4.41% | -4.41% |
6 Month | -7.52% | -7.52% | -8.39% | -8.39% |
1 Year | 7.49% | 7.49% | 7.31% | 7.31% |
3 Year | 11.81% | 11.81% | 7.72% | 7.72% |
5 Year | 14.81% | 14.81% | 11.02% | 11.02% |
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 | - | - | - | - |
1 Year | -0.71% | -0.71% | -1.23% | -1.23% |
3 Year | 14.99% | 14.99% | 11.65% | 11.65% |
5 Year | 16.8% | 16.8% | 12.76% | 12.76% |
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 | 13.34% | 13.34% | 11.9% | 11.9% |
3 Year | 13.25% | 13.25% | 11.76% | 11.76% |
5 Year | 13.65% | 13.65% | 11.94% | 11.94% |
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 | 0.44% | 0.44% | 0.23% | 0.23% |
Beta | 0.98% | 0.98% | 0.94% | 0.94% |
Alpha | -0.08% | -0.08% | -2.77% | -2.77% |
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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 |
Fund Manage | 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 | 3.07 | 3.07 | 1.82 | 1.82 |
Small Cap | 5.87 | 5.87 | 12.98 | 12.98 |
Large Cap | 83.72 | 83.72 | 82.53 | 82.53 |
Mid Cap | 7.34 | 7.34 | 2.65 | 2.65 |
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 | 3.07 | 3.07 | 1.82 | 1.82 |
Cement & Cement Products | 1.96 | 1.96 | 1.81 | 1.81 |
Petroleum Products | 6.57 | 6.57 | 6.25 | 6.25 |
Electrical Equipment | 2.83 | 2.83 | 0.65 | 0.65 |
IT - Software | 9.69 | 9.69 | 7.89 | 7.89 |
Personal Products | 3.6 | 3.6 | 0.89 | 0.89 |
Construction | 4.06 | 4.06 | 4.97 | 4.97 |
Ferrous Metals | 0.96 | 0.96 | - | - |
Diversified FMCG | 2.3 | 2.3 | 6.14 | 6.14 |
Banks | 22.96 | 22.96 | 20.56 | 20.56 |
Pharmaceuticals & Biotechnology | 7.72 | 7.72 | 2.42 | 2.42 |
Automobiles | 6.61 | 6.61 | 6.31 | 6.31 |
Capital Markets | 1.56 | 1.56 | 0.2 | 0.2 |
Telecom - Services | 0.67 | 0.67 | 3.51 | 3.51 |
Gas | 1.24 | 1.24 | 1.1 | 1.1 |
Finance | 3.57 | 3.57 | 3.38 | 3.38 |
IT - Services | 1.22 | 1.22 | - | - |
Consumer Durables | 2.97 | 2.97 | 1.12 | 1.12 |
Agricultural Food & other Products | 1.72 | 1.72 | 1.95 | 1.95 |
Diversified Metals | 1.23 | 1.23 | - | - |
Realty | 1.02 | 1.02 | 0.42 | 0.42 |
Transport Services | 0.67 | 0.67 | 1.63 | 1.63 |
Industrial Manufacturing | 0.85 | 0.85 | 0.84 | 0.84 |
Power | 7.26 | 7.26 | 5.33 | 5.33 |
Transport Infrastructure | 1.4 | 1.4 | - | - |
Food Products | 0.65 | 0.65 | 1.1 | 1.1 |
Insurance | 1.64 | 1.64 | 1.93 | 1.93 |
Aerospace & Defense | - | - | 3.04 | 3.04 |
Beverages | - | - | 2.22 | 2.22 |
Oil | - | - | 0.96 | 0.96 |
Chemicals & Petrochemicals | - | - | 0.91 | 0.91 |
Industrial Products | - | - | 3.47 | 3.47 |
Healthcare Services | - | - | 0.84 | 0.84 |
Auto Components | - | - | 0.48 | 0.48 |
Consumable Fuels | - | - | 0.61 | 0.61 |
Retailing | - | - | 4.02 | 4.02 |
Other Utilities | - | - | 0.9 | 0.9 |
Commercial Services & Supplies | - | - | 0.31 | 0.31 |
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