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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) | ₹2827 Cr | ₹2827 Cr | ₹1503 Cr | ₹1503 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹200 | ₹200 |
| 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 | -0.4% | -0.4% | -1.27% | -1.27% |
| 6 Month | 4.6% | 4.6% | 1.52% | 1.52% |
| 1 Year | 4.85% | 4.85% | 2.44% | 2.44% |
| 3 Year | 14.24% | 14.24% | 11.46% | 11.46% |
| 5 Year | 16.13% | 16.13% | 11.61% | 11.61% |
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 | 3.97% | 3.97% | 1.63% | 1.63% |
| 1 Year | 16.49% | 16.49% | 11.31% | 11.31% |
| 3 Year | 13.68% | 13.68% | 11.23% | 11.23% |
| 5 Year | 13.83% | 13.83% | 10.77% | 10.77% |
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 | 13.41% | 13.41% | 12.44% | 12.44% |
| 3 Year | 14.42% | 14.42% | 12.36% | 12.36% |
| 5 Year | 14.09% | 14.09% | 12.41% | 12.41% |
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 | 0.69% | 0.69% | 0.47% | 0.47% |
| Beta | 0.97% | 0.97% | 1% | 1% |
| Alpha | 0.59% | 0.59% | -2.17% | -2.17% |
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 | 8.9 | 8.9 | 4.08 | 4.08 |
| Large Cap | 80.25 | 80.25 | 82.88 | 82.88 |
| Mid Cap | 4.36 | 4.36 | 5.55 | 5.55 |
| Small Cap | 6.5 | 6.5 | 7.49 | 7.49 |
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 | 3.32 | 3.32 | 2.57 | 2.57 |
| Energy | 5.82 | 5.82 | 6.86 | 6.86 |
| Industrials | 8.27 | 8.27 | 11.09 | 11.09 |
| Technology | 10.34 | 10.34 | 5.78 | 5.78 |
| Financial Services | 33.75 | 33.75 | 30.71 | 30.71 |
| Basic Materials | 7.97 | 7.97 | 5.43 | 5.43 |
| Consumer Defensive | 5.91 | 5.91 | 8.29 | 8.29 |
| Consumer Cyclical | 16.76 | 16.76 | 15.38 | 15.38 |
| Healthcare | 1.05 | 1.05 | 5.29 | 5.29 |
| Communication Services | 2.42 | 2.42 | 4.3 | 4.3 |
| Utilities | 4.39 | 4.39 | 4.3 | 4.3 |
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