LIC MF Large Cap Fund vs Tata Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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LIC MF Large Cap Fund-Growth

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LIC MF Large Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2611 Cr	₹2611 Cr	₹1469 Cr	₹1469 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	2.98%	2.98%	3.01%	3.01%
6 Month	3.95%	3.95%	3.46%	3.46%
1 Year	1.4%	1.4%	2.93%	2.93%
3 Year	19.14%	19.14%	16.45%	16.45%
5 Year	20.95%	20.95%	17.41%	17.41%

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	8.59%	8.59%	9.81%	9.81%
1 Year	10.07%	10.07%	11.85%	11.85%
3 Year	16.72%	16.72%	15.32%	15.32%
5 Year	16.59%	16.59%	13.9%	13.9%

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	12.99%	12.99%	11.62%	11.62%
3 Year	13.25%	13.25%	11.71%	11.71%
5 Year	13.75%	13.75%	11.99%	11.99%

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	0.77%	0.77%	0.56%	0.56%
Beta	0.97%	0.97%	1%	1%
Alpha	0.55%	0.55%	-2.27%	-2.27%

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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
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	5.66	5.66	1.81	1.81
Large Cap	84.75	84.75	80.87	80.87
Mid Cap	6.52	6.52	5.97	5.97
Small Cap	3.07	3.07	11.36	11.36

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	5.66	5.66	1.81	1.81
Petroleum Products	4.9	4.9	6.36	6.36
Electrical Equipment	2.14	2.14	1.52	1.52
IT - Software	6.17	6.17	7.26	7.26
Construction	3.81	3.81	4.86	4.86
Finance	5.61	5.61	4.96	4.96
Ferrous Metals	4.09	4.09	-	-
Diversified FMCG	2.2	2.2	4.28	4.28
Banks	27.57	27.57	25.35	25.35
Pharmaceuticals & Biotechnology	5.2	5.2	4.87	4.87
Cement & Cement Products	3.32	3.32	2.44	2.44
Automobiles	8.04	8.04	3.41	3.41
Telecom - Services	3.01	3.01	3.5	3.5
IT - Services	0.83	0.83	0.69	0.69
Consumer Durables	1.95	1.95	2.78	2.78
Realty	0.92	0.92	-	-
Leisure Services	1.16	1.16	0.52	0.52
Transport Services	0.82	0.82	0.68	0.68
Industrial Manufacturing	0.66	0.66	0.57	0.57
Power	4.92	4.92	4.16	4.16
Transport Infrastructure	1.34	1.34	-	-
Auto Components	2.05	2.05	0.87	0.87
Insurance	2.23	2.23	1.65	1.65
Beverages	1.4	1.4	2.57	2.57
Non - Ferrous Metals	-	-	0.52	0.52
Aerospace & Defense	-	-	3.5	3.5
Gas	-	-	1.38	1.38
Industrial Products	-	-	4.35	4.35
Agricultural Food & other Products	-	-	1.08	1.08
Food Products	-	-	0.45	0.45
Chemicals & Petrochemicals	-	-	0.49	0.49
Healthcare Services	-	-	0.59	0.59
Retailing	-	-	0.42	0.42
Textiles & Apparels	-	-	0.48	0.48
Other Utilities	-	-	1.05	1.05
Commercial Services & Supplies	-	-	0.59	0.59