Mirae Asset 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
Mirae Asset Large Cap Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2631 Cr | ₹2631 Cr | ₹39975 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 07 May 1998 | 07 May 1998 | 04 Apr 2008 |
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% | 22% |
Expense Ratio | 2.04 | 2.04 | 1.53 |
Manager | Kapil Malhotra | Kapil Malhotra | Gaurav Misra |
ISIN Code | INF277K01931 | INF277K01931 | INF769K01010 |
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 | Mirae Asset Large Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
1 Month | -1.27% | -1.27% | -1.18% |
6 Month | 10.3% | 10.3% | 13.08% |
1 Year | -5.26% | -5.26% | -0.97% |
3 Year | 14.19% | 14.19% | 12.86% |
5 Year | 17.94% | 17.94% | 15.88% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
6 Month | -0.55% | -0.55% | 0.99% |
1 Year | 0.82% | 0.82% | 5.38% |
3 Year | 11.37% | 11.37% | 11.73% |
5 Year | 13.27% | 13.27% | 12.29% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
1 Year | 12.86% | 12.86% | 13.27% |
3 Year | 13.29% | 13.29% | 15.24% |
5 Year | 13.81% | 13.81% | 15.99% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 11.56% |
Sharp | 0.74% | 0.74% | 0.59% |
Beta | 0.96% | 0.96% | 0.90% |
Alpha | 0.44% | 0.44% | -0.98% |
Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Gaurav Misra |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹45211 Cr |
Funds Managed | 7 | 7 | 2 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Mirae Asset Large Cap Fund - Growth Plan |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
Others | 6.54 | 6.54 | 3.32 |
Large Cap | 81.7 | 81.7 | 83.03 |
Mid Cap | 5.44 | 5.44 | 8.93 |
Small Cap | 6.32 | 6.32 | 4.73 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Mirae Asset Large Cap Fund - Growth Plan |
---|---|---|---|
Others | 3.52 | 3.52 | 1.07 |
Energy | 5.55 | 5.55 | 5.61 |
Industrials | 9.22 | 9.22 | 7.16 |
Technology | 8.92 | 8.92 | 12.04 |
Financial Services | 34.93 | 34.93 | 31.16 |
Basic Materials | 7.6 | 7.6 | 8.04 |
Consumer Defensive | 5.13 | 5.13 | 10.63 |
Healthcare | 3.45 | 3.45 | 5.01 |
Consumer Cyclical | 14.76 | 14.76 | 11.39 |
Communication Services | 2.36 | 2.36 | 4 |
Utilities | 4.54 | 4.54 | 3.25 |
Real Estate | - | - | 0.63 |
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