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) | ₹2790 Cr | ₹2790 Cr | ₹41088 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹99 |
| 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 | 0.41% | 0.41% | 0.37% |
| 6 Month | 2.69% | 2.69% | 2.89% |
| 1 Year | 3.05% | 3.05% | 3.64% |
| 3 Year | 13.78% | 13.78% | 12.23% |
| 5 Year | 16.53% | 16.53% | 14.08% |
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 | 4.48% | 4.48% | 4.28% |
| 1 Year | 16.75% | 16.75% | 17.83% |
| 3 Year | 13.76% | 13.76% | 13.68% |
| 5 Year | 13.96% | 13.96% | 12.84% |
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 | 13.41% | 13.41% | 13.01% |
| 3 Year | 14.42% | 14.42% | 15.11% |
| 5 Year | 14.09% | 14.09% | 16.09% |
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% | 11.33% |
| Sharp | 0.69% | 0.69% | 0.53% |
| Beta | 0.97% | 0.97% | 0.92% |
| Alpha | 0.59% | 0.59% | -1.04% |
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 | 9.06 | 9.06 | 3.24 |
| Large Cap | 80.61 | 80.61 | 84.76 |
| Mid Cap | 4.23 | 4.23 | 7.74 |
| Small Cap | 6.11 | 6.11 | 4.25 |
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 | 2.81 | 2.81 | 0.56 |
| Energy | 5.59 | 5.59 | 5.84 |
| Industrials | 9.19 | 9.19 | 8.07 |
| Technology | 10.91 | 10.91 | 10.72 |
| Financial Services | 33.58 | 33.58 | 31.54 |
| Basic Materials | 8.2 | 8.2 | 6.02 |
| Consumer Defensive | 5.95 | 5.95 | 9.92 |
| Healthcare | 1.08 | 1.08 | 4.94 |
| Consumer Cyclical | 15.72 | 15.72 | 13.69 |
| Communication Services | 2.39 | 2.39 | 4.69 |
| Utilities | 4.57 | 4.57 | 3.14 |
| Real Estate | - | - | 0.85 |
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