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Nippon India Large Cap Fund vs Tata Large Cap Fund compare

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Average Very High Very High
Asset Size (Cr) ₹45012 Cr ₹2615 Cr ₹2615 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 08 Aug 2007 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI NIFTY 100 TRI
Turn Over 52% 20.36% 20.36%
Expense Ratio 1.62 2.04 2.04
Manager Ashutosh Bhargava Kapil Malhotra Kapil Malhotra
ISIN Code INF204K01554 INF277K01931 INF277K01931
Exits Load Exit load of 1% if redeemed within 7 days./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 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

Trailing Lumpsum Returns

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -5.26% 4.43% 4.43%
6 Month 4.76% 13.61% 13.61%
1 Year 28.13% -1.37% -1.37%
3 Year 18.29% 15.21% 15.21%
5 Year 19.32% 19.23% 19.23%

SIP Return Analysis

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - 3.42% 3.42%
1 Year 18.7% 9.65% 9.65%
3 Year 24.98% 13.5% 13.5%
5 Year 24.96% 14.1% 14.1%

Rolling Lumpsum Returns

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 12.73% 12.86% 12.86%
3 Year 13.72% 13.29% 13.29%
5 Year 14.17% 13.81% 13.81%

Risk Management

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation 11.88% 12.66% 12.66%
Sharp 0.97% 0.62% 0.62%
Beta 0.92% 0.97% 0.97%
Alpha 5.13% 0.7% 0.7%

Fund Managers

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Ashutosh Bhargava Kapil Malhotra Kapil Malhotra
Total AUM ₹121448 Cr ₹18472 Cr ₹18472 Cr
Funds Managed 12 7 7
Nippon India Large Cap Fund- Growth Plan Bonus Option Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 0.74 6.54 6.54
Large Cap 83.62 81.7 81.7
Mid Cap 8.92 5.44 5.44
Small Cap 6.72 6.32 6.32

Sector Allocation

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 0.74 3.52 3.52
Energy 13.71 5.55 5.55
Capital Goods 6.48 - -
Technology 5.82 8.92 8.92
Construction 3.68 - -
Financial 32.78 - -
Consumer Staples 9.78 - -
Healthcare 2.35 3.45 3.45
Materials 2.11 - -
Services 7.57 - -
Metals & Mining 2.31 - -
Automobile 7.04 - -
Insurance 3.17 - -
Communication 1.02 - -
Diversified 0.38 - -
Chemicals 0.7 - -
Textiles 0.36 - -
Industrials - 9.22 9.22
Financial Services - 34.93 34.93
Basic Materials - 7.6 7.6
Consumer Defensive - 5.13 5.13
Consumer Cyclical - 14.76 14.76
Communication Services - 2.36 2.36
Utilities - 4.54 4.54

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