Nippon India Large Cap Fund vs Tata Large Cap Fund compare
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
Chart Comparison
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) | ₹48871 Cr | ₹2790 Cr | ₹2790 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 | - | 1.79% | 1.79% |
| 6 Month | - | 6.42% | 6.42% |
| 1 Year | - | 4.34% | 4.34% |
| 3 Year | - | 14.12% | 14.12% |
| 5 Year | - | 17.15% | 17.15% |
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 | - | 4.48% | 4.48% |
| 1 Year | - | 16.75% | 16.75% |
| 3 Year | - | 13.76% | 13.76% |
| 5 Year | - | 13.96% | 13.96% |
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 | - | 13.41% | 13.41% |
| 3 Year | - | 14.42% | 14.42% |
| 5 Year | - | 14.09% | 14.09% |
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 | 11.56% | 12.66% | 12.66% |
| Sharp | 0.97% | 0.69% | 0.69% |
| Beta | 0.92% | 0.97% | 0.97% |
| Alpha | 4.12% | 0.59% | 0.59% |
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 | 9.06 | 9.06 |
| Large Cap | 83.62 | 80.61 | 80.61 |
| Mid Cap | 8.92 | 4.23 | 4.23 |
| Small Cap | 6.72 | 6.11 | 6.11 |
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 | 2.81 | 2.81 |
| Energy | 13.71 | 5.59 | 5.59 |
| Capital Goods | 6.48 | - | - |
| Technology | 5.82 | 10.91 | 10.91 |
| Construction | 3.68 | - | - |
| Financial | 32.78 | - | - |
| Consumer Staples | 9.78 | - | - |
| Healthcare | 2.35 | 1.08 | 1.08 |
| 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 | - | 9.19 | 9.19 |
| Financial Services | - | 33.58 | 33.58 |
| Basic Materials | - | 8.2 | 8.2 |
| Consumer Defensive | - | 5.95 | 5.95 |
| Consumer Cyclical | - | 15.72 | 15.72 |
| Communication Services | - | 2.39 | 2.39 |
| Utilities | - | 4.57 | 4.57 |
Top Comparisons
HDFC Infrastructure Fund - Growth Plan
3Y Returns24.2%
Invesco India Infrastructure Fund - Growth Option
3Y Returns21.59%
HSBC Liquid Fund - Regular Growth
3Y Returns6.97%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.98%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns20.46%
UTI Mid Cap Fund-Growth Option
3Y Returns15.69%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns16.38%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.63%