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PGIM India 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
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2684 Cr | ₹2684 Cr | ₹593 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 07 May 1998 | 07 May 1998 | 30 Jan 2003 |
| 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% | 34% |
| Expense Ratio | 2.04 | 2.04 | 2.38 |
| Manager | Kapil Malhotra | Kapil Malhotra | Bhupesh Kalyani |
| ISIN Code | INF277K01931 | INF277K01931 | INF663L01GW4 |
| 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 | PGIM India Large Cap Fund - Growth charges 0.5% 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 | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| 1 Month | 2.24% | 2.24% | 2.39% |
| 6 Month | 6.91% | 6.91% | 5.07% |
| 1 Year | 5.94% | 5.94% | 7.56% |
| 3 Year | 14.78% | 14.78% | 11.84% |
| 5 Year | 18.99% | 18.99% | 14.76% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| 6 Month | 4.4% | 4.4% | 3.16% |
| 1 Year | 14.52% | 14.52% | 12.53% |
| 3 Year | 13.78% | 13.78% | 11.24% |
| 5 Year | 14.1% | 14.1% | 11.12% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| 1 Year | 12.75% | 12.75% | 14.43% |
| 3 Year | 13.37% | 13.37% | 12.17% |
| 5 Year | 13.84% | 13.84% | 12.64% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 11.77% |
| Sharp | 0.77% | 0.77% | 0.47% |
| Beta | 0.97% | 0.97% | 0.94% |
| Alpha | 0.94% | 0.94% | -2.30% |
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Bhupesh Kalyani |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹2742 Cr |
| Funds Managed | 7 | 7 | 13 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | PGIM India Large Cap Fund - Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| Others | 2.33 | 2.33 | 6.71 |
| Large Cap | 83.92 | 83.92 | 81.25 |
| Mid Cap | 5.81 | 5.81 | 12.04 |
| Small Cap | 7.94 | 7.94 | - |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
PGIM India Large Cap Fund - Growth |
|---|---|---|---|
| Others | 2.33 | 2.33 | 3.68 |
| Petroleum Products | 5.34 | 5.34 | - |
| Electrical Equipment | 2.41 | 2.41 | - |
| IT - Software | 8.35 | 8.35 | - |
| Construction | 3.69 | 3.69 | - |
| Finance | 4.74 | 4.74 | - |
| Ferrous Metals | 4.37 | 4.37 | - |
| Diversified FMCG | 2.95 | 2.95 | - |
| Non - Ferrous Metals | 0.85 | 0.85 | - |
| Banks | 26.75 | 26.75 | - |
| Pharmaceuticals & Biotechnology | 2.62 | 2.62 | - |
| Cement & Cement Products | 4.2 | 4.2 | - |
| Automobiles | 10.87 | 10.87 | - |
| IT - Services | 0.85 | 0.85 | - |
| Consumer Durables | 1.86 | 1.86 | - |
| Food Products | 0.44 | 0.44 | - |
| Leisure Services | 1.16 | 1.16 | - |
| Telecom - Services | 2.27 | 2.27 | - |
| Auto Components | 3.36 | 3.36 | - |
| Industrial Manufacturing | 0.61 | 0.61 | - |
| Power | 4.54 | 4.54 | - |
| Transport Infrastructure | 1.28 | 1.28 | - |
| Insurance | 2.11 | 2.11 | - |
| Beverages | 2.05 | 2.05 | - |
| Energy | - | - | 7.93 |
| Technology | - | - | 8.84 |
| Industrials | - | - | 10.7 |
| Consumer Cyclical | - | - | 16.13 |
| Financial Services | - | - | 30.3 |
| Healthcare | - | - | 5.3 |
| Consumer Defensive | - | - | 6.11 |
| Basic Materials | - | - | 3.48 |
| Communication Services | - | - | 4.52 |
| Utilities | - | - | 1.82 |
| Real Estate | - | - | 1.19 |
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