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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) | ₹2408 Cr | ₹2408 Cr | ₹571 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 | 5.98% | 5.98% | 6.58% |
| 6 Month | 4.24% | 4.24% | 6.36% |
| 1 Year | 8.98% | 8.98% | 10.55% |
| 3 Year | 18.23% | 18.23% | 16.53% |
| 5 Year | 23.77% | 23.77% | 19.73% |
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 | 1.28% | 1.28% | 2.54% |
| 1 Year | -3.68% | -3.68% | -0.18% |
| 3 Year | 12.91% | 12.91% | 10.56% |
| 5 Year | 14.54% | 14.54% | 11.31% |
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 | 13.34% | 13.34% | 15.21% |
| 3 Year | 13.25% | 13.25% | 12.15% |
| 5 Year | 13.65% | 13.65% | 12.48% |
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% | 12.538% |
| Sharp | 0.61% | 0.61% | 0.258% |
| Beta | 0.97% | 0.97% | 0.895% |
| Alpha | 0.6% | 0.6% | -2.119% |
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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 | 5.73 | 5.73 | 2.5 |
| Large Cap | 82.46 | 82.46 | 87.61 |
| Small Cap | 4.47 | 4.47 | - |
| Mid Cap | 7.34 | 7.34 | 9.88 |
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 | 5.73 | 5.73 | 1.74 |
| Petroleum Products | 5.25 | 5.25 | - |
| Electrical Equipment | 2 | 2 | - |
| IT - Software | 6.52 | 6.52 | - |
| Retailing | 0.87 | 0.87 | - |
| Personal Products | 1.85 | 1.85 | - |
| Construction | 3.86 | 3.86 | - |
| Ferrous Metals | 3.09 | 3.09 | - |
| Diversified FMCG | 2.03 | 2.03 | - |
| Banks | 28.27 | 28.27 | - |
| Pharmaceuticals & Biotechnology | 6.69 | 6.69 | - |
| Cement & Cement Products | 2.84 | 2.84 | - |
| Automobiles | 5.86 | 5.86 | - |
| Telecom - Services | 2.95 | 2.95 | - |
| Finance | 4.07 | 4.07 | - |
| IT - Services | 0.83 | 0.83 | - |
| Consumer Durables | 2.55 | 2.55 | - |
| Agricultural Food & other Products | 1.73 | 1.73 | - |
| Realty | 0.83 | 0.83 | - |
| Leisure Services | 0.98 | 0.98 | - |
| Transport Services | 0.83 | 0.83 | - |
| Industrial Manufacturing | 0.62 | 0.62 | - |
| Power | 5.4 | 5.4 | - |
| Transport Infrastructure | 1.18 | 1.18 | - |
| Auto Components | 1.07 | 1.07 | - |
| Insurance | 2.1 | 2.1 | - |
| Energy | - | - | 7.63 |
| Technology | - | - | 13.02 |
| Industrials | - | - | 10 |
| Consumer Cyclical | - | - | 12.96 |
| Financial Services | - | - | 30.24 |
| Healthcare | - | - | 7.04 |
| Communication Services | - | - | 5.14 |
| Consumer Defensive | - | - | 6.93 |
| Basic Materials | - | - | 3.07 |
| Utilities | - | - | 1.8 |
| Real Estate | - | - | 0.43 |
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