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) | ₹2702 Cr | ₹2702 Cr | ₹620 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 | -2.99% | -2.99% | -2.08% |
6 Month | 4.29% | 4.29% | 6.38% |
1 Year | -4.18% | -4.18% | -0.13% |
3 Year | 14.96% | 14.96% | 13.1% |
5 Year | 19.36% | 19.36% | 15.86% |
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 | 2.97% | 2.97% | 3.82% |
1 Year | 3.33% | 3.33% | 5.55% |
3 Year | 13.73% | 13.73% | 11.57% |
5 Year | 14.81% | 14.81% | 11.81% |
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 | 12.86% | 12.86% | 14.66% |
3 Year | 13.29% | 13.29% | 12.17% |
5 Year | 13.81% | 13.81% | 12.58% |
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% | 12.59% |
Sharp | 1.02% | 1.02% | 0.78% |
Beta | 0.96% | 0.96% | 0.93% |
Alpha | 0.61% | 0.61% | -2.13% |
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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 | 7.34 | 7.34 | 5.84 |
Large Cap | 81.56 | 81.56 | 81.32 |
Mid Cap | 5.72 | 5.72 | 12.84 |
Small Cap | 5.38 | 5.38 | - |
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 | 4.22 | 4.22 | 2.32 |
Energy | 5.83 | 5.83 | 8.34 |
Industrials | 9.34 | 9.34 | 9.99 |
Technology | 6.82 | 6.82 | 10.15 |
Financial Services | 35.42 | 35.42 | 31.43 |
Basic Materials | 7.34 | 7.34 | 4.19 |
Consumer Defensive | 4.87 | 4.87 | 6.03 |
Healthcare | 4.29 | 4.29 | 6.4 |
Consumer Cyclical | 14.61 | 14.61 | 13.56 |
Communication Services | 2.42 | 2.42 | 4.62 |
Real Estate | 0 | 0 | 1.25 |
Utilities | 4.84 | 4.84 | 1.71 |
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