PGIM India Large Cap Fund vs Tata Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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PGIM India Large Cap Fund - Growth

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Chart Comparison

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

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)	₹2827 Cr	₹2827 Cr	₹609 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

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	0.86%	0.86%	0.04%
6 Month	5.95%	5.95%	4.41%
1 Year	4.18%	4.18%	3.29%
3 Year	14.37%	14.37%	11.21%
5 Year	16.71%	16.71%	12.23%

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	3.97%	3.97%	2.32%
1 Year	16.49%	16.49%	13.5%
3 Year	13.68%	13.68%	10.91%
5 Year	13.83%	13.83%	10.84%

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	13.41%	13.41%	14.09%
3 Year	14.42%	14.42%	12.19%
5 Year	14.09%	14.09%	12.73%

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%	11.66%
Sharp	0.69%	0.69%	0.41%
Beta	0.97%	0.97%	0.94%
Alpha	0.59%	0.59%	-2.40%

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

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	9.06	9.06	8.12
Large Cap	80.61	80.61	79.59
Mid Cap	4.23	4.23	12.29
Small Cap	6.11	6.11	-

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	2.81	2.81	2.47
Energy	5.59	5.59	8.41
Industrials	9.19	9.19	10.68
Technology	10.91	10.91	9.65
Financial Services	33.58	33.58	31.04
Basic Materials	8.2	8.2	3.94
Consumer Defensive	5.95	5.95	5.87
Healthcare	1.08	1.08	4.94
Consumer Cyclical	15.72	15.72	15.09
Communication Services	2.39	2.39	4.81
Utilities	4.57	4.57	1.75
Real Estate	-	-	1.34