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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 | 3.43% | 3.43% | 3.06% |
| 6 Month | 7.35% | 7.35% | 5.55% |
| 1 Year | 5.58% | 5.58% | 6.78% |
| 3 Year | 15.05% | 15.05% | 11.99% |
| 5 Year | 19.8% | 19.8% | 15.19% |
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 | 1.04% | 1.04% | -0.02% |
| 1 Year | 7.77% | 7.77% | 6.3% |
| 3 Year | 11.51% | 11.51% | 9.05% |
| 5 Year | 12.85% | 12.85% | 9.92% |
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% | 11.95% |
| Sharp | 0.77% | 0.77% | 0.51% |
| Beta | 0.97% | 0.97% | 0.95% |
| Alpha | 0.94% | 0.94% | -1.89% |
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 | 7.48 | 7.48 | 6.71 |
| Large Cap | 80.67 | 80.67 | 81.25 |
| Mid Cap | 5.7 | 5.7 | 12.04 |
| Small Cap | 6.15 | 6.15 | - |
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 | 2.34 | 2.34 | 3.68 |
| Energy | 5.34 | 5.34 | 7.93 |
| Industrials | 9.03 | 9.03 | 10.7 |
| Technology | 9.2 | 9.2 | 8.84 |
| Financial Services | 33.59 | 33.59 | 30.3 |
| Basic Materials | 9.42 | 9.42 | 3.48 |
| Consumer Defensive | 5.44 | 5.44 | 6.11 |
| Healthcare | 2.62 | 2.62 | 5.3 |
| Consumer Cyclical | 16.21 | 16.21 | 16.13 |
| Communication Services | 2.27 | 2.27 | 4.52 |
| Utilities | 4.54 | 4.54 | 1.82 |
| Real Estate | - | - | 1.19 |
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