Quant Large Cap Fund Regular vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Quant Large Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2684 Cr | ₹2684 Cr | ₹2521 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 | 08 Aug 2022 |
| 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% | % |
| Expense Ratio | 2.04 | 2.04 | 1.93 |
| Manager | Kapil Malhotra | Kapil Malhotra | Sanjeev Sharma |
| ISIN Code | INF277K01931 | INF277K01931 | INF966L01AW4 |
| 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 | Quant Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 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 | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 5.07% | 5.07% | 5.05% |
| 6 Month | 8.16% | 8.16% | 10.37% |
| 1 Year | 6.04% | 6.04% | 2.14% |
| 3 Year | 15.78% | 15.78% | 15.79% |
| 5 Year | 19.95% | 19.95% | - |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | 3.7% | 3.7% | 3.87% |
| 1 Year | 14.22% | 14.22% | 14.59% |
| 3 Year | 14.37% | 14.37% | 14.49% |
| 5 Year | 14.57% | 14.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 12.75% | 12.75% | 16.81% |
| 3 Year | 13.37% | 13.37% | 13.45% |
| 5 Year | 13.84% | 13.84% | - |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | - |
| Sharp | 0.77% | 0.77% | - |
| Beta | 0.97% | 0.97% | - |
| Alpha | 0.94% | 0.94% | - |
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Sanjeev Sharma |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹39731 Cr |
| Funds Managed | 7 | 7 | 22 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Quant Large Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 7.48 | 7.48 | 25.49 |
| Large Cap | 80.67 | 80.67 | 64.33 |
| Mid Cap | 5.7 | 5.7 | 2.1 |
| Small Cap | 6.15 | 6.15 | 8.07 |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Quant Large Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.34 | 2.34 | 21.72 |
| Energy | 5.34 | 5.34 | 15.21 |
| Industrials | 9.03 | 9.03 | 7.79 |
| Technology | 9.2 | 9.2 | 5.02 |
| Financial Services | 33.59 | 33.59 | 21.44 |
| Basic Materials | 9.42 | 9.42 | - |
| Consumer Defensive | 5.44 | 5.44 | 3.62 |
| Healthcare | 2.62 | 2.62 | 6.95 |
| Consumer Cyclical | 16.21 | 16.21 | 6.84 |
| Communication Services | 2.27 | 2.27 | - |
| Utilities | 4.54 | 4.54 | 6.21 |
| Real Estate | - | - | 5.21 |
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