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) | ₹2615 Cr | ₹2615 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 | 4.72% | 4.72% | 2.56% |
6 Month | 13.28% | 13.28% | 15.13% |
1 Year | -1.18% | -1.18% | -6.63% |
3 Year | 15.3% | 15.3% | 13.5% |
5 Year | 19.47% | 19.47% | - |
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 | 3.42% | 3.42% | 3.21% |
1 Year | 9.65% | 9.65% | 7.52% |
3 Year | 13.5% | 13.5% | 13.01% |
5 Year | 14.1% | 14.1% | - |
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 | 12.86% | 12.86% | 22.15% |
3 Year | 13.29% | 13.29% | - |
5 Year | 13.81% | 13.81% | - |
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 | 0.62% | 0.62% | - |
Beta | 0.97% | 0.97% | - |
Alpha | 0.7% | 0.7% | - |
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 | 7.39 | 7.39 | 22.78 |
Large Cap | 80.8 | 80.8 | 65.52 |
Mid Cap | 5.54 | 5.54 | 2.62 |
Small Cap | 6.27 | 6.27 | 9.08 |
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 | 2.4 | 2.4 | 21.16 |
Energy | 5.45 | 5.45 | 14.8 |
Industrials | 9.07 | 9.07 | 7.79 |
Technology | 9.87 | 9.87 | 6.14 |
Financial Services | 33.42 | 33.42 | 17.52 |
Basic Materials | 8.43 | 8.43 | - |
Consumer Defensive | 5.28 | 5.28 | 4.85 |
Healthcare | 3.33 | 3.33 | 7.78 |
Consumer Cyclical | 16.03 | 16.03 | 7.74 |
Communication Services | 2.35 | 2.35 | - |
Utilities | 4.38 | 4.38 | 6.66 |
Real Estate | - | - | 5.57 |
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