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Quant Large Cap Fund Regular vs Tata Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Quant Large Cap Fund Regular - 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 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) ₹2827 Cr ₹2827 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 0.13% 0.13% -1.69%
6 Month 4.38% 4.38% 2.01%
1 Year 3.34% 3.34% -0.36%
3 Year 14.43% 14.43% 13.99%
5 Year 16.36% 16.36% -

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 3.97% 3.97% 1.86%
1 Year 16.49% 16.49% 13.25%
3 Year 13.68% 13.68% 12.28%
5 Year 13.83% 13.83% -

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 13.41% 13.41% 16.81%
3 Year 14.42% 14.42% 13.45%
5 Year 14.09% 14.09% -

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 0.69% 0.69% -
Beta 0.97% 0.97% -
Alpha 0.59% 0.59% -

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 9.06 9.06 27
Large Cap 80.61 80.61 64.69
Mid Cap 4.23 4.23 0
Small Cap 6.11 6.11 8.32

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 2.81 2.81 24.68
Energy 5.59 5.59 15
Industrials 9.19 9.19 6.88
Technology 10.91 10.91 1.66
Financial Services 33.58 33.58 22.58
Basic Materials 8.2 8.2 -
Consumer Defensive 5.95 5.95 3.45
Healthcare 1.08 1.08 4.85
Consumer Cyclical 15.72 15.72 6.65
Communication Services 2.39 2.39 -
Utilities 4.57 4.57 9.05
Real Estate - - 5.21

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