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) | ₹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 | -0.83% | -0.83% | -1.84% |
| 6 Month | 1.99% | 1.99% | -1.11% |
| 1 Year | 7.61% | 7.61% | 2.82% |
| 3 Year | 14.78% | 14.78% | 14.19% |
| 5 Year | 15.87% | 15.87% | - |
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 | 3.59% | 3.59% | 1.31% |
| 1 Year | 13.56% | 13.56% | 9.71% |
| 3 Year | 13.02% | 13.02% | 11.36% |
| 5 Year | 13.66% | 13.66% | - |
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 | 13.34% | 13.34% | 16.81% |
| 3 Year | 14.41% | 14.41% | 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 | 8.9 | 8.9 | 36.67 |
| Large Cap | 80.25 | 80.25 | 57.6 |
| Mid Cap | 4.36 | 4.36 | - |
| Small Cap | 6.5 | 6.5 | 5.72 |
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 | 3.32 | 3.32 | 34.57 |
| Energy | 5.82 | 5.82 | 14.2 |
| Industrials | 8.27 | 8.27 | 6.73 |
| Technology | 10.34 | 10.34 | 3.1 |
| Financial Services | 33.75 | 33.75 | 16.81 |
| Basic Materials | 7.97 | 7.97 | - |
| Consumer Defensive | 5.91 | 5.91 | 1.05 |
| Consumer Cyclical | 16.76 | 16.76 | 8.19 |
| Healthcare | 1.05 | 1.05 | 6.63 |
| Communication Services | 2.42 | 2.42 | - |
| Utilities | 4.39 | 4.39 | 5.71 |
| Real Estate | - | - | 3.03 |
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