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 | 0.13% | 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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