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Sundaram Large Cap Fund Regular Plan vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2684 Cr | ₹2684 Cr | ₹3280 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 07 May 1998 | 07 May 1998 | 01 Oct 2020 |
| 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% | 23% |
| Expense Ratio | 2.04 | 2.04 | 1.93 |
| Manager | Kapil Malhotra | Kapil Malhotra | Sudhir Kedia |
| ISIN Code | INF277K01931 | INF277K01931 | INF903JA1IZ3 |
| 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 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.01% | 1.01% | 0.76% |
| 6 Month | 8.17% | 8.17% | 5.24% |
| 1 Year | 4.88% | 4.88% | 2.64% |
| 3 Year | 14.81% | 14.81% | 11.83% |
| 5 Year | 17.75% | 17.75% | 15.1% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.83% | 2.83% | 1.22% |
| 1 Year | 12.41% | 12.41% | 7.46% |
| 3 Year | 12.91% | 12.91% | 9.75% |
| 5 Year | 13.51% | 13.51% | 11.02% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.51% | 13.51% | 11.89% |
| 3 Year | 14.41% | 14.41% | 14.39% |
| 5 Year | 14.07% | 14.07% | 16.3% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 11.22% |
| Sharp | 0.75% | 0.75% | 0.47% |
| Beta | 0.97% | 0.97% | 0.90% |
| Alpha | 0.72% | 0.72% | -2.26% |
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Sudhir Kedia |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹10423 Cr |
| Funds Managed | 7 | 7 | 8 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 7.48 | 7.48 | 8.97 |
| Large Cap | 80.67 | 80.67 | 81.71 |
| Mid Cap | 5.7 | 5.7 | 7.07 |
| Small Cap | 6.15 | 6.15 | 2.26 |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 2.34 | 2.34 | 8.03 |
| Energy | 5.34 | 5.34 | 9.48 |
| Industrials | 9.03 | 9.03 | 6.63 |
| Technology | 9.2 | 9.2 | 8.45 |
| Financial Services | 33.59 | 33.59 | 31.99 |
| Basic Materials | 9.42 | 9.42 | 4.48 |
| Consumer Defensive | 5.44 | 5.44 | 6.24 |
| Healthcare | 2.62 | 2.62 | 5.14 |
| Consumer Cyclical | 16.21 | 16.21 | 10.99 |
| Communication Services | 2.27 | 2.27 | 6.53 |
| Utilities | 4.54 | 4.54 | 2.04 |
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