Tata Large Cap Fund vs Aditya Birla Sun Life Frontline Equity Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹29867 Cr | ₹2684 Cr | ₹2684 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 30 Aug 2002 | 07 May 1998 | 07 May 1998 |
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 | 45% | 20.36% | 20.36% |
Expense Ratio | 1.65 | 2.04 | 2.04 |
Manager | Dhaval Joshi | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF209K01BR9 | INF277K01931 | INF277K01931 |
Exits Load | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 0.3% | 0.75% | 0.75% |
6 Month | 11.03% | 10.89% | 10.89% |
1 Year | 0.32% | 0.1% | 0.1% |
3 Year | 16.66% | 16.47% | 16.47% |
5 Year | 18.89% | 18.77% | 18.77% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 1.4% | 2.53% | 2.53% |
1 Year | 11.04% | 11.54% | 11.54% |
3 Year | 14.11% | 13.25% | 13.25% |
5 Year | 14.32% | 13.86% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 17.8% | 12.75% | 12.75% |
3 Year | 15.45% | 13.37% | 13.37% |
5 Year | 15.17% | 13.84% | 13.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 11.64% | 12.66% | 12.66% |
Sharp | 0.79% | 0.77% | 0.77% |
Beta | 0.94% | 0.97% | 0.97% |
Alpha | 1.23% | 0.94% | 0.94% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Dhaval Joshi | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹361932 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 55 | 7 | 7 |
Aditya Birla Sun Life Large Cap Fund-Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 7.51 | 7.39 | 7.39 |
Large Cap | 81.26 | 80.8 | 80.8 |
Mid Cap | 3.73 | 5.54 | 5.54 |
Small Cap | 7.5 | 6.27 | 6.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 4.78 | 2.4 | 2.4 |
Communication Services | 4.58 | 2.35 | 2.35 |
Energy | 5.28 | 5.45 | 5.45 |
Industrials | 9.99 | 9.07 | 9.07 |
Technology | 8.19 | 9.87 | 9.87 |
Consumer Cyclical | 12.53 | 16.03 | 16.03 |
Basic Materials | 4.95 | 8.43 | 8.43 |
Consumer Defensive | 7.41 | 5.28 | 5.28 |
Financial Services | 32.97 | 33.42 | 33.42 |
Healthcare | 5.6 | 3.33 | 3.33 |
Utilities | 2.43 | 4.38 | 4.38 |
Real Estate | 1.29 | - | - |
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