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) | ₹30235 Cr | ₹2631 Cr | ₹2631 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 | 1.66% | 3.18% | 3.18% |
6 Month | 12.86% | 11.36% | 11.36% |
1 Year | 0.25% | -1.37% | -1.37% |
3 Year | 14.58% | 14.17% | 14.17% |
5 Year | 19.45% | 19.15% | 19.15% |
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 | 3.14% | 3.42% | 3.42% |
1 Year | 10.63% | 9.65% | 9.65% |
3 Year | 14.75% | 13.5% | 13.5% |
5 Year | 14.78% | 14.1% | 14.1% |
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 | 17.99% | 12.86% | 12.86% |
3 Year | 15.49% | 13.29% | 13.29% |
5 Year | 15.13% | 13.81% | 13.81% |
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 | 0.71% | 0.62% | 0.62% |
Beta | 0.94% | 0.97% | 0.97% |
Alpha | 1.67% | 0.7% | 0.7% |
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 | 7.15 | 6.54 | 6.54 |
Large Cap | 81.14 | 81.7 | 81.7 |
Mid Cap | 3.75 | 5.44 | 5.44 |
Small Cap | 7.96 | 6.32 | 6.32 |
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 | 4.23 | 3.52 | 3.52 |
Communication Services | 4.45 | 2.36 | 2.36 |
Energy | 5.82 | 5.55 | 5.55 |
Industrials | 9.8 | 9.22 | 9.22 |
Technology | 8.07 | 8.92 | 8.92 |
Consumer Cyclical | 11.56 | 14.76 | 14.76 |
Basic Materials | 4.96 | 7.6 | 7.6 |
Consumer Defensive | 7.1 | 5.13 | 5.13 |
Financial Services | 34.3 | 34.93 | 34.93 |
Healthcare | 5.91 | 3.45 | 3.45 |
Utilities | 2.43 | 4.54 | 4.54 |
Real Estate | 1.36 | - | - |
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