Tata Large Cap Fund vs Canara Robeco Blue Chip Equity Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Average |
| Asset Size (Cr) | ₹2684 Cr | ₹2684 Cr | ₹16515 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 | 20 Aug 2010 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | BSE 100 TRI |
| Turn Over | 20.36% | 20.36% | 33% |
| Expense Ratio | 2.04 | 2.04 | 1.65 |
| Manager | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar |
| ISIN Code | INF277K01931 | INF277K01931 | INF760K01AR3 |
| 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 | Canara Robeco Bluechip Equity 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 | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 3.43% | 3.43% | 3.15% |
| 6 Month | 7.35% | 7.35% | 5.86% |
| 1 Year | 5.58% | 5.58% | 6.59% |
| 3 Year | 15.05% | 15.05% | 15.09% |
| 5 Year | 19.8% | 19.8% | 18.04% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.7% | 3.7% | 2.59% |
| 1 Year | 14.22% | 14.22% | 12.75% |
| 3 Year | 14.37% | 14.37% | 15.29% |
| 5 Year | 14.57% | 14.57% | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.75% | 12.75% | 12.18% |
| 3 Year | 13.37% | 13.37% | 14.43% |
| 5 Year | 13.84% | 13.84% | 13.79% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 11.41% |
| Sharp | 0.77% | 0.77% | 0.83% |
| Beta | 0.97% | 0.97% | 0.89% |
| Alpha | 0.94% | 0.94% | 1.55% |
Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹69491 Cr |
| Funds Managed | 7 | 7 | 12 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 7.48 | 7.48 | 6.4 |
| Large Cap | 80.67 | 80.67 | 85.03 |
| Mid Cap | 5.7 | 5.7 | 8.57 |
| Small Cap | 6.15 | 6.15 | - |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.34 | 2.34 | 2.97 |
| Energy | 5.34 | 5.34 | 5.36 |
| Industrials | 9.03 | 9.03 | 9.48 |
| Technology | 9.2 | 9.2 | 7.54 |
| Financial Services | 33.59 | 33.59 | 33.27 |
| Basic Materials | 9.42 | 9.42 | 4.56 |
| Consumer Defensive | 5.44 | 5.44 | 7.58 |
| Healthcare | 2.62 | 2.62 | 7.02 |
| Consumer Cyclical | 16.21 | 16.21 | 14.5 |
| Communication Services | 2.27 | 2.27 | 4.46 |
| Utilities | 4.54 | 4.54 | 2.84 |
| Real Estate | - | - | 0.41 |
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