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) | ₹2615 Cr | ₹2615 Cr | ₹16282 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 | 3.99% | 3.99% | 2.16% |
6 Month | 12.22% | 12.22% | 12.68% |
1 Year | -2.19% | -2.19% | 0.06% |
3 Year | 14.12% | 14.12% | 14.69% |
5 Year | 19.27% | 19.27% | 18.06% |
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 | 3.42% | 3.42% | 2.84% |
1 Year | 9.65% | 9.65% | 9.84% |
3 Year | 13.5% | 13.5% | 14.88% |
5 Year | 14.1% | 14.1% | 14.27% |
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 | 12.86% | 12.86% | 12.29% |
3 Year | 13.29% | 13.29% | 14.39% |
5 Year | 13.81% | 13.81% | 13.76% |
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 | 0.62% | 0.62% | 0.73% |
Beta | 0.97% | 0.97% | 0.89% |
Alpha | 0.7% | 0.7% | 1.89% |
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 | 6.54 | 6.54 | 6.37 |
Large Cap | 81.7 | 81.7 | 84.74 |
Mid Cap | 5.44 | 5.44 | 8.89 |
Small Cap | 6.32 | 6.32 | - |
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 | 3.52 | 3.52 | 3.33 |
Energy | 5.55 | 5.55 | 5.41 |
Industrials | 9.22 | 9.22 | 8.9 |
Technology | 8.92 | 8.92 | 8.19 |
Financial Services | 34.93 | 34.93 | 32.13 |
Basic Materials | 7.6 | 7.6 | 4.63 |
Consumer Defensive | 5.13 | 5.13 | 7.73 |
Healthcare | 3.45 | 3.45 | 7.29 |
Consumer Cyclical | 14.76 | 14.76 | 14.64 |
Communication Services | 2.36 | 2.36 | 4.36 |
Utilities | 4.54 | 4.54 | 2.96 |
Real Estate | - | - | 0.43 |
Top Comparisons
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns27.54%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns27.44%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.61%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.31%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns18.61%