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) | ₹2827 Cr | ₹2827 Cr | ₹17528 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 | -0.4% | -0.4% | -0.77% |
| 6 Month | 4.6% | 4.6% | 2.79% |
| 1 Year | 4.85% | 4.85% | 3.94% |
| 3 Year | 14.24% | 14.24% | 14.82% |
| 5 Year | 16.13% | 16.13% | 14.38% |
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 | 3.97% | 3.97% | 2.25% |
| 1 Year | 16.49% | 16.49% | 12.87% |
| 3 Year | 13.68% | 13.68% | 13.91% |
| 5 Year | 13.83% | 13.83% | 13.57% |
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 | 13.34% | 13.34% | 12.03% |
| 3 Year | 14.41% | 14.41% | 14.49% |
| 5 Year | 14.09% | 14.09% | 13.85% |
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 | 0.69% | 0.69% | 0.78% |
| Beta | 0.97% | 0.97% | 0.9% |
| Alpha | 0.59% | 0.59% | 1.57% |
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 | 8.9 | 8.9 | 5.15 |
| Large Cap | 80.25 | 80.25 | 86.47 |
| Mid Cap | 4.36 | 4.36 | 8.38 |
| Small Cap | 6.5 | 6.5 | - |
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 | 3.32 | 3.32 | 1.66 |
| Energy | 5.82 | 5.82 | 5.86 |
| Industrials | 8.27 | 8.27 | 9.36 |
| Technology | 10.34 | 10.34 | 7.75 |
| Financial Services | 33.75 | 33.75 | 33.77 |
| Basic Materials | 7.97 | 7.97 | 4.51 |
| Consumer Defensive | 5.91 | 5.91 | 8.42 |
| Consumer Cyclical | 16.76 | 16.76 | 13.79 |
| Healthcare | 1.05 | 1.05 | 7.15 |
| Communication Services | 2.42 | 2.42 | 4.96 |
| Utilities | 4.39 | 4.39 | 2.35 |
| Real Estate | - | - | 0.4 |
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