Tata Large Cap Fund vs DSP Top 100 Equity Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
DSP Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Average |
Asset Size (Cr) | ₹2702 Cr | ₹2702 Cr | ₹6323 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 | 10 Mar 2003 |
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% | 42% |
Expense Ratio | 2.04 | 2.04 | 1.88 |
Manager | Kapil Malhotra | Kapil Malhotra | Jay Kothari |
ISIN Code | INF277K01931 | INF277K01931 | INF740K01243 |
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 | DSP Top 100 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 | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -2.6% | -2.6% | -1.66% |
6 Month | 5.74% | 5.74% | 7.73% |
1 Year | -3.44% | -3.44% | 2.58% |
3 Year | 15.12% | 15.12% | 18.77% |
5 Year | 19.4% | 19.4% | 19.14% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 2.97% | 2.97% | 3.29% |
1 Year | 3.33% | 3.33% | 7.14% |
3 Year | 13.73% | 13.73% | 18.6% |
5 Year | 14.81% | 14.81% | 17.2% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 12.99% | 12.99% | 15.32% |
3 Year | 13.25% | 13.25% | 13.13% |
5 Year | 13.75% | 13.75% | 12.34% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 12.37% |
Sharp | 1.02% | 1.02% | 1.34% |
Beta | 0.96% | 0.96% | 0.86% |
Alpha | 0.61% | 0.61% | 4.98% |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Jay Kothari |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹0 Cr |
Funds Managed | 7 | 7 | 20 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | DSP Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 7.34 | 7.34 | 16.09 |
Large Cap | 81.56 | 81.56 | 75.78 |
Mid Cap | 5.72 | 5.72 | 3.72 |
Small Cap | 5.38 | 5.38 | 4.41 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 4.22 | 4.22 | 12.02 |
Energy | 5.83 | 5.83 | 3.71 |
Industrials | 9.34 | 9.34 | 0.96 |
Technology | 6.82 | 6.82 | 5.97 |
Financial Services | 35.42 | 35.42 | 43.32 |
Basic Materials | 7.34 | 7.34 | 1.31 |
Consumer Defensive | 4.87 | 4.87 | 4.63 |
Healthcare | 4.29 | 4.29 | 7.46 |
Consumer Cyclical | 14.61 | 14.61 | 13.11 |
Communication Services | 2.42 | 2.42 | 1.47 |
Real Estate | 0 | 0 | - |
Utilities | 4.84 | 4.84 | 6.05 |
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