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) | ₹2615 Cr | ₹2615 Cr | ₹6399 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 | 4.72% | 4.72% | 2.59% |
6 Month | 13.28% | 13.28% | 11.32% |
1 Year | -1.18% | -1.18% | 1.2% |
3 Year | 15.3% | 15.3% | 18.07% |
5 Year | 19.47% | 19.47% | 18.87% |
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 | 3.42% | 3.42% | 2.08% |
1 Year | 9.65% | 9.65% | 9.14% |
3 Year | 13.5% | 13.5% | 17.09% |
5 Year | 14.1% | 14.1% | 15.98% |
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 | 12.86% | 12.86% | 15.15% |
3 Year | 13.29% | 13.29% | 13.29% |
5 Year | 13.81% | 13.81% | 12.41% |
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 | 0.62% | 0.62% | 0.91% |
Beta | 0.97% | 0.97% | 0.85% |
Alpha | 0.7% | 0.7% | 4.24% |
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 | 7.39 | 7.39 | 14.17 |
Large Cap | 80.8 | 80.8 | 77.39 |
Mid Cap | 5.54 | 5.54 | 3.69 |
Small Cap | 6.27 | 6.27 | 4.75 |
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 | 2.4 | 2.4 | 10.4 |
Energy | 5.45 | 5.45 | 3.92 |
Industrials | 9.07 | 9.07 | 0.86 |
Technology | 9.87 | 9.87 | 6.9 |
Financial Services | 33.42 | 33.42 | 43.01 |
Basic Materials | 8.43 | 8.43 | 1.23 |
Consumer Defensive | 5.28 | 5.28 | 5.2 |
Healthcare | 3.33 | 3.33 | 9.79 |
Consumer Cyclical | 16.03 | 16.03 | 10.05 |
Communication Services | 2.35 | 2.35 | 1.55 |
Utilities | 4.38 | 4.38 | 7.09 |
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