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) | ₹2827 Cr | ₹2827 Cr | ₹7187 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 | -1.47% | -1.47% | -1.68% |
| 6 Month | 2.68% | 2.68% | 0.85% |
| 1 Year | 9.61% | 9.61% | 8.42% |
| 3 Year | 14.95% | 14.95% | 17.71% |
| 5 Year | 14.42% | 14.42% | 13.51% |
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 | 1.97% | 1.97% | 0.92% |
| 1 Year | 10.16% | 10.16% | 6.86% |
| 3 Year | 11.48% | 11.48% | 13.55% |
| 5 Year | 12.58% | 12.58% | 14.17% |
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 | 13.28% | 13.28% | 14.72% |
| 3 Year | 14.44% | 14.44% | 13.5% |
| 5 Year | 14.1% | 14.1% | 12.53% |
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 | 0.79% | 0.79% | 1.09% |
| Beta | 0.97% | 0.97% | 0.85% |
| Alpha | 0.61% | 0.61% | 4.08% |
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 | 8.9 | 8.9 | 12.76 |
| Large Cap | 80.25 | 80.25 | 77.93 |
| Mid Cap | 4.36 | 4.36 | 5.02 |
| Small Cap | 6.5 | 6.5 | 4.3 |
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 | 3.32 | 3.32 | 9.38 |
| Energy | 5.82 | 5.82 | 4.36 |
| Industrials | 8.27 | 8.27 | 0.74 |
| Technology | 10.34 | 10.34 | 8.49 |
| Financial Services | 33.75 | 33.75 | 42.24 |
| Basic Materials | 7.97 | 7.97 | 1.13 |
| Consumer Defensive | 5.91 | 5.91 | 5.67 |
| Consumer Cyclical | 16.76 | 16.76 | 10.51 |
| Healthcare | 1.05 | 1.05 | 9.25 |
| Communication Services | 2.42 | 2.42 | 1.63 |
| Utilities | 4.39 | 4.39 | 6.6 |
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