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) | ₹2684 Cr | ₹2684 Cr | ₹6621 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 | 2.91% | 2.91% | 2% |
| 6 Month | 7.61% | 7.61% | 4.15% |
| 1 Year | 5.61% | 5.61% | 5.1% |
| 3 Year | 15.06% | 15.06% | 17.26% |
| 5 Year | 19.38% | 19.38% | 18.18% |
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 | 4.4% | 4.4% | 2.56% |
| 1 Year | 14.52% | 14.52% | 10.73% |
| 3 Year | 13.78% | 13.78% | 16.16% |
| 5 Year | 14.1% | 14.1% | 15.51% |
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 | 12.75% | 12.75% | 15.03% |
| 3 Year | 13.37% | 13.37% | 13.35% |
| 5 Year | 13.84% | 13.84% | 12.46% |
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 | 0.77% | 0.77% | 1.02% |
| Beta | 0.97% | 0.97% | 0.86% |
| Alpha | 0.94% | 0.94% | 3.93% |
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 | 2.33 | 2.33 | - |
| Large Cap | 83.92 | 83.92 | 90.92 |
| Mid Cap | 5.81 | 5.81 | 3.02 |
| Small Cap | 7.94 | 7.94 | 6.06 |
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 | 2.33 | 2.33 | 9.41 |
| Petroleum Products | 5.34 | 5.34 | - |
| Electrical Equipment | 2.41 | 2.41 | - |
| IT - Software | 8.35 | 8.35 | 7.44 |
| Construction | 3.69 | 3.69 | - |
| Finance | 4.74 | 4.74 | 4.59 |
| Ferrous Metals | 4.37 | 4.37 | - |
| Diversified FMCG | 2.95 | 2.95 | 5.9 |
| Non - Ferrous Metals | 0.85 | 0.85 | - |
| Banks | 26.75 | 26.75 | 29.56 |
| Pharmaceuticals & Biotechnology | 2.62 | 2.62 | 8.35 |
| Cement & Cement Products | 4.2 | 4.2 | - |
| Automobiles | 10.87 | 10.87 | 6.96 |
| IT - Services | 0.85 | 0.85 | 0.82 |
| Consumer Durables | 1.86 | 1.86 | - |
| Food Products | 0.44 | 0.44 | - |
| Leisure Services | 1.16 | 1.16 | - |
| Telecom - Services | 2.27 | 2.27 | 1.52 |
| Auto Components | 3.36 | 3.36 | 3.58 |
| Industrial Manufacturing | 0.61 | 0.61 | - |
| Power | 4.54 | 4.54 | 4.93 |
| Transport Infrastructure | 1.28 | 1.28 | - |
| Insurance | 2.11 | 2.11 | 7.9 |
| Beverages | 2.05 | 2.05 | - |
| Chemicals & Petrochemicals | - | - | 1.04 |
| Gas | - | - | 3.54 |
| Oil | - | - | 3.05 |
| Healthcare Services | - | - | 1.41 |
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