Tata Large Cap Fund vs Edelweiss Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Fund	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹2408 Cr	₹2408 Cr	₹1108 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 May 2009
Category	Large Cap	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	20.36%	20.36%	79%
Expense Ratio	2.04	2.04	2.16
Manager	Kapil Malhotra	Kapil Malhotra	Bhavesh Jain
ISIN Code	INF277K01931	INF277K01931	INF754K01046
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	Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month	1.2%	1.2%	1.17%
6 Month	-1.67%	-1.67%	-1.37%
1 Year	2.35%	2.35%	3.72%
3 Year	18.56%	18.56%	19.41%
5 Year	21.74%	21.74%	21.05%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month	6.78%	6.78%	7.03%
1 Year	5.82%	5.82%	6.33%
3 Year	15.3%	15.3%	15.81%
5 Year	15.83%	15.83%	15.88%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year	12.99%	12.99%	13.06%
3 Year	13.25%	13.25%	13.38%
5 Year	13.75%	13.75%	14.12%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.66%	12.66%	12.521%
Sharp	0.77%	0.77%	0.582%
Beta	0.97%	0.97%	0.937%
Alpha	0.55%	0.55%	0.513%

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Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Name	Kapil Malhotra	Kapil Malhotra	Bhavesh Jain
Total AUM	₹18472 Cr	₹18472 Cr	₹0 Cr
Funds Managed	7	7	22
	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	5.62	5.62	3.04
Large Cap	83.8	83.8	82.38
Small Cap	3.3	3.3	1.65
Mid Cap	7.28	7.28	12.93

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	Edelweiss Large Cap Fund - Regular Plan - Growth Option
Others	5.62	5.62	2.93
Petroleum Products	5.59	5.59	-
Electrical Equipment	1.98	1.98	-
IT - Software	6.14	6.14	-
Retailing	0.81	0.81	-
Construction	3.56	3.56	-
Ferrous Metals	3.59	3.59	-
Diversified FMCG	2.26	2.26	-
Banks	28.58	28.58	-
Pharmaceuticals & Biotechnology	6.67	6.67	-
Cement & Cement Products	2.72	2.72	-
Automobiles	6	6	-
Telecom - Services	3.16	3.16	-
Finance	3.7	3.7	-
IT - Services	0.75	0.75	-
Consumer Durables	2.55	2.55	-
Agricultural Food & other Products	1.82	1.82	-
Personal Products	0.82	0.82	-
Realty	0.8	0.8	-
Leisure Services	0.9	0.9	-
Transport Services	0.83	0.83	-
Industrial Manufacturing	0.61	0.61	-
Power	5.33	5.33	-
Transport Infrastructure	1.17	1.17	-
Auto Components	1.84	1.84	-
Insurance	2.2	2.2	-
Energy	-	-	5.35
Industrials	-	-	7.1
Technology	-	-	10.77
Healthcare	-	-	10.76
Consumer Defensive	-	-	7.04
Basic Materials	-	-	4.91
Financial Services	-	-	32.37
Consumer Cyclical	-	-	11.32
Communication Services	-	-	4.26
Utilities	-	-	3.19