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Tata Large Cap Fund vs Edelweiss Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2631 Cr | ₹2631 Cr | ₹1292 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 |
Trailing Lumpsum Returns
| 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 | -2.97% | -2.97% | -1.62% |
| 6 Month | 6.08% | 6.08% | 7.63% |
| 1 Year | -1.72% | -1.72% | -0.02% |
| 3 Year | 13.53% | 13.53% | 14.63% |
| 5 Year | 18.83% | 18.83% | 18.14% |
SIP Return Analysis
| 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 | 0.88% | 0.88% | 2.14% |
| 1 Year | 0.66% | 0.66% | 2.75% |
| 3 Year | 11.55% | 11.55% | 12.6% |
| 5 Year | 13.23% | 13.23% | 13.76% |
Rolling Lumpsum Returns
| 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 | 12.86% | 12.86% | 12.82% |
| 3 Year | 13.29% | 13.29% | 13.46% |
| 5 Year | 13.81% | 13.81% | 14.17% |
Risk Management
| 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% | 12.16% |
| Sharp | 0.74% | 0.74% | 0.74% |
| Beta | 0.96% | 0.96% | 0.95% |
| Alpha | 0.44% | 0.44% | 0.70% |
Fund Managers
| 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 |
Market Cap
| 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 | 6.54 | 6.54 | 9.97 |
| Large Cap | 81.7 | 81.7 | 74.1 |
| Mid Cap | 5.44 | 5.44 | 14.95 |
| Small Cap | 6.32 | 6.32 | 0.97 |
Sector Allocation
| 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 | 3.52 | 3.52 | 6.37 |
| Energy | 5.55 | 5.55 | 7.97 |
| Industrials | 9.22 | 9.22 | 7.19 |
| Technology | 8.92 | 8.92 | 7.16 |
| Financial Services | 34.93 | 34.93 | 34.45 |
| Basic Materials | 7.6 | 7.6 | 4.18 |
| Consumer Defensive | 5.13 | 5.13 | 8.52 |
| Healthcare | 3.45 | 3.45 | 10.5 |
| Consumer Cyclical | 14.76 | 14.76 | 8.1 |
| Communication Services | 2.36 | 2.36 | 3.39 |
| Utilities | 4.54 | 4.54 | 2.16 |
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