Tata Large Cap Fund vs HDFC Top 100 Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹38905 Cr | ₹2702 Cr | ₹2702 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 11 Oct 1996 | 07 May 1998 | 07 May 1998 |
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 | 14.32% | 20.36% | 20.36% |
Expense Ratio | 1.62 | 2.04 | 2.04 |
Manager | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF179K01BE2 | INF277K01931 | INF277K01931 |
Exits Load | HDFC Large Cap Fund - 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 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | -2.13% | -3.27% | -3.27% |
6 Month | 6.69% | 6.02% | 6.02% |
1 Year | -1.28% | -3.31% | -3.31% |
3 Year | 17.37% | 15.07% | 15.07% |
5 Year | 21.45% | 19.1% | 19.1% |
SIP Return Analysis
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 3.43% | 2.97% | 2.97% |
1 Year | 4.32% | 3.33% | 3.33% |
3 Year | 14.88% | 13.73% | 13.73% |
5 Year | 16.94% | 14.81% | 14.81% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 17.07% | 12.99% | 12.99% |
3 Year | 15.48% | 13.25% | 13.25% |
5 Year | 14.95% | 13.75% | 13.75% |
Risk Management
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.65% | 12.66% | 12.66% |
Sharp | 1.07% | 1.02% | 1.02% |
Beta | 0.93% | 0.96% | 0.96% |
Alpha | 1.54% | 0.61% | 0.61% |
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Fund Managers
Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Dhruv Muchhal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹520687 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 40 | 7 | 7 |
HDFC Large Cap Fund - Growth Option - Regular Plan | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 2.82 | 7.34 | 7.34 |
Large Cap | 90.56 | 81.56 | 81.56 |
Mid Cap | 6.62 | 5.72 | 5.72 |
Small Cap | - | 5.38 | 5.38 |
Sector Allocation
Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 2.34 | 4.22 | 4.22 |
Energy | 6.38 | 5.83 | 5.83 |
Industrials | 8.61 | 9.34 | 9.34 |
Technology | 6.45 | 6.82 | 6.82 |
Consumer Defensive | 5.82 | 4.87 | 4.87 |
Consumer Cyclical | 14.04 | 14.61 | 14.61 |
Basic Materials | 4.11 | 7.34 | 7.34 |
Financial Services | 33.95 | 35.42 | 35.42 |
Healthcare | 7.17 | 4.29 | 4.29 |
Utilities | 4.51 | 4.84 | 4.84 |
Real Estate | 0.46 | 0 | 0 |
Communication Services | 6.16 | 2.42 | 2.42 |
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