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Tata Large Cap Fund vs HDFC Top 100 Fund compare

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tortoise-icon HDFC Large Cap Fund - Growth Option - Regular Plan

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata 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 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) ₹38251 Cr ₹2684 Cr ₹2684 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 0.69% 1.26% 1.26%
6 Month 3.65% 6.02% 6.02%
1 Year 2.76% 4.25% 4.25%
3 Year 15.13% 14.39% 14.39%
5 Year 20.16% 18.29% 18.29%

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 1.42% 2.83% 2.83%
1 Year 8.77% 12.41% 12.41%
3 Year 12.05% 12.91% 12.91%
5 Year 14.37% 13.51% 13.51%

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 16.67% 12.75% 12.75%
3 Year 15.6% 13.37% 13.37%
5 Year 15.03% 13.84% 13.84%

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 11.53% 12.18% 12.18%
Sharp 0.78% 0.68% 0.68%
Beta 0.92% 0.98% 0.98%
Alpha 1.27% 0.16% 0.16%

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 2.52 7.48 7.48
Large Cap 89.99 80.67 80.67
Mid Cap 7.49 5.7 5.7
Small Cap - 6.15 6.15

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 1.98 2.34 2.34
Energy 5.09 5.34 5.34
Industrials 7.12 9.03 9.03
Technology 4.51 9.2 9.2
Consumer Defensive 4.78 5.44 5.44
Consumer Cyclical 18.6 16.21 16.21
Basic Materials 5.5 9.42 9.42
Financial Services 32.92 33.59 33.59
Healthcare 9.17 2.62 2.62
Utilities 4.09 4.54 4.54
Real Estate 0.39 - -
Communication Services 5.85 2.27 2.27

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