Tata Large Cap Fund vs Nippon India Large Cap Fund compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹44165 Cr | ₹2631 Cr | ₹2631 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 08 Aug 2007 | 07 May 1998 | 07 May 1998 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 52% | 20.36% | 20.36% |
Expense Ratio | 1.62 | 2.04 | 2.04 |
Manager | Ashutosh Bhargava | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF204K01554 | INF277K01931 | INF277K01931 |
Exits Load | Exit load of 1% if redeemed within 7 days./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 | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | -5.26% | -2.97% | -2.97% |
6 Month | 4.76% | 6.08% | 6.08% |
1 Year | 28.13% | -1.72% | -1.72% |
3 Year | 18.29% | 13.53% | 13.53% |
5 Year | 19.32% | 18.83% | 18.83% |
SIP Return Analysis
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | - | 0.88% | 0.88% |
1 Year | 18.7% | 0.66% | 0.66% |
3 Year | 24.98% | 11.55% | 11.55% |
5 Year | 24.96% | 13.23% | 13.23% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 12.73% | 12.86% | 12.86% |
3 Year | 13.72% | 13.29% | 13.29% |
5 Year | 14.17% | 13.81% | 13.81% |
Risk Management
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 11.92% | 12.66% | 12.66% |
Sharp | 1.09% | 0.74% | 0.74% |
Beta | 0.92% | 0.96% | 0.96% |
Alpha | 4.88% | 0.44% | 0.44% |
Fund Managers
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Ashutosh Bhargava | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹121448 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 12 | 7 | 7 |
Nippon India Large Cap Fund- Growth Plan Bonus Option | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 0.74 | 6.54 | 6.54 |
Large Cap | 83.62 | 81.7 | 81.7 |
Mid Cap | 8.92 | 5.44 | 5.44 |
Small Cap | 6.72 | 6.32 | 6.32 |
Sector Allocation
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 0.74 | 3.52 | 3.52 |
Energy | 13.71 | 5.55 | 5.55 |
Capital Goods | 6.48 | - | - |
Technology | 5.82 | 8.92 | 8.92 |
Construction | 3.68 | - | - |
Financial | 32.78 | - | - |
Consumer Staples | 9.78 | - | - |
Healthcare | 2.35 | 3.45 | 3.45 |
Materials | 2.11 | - | - |
Services | 7.57 | - | - |
Metals & Mining | 2.31 | - | - |
Automobile | 7.04 | - | - |
Insurance | 3.17 | - | - |
Communication | 1.02 | - | - |
Diversified | 0.38 | - | - |
Chemicals | 0.7 | - | - |
Textiles | 0.36 | - | - |
Industrials | - | 9.22 | 9.22 |
Financial Services | - | 34.93 | 34.93 |
Basic Materials | - | 7.6 | 7.6 |
Consumer Defensive | - | 5.13 | 5.13 |
Consumer Cyclical | - | 14.76 | 14.76 |
Communication Services | - | 2.36 | 2.36 |
Utilities | - | 4.54 | 4.54 |
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