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) | ₹45012 Cr | ₹2684 Cr | ₹2684 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 | - | 1.07% | 1.07% |
6 Month | - | 8.9% | 8.9% |
1 Year | - | -0.05% | -0.05% |
3 Year | - | 16.29% | 16.29% |
5 Year | - | 19.37% | 19.37% |
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 | - | 2.53% | 2.53% |
1 Year | - | 11.54% | 11.54% |
3 Year | - | 13.25% | 13.25% |
5 Year | - | 13.86% | 13.86% |
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 | - | 12.75% | 12.75% |
3 Year | - | 13.37% | 13.37% |
5 Year | - | 13.84% | 13.84% |
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 | 11.71% | 12.66% | 12.66% |
Sharp | 1.06% | 0.77% | 0.77% |
Beta | 0.93% | 0.97% | 0.97% |
Alpha | 4.59% | 0.94% | 0.94% |
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 | 7.39 | 7.39 |
Large Cap | 83.62 | 80.8 | 80.8 |
Mid Cap | 8.92 | 5.54 | 5.54 |
Small Cap | 6.72 | 6.27 | 6.27 |
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 | 2.4 | 2.4 |
Energy | 13.71 | 5.45 | 5.45 |
Capital Goods | 6.48 | - | - |
Technology | 5.82 | 9.87 | 9.87 |
Construction | 3.68 | - | - |
Financial | 32.78 | - | - |
Consumer Staples | 9.78 | - | - |
Healthcare | 2.35 | 3.33 | 3.33 |
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 | - | 9.07 | 9.07 |
Financial Services | - | 33.42 | 33.42 |
Basic Materials | - | 8.43 | 8.43 |
Consumer Defensive | - | 5.28 | 5.28 |
Consumer Cyclical | - | 16.03 | 16.03 |
Communication Services | - | 2.35 | 2.35 |
Utilities | - | 4.38 | 4.38 |
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