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Tata Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

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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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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Fund Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹2408 Cr ₹2408 Cr ₹3319 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 01 Oct 2020
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% 23%
Expense Ratio 2.04 2.04 1.93
Manager Kapil Malhotra Kapil Malhotra Sudhir Kedia
ISIN Code INF277K01931 INF277K01931 INF903JA1IZ3
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 Sundaram 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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month 5.62% 5.62% 5.54%
6 Month 4.34% 4.34% 3.34%
1 Year 8.24% 8.24% 8.24%
3 Year 18.18% 18.18% 16.33%
5 Year 23.78% 23.78% -

SIP Return Analysis

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month 5.71% 5.71% 4.78%
1 Year 4.89% 4.89% 4.13%
3 Year 16% 16% 13.45%
5 Year 16.31% 16.31% -

Rolling Lumpsum Returns

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 13.34% 13.34% 16.09%
3 Year 13.25% 13.25% 15.35%
5 Year 13.65% 13.65% -

Risk Management

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.66% 12.66% 12.412%
Sharp 0.61% 0.61% 0.415%
Beta 0.97% 0.97% 0.927%
Alpha 0.6% 0.6% -1.547%

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Fund Managers

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Name Kapil Malhotra Kapil Malhotra Sudhir Kedia
Total AUM ₹18472 Cr ₹18472 Cr ₹10423 Cr
Funds Managed 7 7 8
Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.73 5.73 4.17
Large Cap 82.46 82.46 86.51
Small Cap 4.47 4.47 1.84
Mid Cap 7.34 7.34 7.49

Sector Allocation

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 5.73 5.73 4.17
Petroleum Products 5.25 5.25 -
Electrical Equipment 2 2 -
IT - Software 6.52 6.52 -
Retailing 0.87 0.87 -
Personal Products 1.85 1.85 -
Construction 3.86 3.86 -
Ferrous Metals 3.09 3.09 -
Diversified FMCG 2.03 2.03 -
Banks 28.27 28.27 -
Pharmaceuticals & Biotechnology 6.69 6.69 -
Cement & Cement Products 2.84 2.84 -
Automobiles 5.86 5.86 -
Telecom - Services 2.95 2.95 -
Finance 4.07 4.07 -
IT - Services 0.83 0.83 -
Consumer Durables 2.55 2.55 -
Agricultural Food & other Products 1.73 1.73 -
Realty 0.83 0.83 -
Leisure Services 0.98 0.98 -
Transport Services 0.83 0.83 -
Industrial Manufacturing 0.62 0.62 -
Power 5.4 5.4 -
Transport Infrastructure 1.18 1.18 -
Auto Components 1.07 1.07 -
Insurance 2.1 2.1 -
Energy - - 5.73
Technology - - 10.54
Consumer Cyclical - - 10.65
Industrials - - 9.32
Basic Materials - - 4
Financial Services - - 34.16
Healthcare - - 7.65
Consumer Defensive - - 5.97
Communication Services - - 5.88
Utilities - - 1.92

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