Tata Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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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