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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 | 2.34% | 2.34% | 3.03% |
| 6 Month | -1.87% | -1.87% | -1.37% |
| 1 Year | 5.66% | 5.66% | 5.31% |
| 3 Year | 14.4% | 14.4% | 12.96% |
| 5 Year | 21.37% | 21.37% | - |
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 | 2% | 2% | 1.55% |
| 1 Year | -2.63% | -2.63% | -2.16% |
| 3 Year | 14.41% | 14.41% | 12.21% |
| 5 Year | 15.76% | 15.76% | - |
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 | 0.42% | 0.42% | 0.415% |
| Beta | 0.97% | 0.97% | 0.927% |
| Alpha | 0.59% | 0.59% | -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 | 4.68 | 4.68 | 4.17 |
| Large Cap | 82.56 | 82.56 | 86.51 |
| Small Cap | 4.37 | 4.37 | 1.84 |
| Mid Cap | 8.38 | 8.38 | 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 | 4.68 | 4.68 | 4.17 |
| Energy | 5.29 | 5.29 | 5.73 |
| Industrials | 10.92 | 10.92 | 9.32 |
| Technology | 9.18 | 9.18 | 10.54 |
| Consumer Cyclical | 7.58 | 7.58 | 10.65 |
| Consumer Defensive | 5.85 | 5.85 | 5.97 |
| Basic Materials | 5.38 | 5.38 | 4 |
| Financial Services | 34.65 | 34.65 | 34.16 |
| Healthcare | 6.82 | 6.82 | 7.65 |
| Communication Services | 2.93 | 2.93 | 5.88 |
| Utilities | 5.89 | 5.89 | 1.92 |
| Real Estate | 0.84 | 0.84 | - |
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