Tata Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23140 Cr | ₹7943 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 31 Mar 2003 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 9.01% | 10.69% |
Expense Ratio | 1.66 | 1.77 |
Manager | Dhruv Muchhal | Chandraprakash Padiyar |
ISIN Code | INF179KA1RT1 | INF277K01428 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid 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 | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.92% | 2.2% |
6 Month | -3.65% | -5.1% |
1 Year | 5.76% | 4.44% |
3 Year | 19.64% | 16.32% |
5 Year | 28.14% | 22.27% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.59% | 1.86% |
1 Year | -3.84% | -3.84% |
3 Year | 19.08% | 13.97% |
5 Year | 21.77% | 16.5% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.17% | 16.65% |
3 Year | 10.86% | 15.07% |
5 Year | 11.39% | 14.35% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.902% | 11.3% |
Sharp | 0.746% | 0.61% |
Beta | 1.012% | 0.86% |
Alpha | 4.586% | 0.19% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Chandraprakash Padiyar |
Total AUM | ₹520687 Cr | ₹15627 Cr |
Funds Managed | 40 | 3 |
HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.86 | 5.97 |
Large Cap | 46.7 | 43.35 |
Small Cap | 15.1 | 14.48 |
Mid Cap | 36.35 | 36.2 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.03 | 5.77 |
Communication Services | 2.8 | 5.31 |
Basic Materials | 5.38 | 11.06 |
Energy | 3.19 | 4.53 |
Technology | 11.17 | 4.49 |
Consumer Cyclical | 13.16 | 6.92 |
Healthcare | 12.81 | 6.97 |
Industrials | 11.76 | 11.22 |
Financial Services | 30.96 | 33.79 |
Consumer Defensive | 2.49 | 6.26 |
Utilities | 3.91 | 1.73 |
Real Estate | 1.35 | 1.96 |
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