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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) | ₹26158 Cr | ₹8501 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 | 2.49% | 1.22% |
| 6 Month | 17.4% | 11.86% |
| 1 Year | -2.39% | -5.84% |
| 3 Year | 19.2% | 13.27% |
| 5 Year | 25.26% | 19.33% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.07% | 1.08% |
| 1 Year | 12.32% | 5.18% |
| 3 Year | 18.23% | 11.71% |
| 5 Year | 19.9% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 16.09% |
| 3 Year | 11.24% | 15.41% |
| 5 Year | 11.53% | 14.46% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.05% | 11.3% |
| Sharp | 0.85% | 0.63% |
| Beta | 1.03% | 0.88% |
| Alpha | 4.53% | -1.81% |
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 | 3.57 | 8.71 |
| Large Cap | 44.13 | 43.85 |
| Small Cap | 14.19 | 13.17 |
| Mid Cap | 38.11 | 34.26 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 0.65 | 7.61 |
| Communication Services | 3.21 | 5.67 |
| Energy | 3.12 | 4.44 |
| Technology | 9.6 | 2.43 |
| Consumer Cyclical | 13.7 | 5.22 |
| Healthcare | 12.95 | 6.77 |
| Industrials | 10.83 | 10.01 |
| Basic Materials | 6.59 | 14.62 |
| Consumer Defensive | 2.6 | 6.3 |
| Financial Services | 30.65 | 31.09 |
| Real Estate | 2.4 | 3.67 |
| Utilities | 3.7 | 2.18 |
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