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Tata Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

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

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 6.56% 4.69%
6 Month -5.06% -6.64%
1 Year 7.01% 5.07%
3 Year 21.06% 17.32%
5 Year 29.47% 23.13%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month 0.55% 0.32%
1 Year -5.99% -6.51%
3 Year 16.91% 11.94%
5 Year 20.2% 15.06%

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% 0.75%
Beta 1.012% 0.85%
Alpha 4.586% -0.02%

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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 6.01
Large Cap 46.7 44.09
Small Cap 15.1 14.34
Mid Cap 36.35 35.56

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 1.03 6.01
Communication Services 2.8 -
Basic Materials 5.38 -
Energy 3.19 -
Technology 11.17 -
Consumer Cyclical 13.16 -
Healthcare 12.81 -
Industrials 11.76 -
Financial Services 30.96 -
Consumer Defensive 2.49 -
Utilities 3.91 -
Real Estate 1.35 -
Telecom - Services - 5.62
Petroleum Products - 4.43
IT - Software - 2.87
Cement & Cement Products - 3.61
Construction - 1.57
Finance - 6.67
Diversified FMCG - 1.49
Banks - 23.92
Pharmaceuticals & Biotechnology - 4.11
Healthcare Services - 3.1
Capital Markets - 2.62
Consumer Durables - 0.81
Electrical Equipment - 0.82
Automobiles - 1.76
Beverages - 4.55
Industrial Products - 3.82
Diversified - 1.97
Gas - 0.7
Chemicals & Petrochemicals - 2.72
Leisure Services - 1.02
Auto Components - 3.14
Realty - 1.98
Fertilizers & Agrochemicals - 4.41
Commercial Services & Supplies - 3.27
Agricultural Food & other Products - 0.66
Retailing - 1.1
Power - 1.25

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