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 | 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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