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Tata Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare

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tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

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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 ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹18624 Cr ₹7943 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jul 1998 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 55% 10.69%
Expense Ratio 1.7 1.77
Manager Sharmila D'mello Chandraprakash Padiyar
ISIN Code INF109K01431 INF277K01428
Exits Load ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 6.04% 4.59%
6 Month 7.65% 1.66%
1 Year 14.21% 7.42%
3 Year 25.64% 20.15%
5 Year 31.55% 24.59%

SIP Return Analysis

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month 2.94% 0.32%
1 Year 1.96% -6.51%
3 Year 20.31% 11.94%
5 Year 22.46% 15.06%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 15.75% 16.65%
3 Year 15.59% 15.07%
5 Year 15.62% 14.35%

Risk Management

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 12.563% 11.3%
Sharp 0.987% 0.75%
Beta 0.848% 0.85%
Alpha 6.911% -0.02%

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Fund Managers

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Sharmila D'mello Chandraprakash Padiyar
Total AUM ₹354743 Cr ₹15627 Cr
Funds Managed 35 3
ICICI Prudential Large & Mid Cap Fund - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

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

Others 6.9 6.01
Large Cap 45.29 44.09
Mid Cap 37.45 35.56
Small Cap 10.36 14.34

Sector Allocation

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

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

Others 6.59 6.01
Basic Materials 13.72 -
Energy 3.45 -
Technology 3.66 -
Healthcare 4.64 -
Consumer Defensive 8.68 -
Industrials 7.93 -
Financial Services 22.79 -
Consumer Cyclical 23.75 -
Real Estate 0 -
Communication Services 2.43 -
Utilities 2.34 -
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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