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Tata Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹22857 Cr | ₹8887 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 | -2.39% | -2.66% |
| 6 Month | 8.72% | 10% |
| 1 Year | 4.09% | -0.94% |
| 3 Year | 20.38% | 14.45% |
| 5 Year | 26.36% | 19.72% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2% | 2.63% |
| 1 Year | 2.89% | 0.28% |
| 3 Year | 17.67% | 11.31% |
| 5 Year | 20.24% | 14.22% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.37% | 16.09% |
| 3 Year | 15.84% | 15.41% |
| 5 Year | 15.76% | 14.46% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.94% | 11.3% |
| Sharp | 1.18% | 0.89% |
| Beta | 0.86% | 0.88% |
| Alpha | 5.96% | -0.7% |
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 | 8.49 | 8.71 |
| Large Cap | 43.86 | 43.85 |
| Mid Cap | 36.74 | 34.26 |
| Small Cap | 10.91 | 13.17 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.37 | 7.61 |
| Energy | 3.8 | 4.44 |
| Technology | 6.33 | 2.43 |
| Healthcare | 5.62 | 6.77 |
| Basic Materials | 11.57 | 14.62 |
| Consumer Defensive | 8.31 | 6.3 |
| Industrials | 8.62 | 10.01 |
| Financial Services | 18.21 | 31.09 |
| Consumer Cyclical | 23.11 | 5.22 |
| Real Estate | 1.06 | 3.67 |
| Communication Services | 2.88 | 5.67 |
| Utilities | 2.1 | 2.18 |
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