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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) | ₹24424 Cr | ₹8510 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 | 2.97% | 1.74% |
| 6 Month | 8.65% | 4% |
| 1 Year | 14.29% | 3.7% |
| 3 Year | 21.35% | 13.41% |
| 5 Year | 26.02% | 17.84% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.68% | 0.55% |
| 1 Year | 17.01% | 7.35% |
| 3 Year | 19.32% | 10.6% |
| 5 Year | 20.4% | 13.16% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.19% | 15.71% |
| 3 Year | 17.16% | 15.21% |
| 5 Year | 15.68% | 14.56% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.69% | 11.3% |
| Sharp | 1.16% | 0.65% |
| Beta | 0.81% | 0.89% |
| Alpha | 3.99% | -3.09% |
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 | 5.28 | 7.72 |
| Large Cap | 45.94 | 43.92 |
| Mid Cap | 37.53 | 34.04 |
| Small Cap | 11.25 | 14.32 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.31 | 5.85 |
| Energy | 4.41 | 4.49 |
| Technology | 6.23 | 3.38 |
| Healthcare | 5.79 | 5.63 |
| Basic Materials | 10.48 | 14.29 |
| Consumer Defensive | 8.03 | 7.56 |
| Industrials | 8.41 | 9.83 |
| Financial Services | 21.85 | 31.25 |
| Consumer Cyclical | 22.89 | 5.5 |
| Real Estate | 1.47 | 3.93 |
| Communication Services | 4.07 | 5.82 |
| Utilities | 2.06 | 2.45 |
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