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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) | ₹27745 Cr | ₹8683 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 | -2.38% | -5.64% |
| 6 Month | 3.77% | -6.25% |
| 1 Year | 12.55% | 3.42% |
| 3 Year | 20.94% | 12.43% |
| 5 Year | 22.34% | 14.63% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.54% | -6.37% |
| 1 Year | 2.62% | -9.43% |
| 3 Year | 14.31% | 4.11% |
| 5 Year | 17.61% | 9.33% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.02% | 15.51% |
| 3 Year | 17.31% | 15.03% |
| 5 Year | 15.75% | 14.61% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.05% | 11.3% |
| Sharp | 1.25% | 0.6% |
| Beta | 0.81% | 0.89% |
| Alpha | 3.97% | -4.08% |
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 | 8.11 | 6.21 |
| Large Cap | 42.08 | 45.46 |
| Mid Cap | 39.14 | 34.88 |
| Small Cap | 10.68 | 13.46 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.25 | 3.72 |
| Energy | 3.87 | 5.06 |
| Technology | 5.18 | 3.15 |
| Consumer Cyclical | 25.17 | 5.76 |
| Basic Materials | 8.22 | 14 |
| Consumer Defensive | 8 | 7.54 |
| Industrials | 9.4 | 11.48 |
| Financial Services | 24.1 | 31.44 |
| Healthcare | 4.62 | 4.79 |
| Real Estate | 1.16 | 3.92 |
| Communication Services | 3.19 | 6.44 |
| Utilities | 1.85 | 2.7 |
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