Tata Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare

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

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹8683 Cr	₹3116 Cr	₹3116 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹200	₹200
Min Addl Investment	₹1000	₹500	₹500
Launch Date	31 Mar 2003	25 Feb 2015	25 Feb 2015
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	10.69%	%	46%
Expense Ratio	1.77	1.9	1.9
Manager	Chandraprakash Padiyar	Yogesh Patil	Yogesh Patil
ISIN Code	INF277K01428	INF767K01NB5	INF767K01NB5
Exits Load	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	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month	-5.64%	-3.91%	-3.91%
6 Month	-6.25%	-2.14%	-2.14%
1 Year	3.42%	5.91%	5.91%
3 Year	12.43%	17.73%	17.73%
5 Year	14.63%	15.76%	15.76%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month	-6.37%	-5.54%	-5.54%
1 Year	-9.43%	-6.43%	-6.43%
3 Year	4.11%	8.73%	8.73%
5 Year	9.33%	11.58%	11.58%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year	15.51%	12.28%	12.28%
3 Year	15.03%	15.46%	15.46%
5 Year	14.61%	15.49%	15.49%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation	11.3%	12.59%	12.59%
Sharp	0.6%	0.79%	0.79%
Beta	0.89%	1.03%	1.03%
Alpha	-4.08%	-1.79%	-1.79%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name	Chandraprakash Padiyar	Yogesh Patil	Yogesh Patil
Total AUM	₹15627 Cr	₹5898 Cr	₹5898 Cr
Funds Managed	3	7	7
	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	6.21	7.69	7.69
Large Cap	45.46	40.24	40.24
Small Cap	13.46	16.75	16.75
Mid Cap	34.88	35.32	35.32

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	3.72	2.4	2.4
Communication Services	6.44	2.59	2.59
Energy	5.06	2.14	2.14
Technology	3.15	7.13	7.13
Industrials	11.48	20.48	20.48
Basic Materials	14	7.4	7.4
Financial Services	31.44	25.53	25.53
Healthcare	4.79	6.71	6.71
Consumer Defensive	7.54	5.76	5.76
Consumer Cyclical	5.76	16.13	16.13
Utilities	2.7	2.34	2.34
Real Estate	3.92	1.4	1.4