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Tata Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
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
Chart Comparison
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) | ₹7943 Cr | ₹2916 Cr | ₹2916 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| 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 |
Trailing Lumpsum Returns
| 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 | 5.18% | 6.93% | 6.93% |
| 6 Month | -0.29% | -0.58% | -0.58% |
| 1 Year | 6.89% | 12.47% | 12.47% |
| 3 Year | 19.61% | 19.24% | 19.24% |
| 5 Year | 23.58% | 23.78% | 23.78% |
SIP Return Analysis
| 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 | 0.32% | -1.56% | -1.56% |
| 1 Year | -6.51% | -9.36% | -9.36% |
| 3 Year | 11.94% | 14.99% | 14.99% |
| 5 Year | 15.06% | 15.91% | 15.91% |
Rolling Lumpsum Returns
| 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 | 16.65% | 13.91% | 13.91% |
| 3 Year | 15.07% | 15.15% | 15.15% |
| 5 Year | 14.35% | 14.36% | 14.36% |
Risk Management
| 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% | 15.222% | 15.222% |
| Sharp | 0.75% | 0.407% | 0.407% |
| Beta | 0.85% | 0.962% | 0.962% |
| Alpha | -0.02% | -0.018% | -0.018% |
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Fund Managers
| 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 |
Market Cap
| 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 | 6.01 | 6.28 | 6.28 |
| Large Cap | 44.09 | 40.11 | 40.11 |
| Mid Cap | 35.56 | 36.45 | 36.45 |
| Small Cap | 14.34 | 17.15 | 17.15 |
Sector Allocation
| 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 | 6.01 | 3.86 | 3.86 |
| 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 | - | - |
| Energy | - | 3.14 | 3.14 |
| Technology | - | 6.14 | 6.14 |
| Consumer Defensive | - | 2.77 | 2.77 |
| Financial Services | - | 24.53 | 24.53 |
| Utilities | - | 2.41 | 2.41 |
| Basic Materials | - | 9.16 | 9.16 |
| Consumer Cyclical | - | 16.41 | 16.41 |
| Industrials | - | 22.2 | 22.2 |
| Communication Services | - | 1.74 | 1.74 |
| Healthcare | - | 6.48 | 6.48 |
| Real Estate | - | 1.16 | 1.16 |
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