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

Link copied to clipboard!

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

Invest Now

LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

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

Invest Now

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)	₹8829 Cr	₹3152 Cr	₹3152 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	-1.26%	-1.09%	-1.09%
6 Month	0.63%	0.31%	0.31%
1 Year	-1.99%	-2.4%	-2.4%
3 Year	11.99%	15.66%	15.66%
5 Year	16.37%	17.08%	17.08%

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	0.29%	0.77%	0.77%
1 Year	6.82%	8.47%	8.47%
3 Year	9.86%	14.35%	14.35%
5 Year	12.62%	14.51%	14.51%

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	15.66%	12.57%	12.57%
3 Year	15.13%	15.38%	15.38%
5 Year	14.58%	15.43%	15.43%

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	12.55%	14.93%	14.93%
Sharp	0.49%	0.65%	0.65%
Beta	0.89%	1.04%	1.04%
Alpha	-4.12%	-2.27%	-2.27%

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	5.95	3.24	3.24
Large Cap	42.59	43.35	43.35
Small Cap	15.26	17.78	17.78
Mid Cap	36.2	35.63	35.63

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	5.95	3.24	3.24
Telecom - Services	6.28	2.52	2.52
Petroleum Products	4.71	2	2
IT - Software	2.41	5.38	5.38
Industrial Manufacturing	2.16	2.52	2.52
Cement & Cement Products	5.27	1.48	1.48
Construction	1.66	1.73	1.73
Finance	7.01	7.19	7.19
Banks	23.61	15.16	15.16
Pharmaceuticals & Biotechnology	3.13	4.15	4.15
Healthcare Services	1.16	3.1	3.1
IT - Services	1.33	0.67	0.67
Commercial Services & Supplies	0.86	-	-
Consumer Durables	0.67	0.61	0.61
Electrical Equipment	0.66	5.15	5.15
Diversified FMCG	1.1	2.02	2.02
Automobiles	1.61	3.65	3.65
Beverages	5.86	-	-
Diversified	1.89	-	-
Gas	0.68	1.01	1.01
Chemicals & Petrochemicals	3.61	1.48	1.48
Industrial Products	3.1	8.24	8.24
Leisure Services	1.01	2.17	2.17
Auto Components	3.09	4.86	4.86
Realty	4.41	1.52	1.52
Fertilizers & Agrochemicals	4.26	2.36	2.36
Agricultural Food & other Products	0.61	1.88	1.88
Power	1.9	1.09	1.09
Food Products	-	0.91	0.91
Other Utilities	-	0.28	0.28
Transport Services	-	2.1	2.1
Capital Markets	-	2.05	2.05
Personal Products	-	1.36	1.36
Aerospace & Defense	-	1.87	1.87
Retailing	-	3.03	3.03
Minerals & Mining	-	0.75	0.75
Textiles & Apparels	-	1.45	1.45
Transport Infrastructure	-	1.02	1.02