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 | 2.2% | 0.59% | 0.59% |
6 Month | -5.1% | -5.74% | -5.74% |
1 Year | 4.44% | 8.43% | 8.43% |
3 Year | 16.32% | 14.92% | 14.92% |
5 Year | 22.27% | 22.3% | 22.3% |
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 | 1.86% | -0.88% | -0.88% |
1 Year | -3.84% | -7.04% | -7.04% |
3 Year | 13.97% | 16.85% | 16.85% |
5 Year | 16.5% | 17.23% | 17.23% |
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 | 0.61% | 0.407% | 0.407% |
Beta | 0.86% | 0.962% | 0.962% |
Alpha | 0.19% | -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 | 5.97 | 6.28 | 6.28 |
Large Cap | 43.35 | 40.11 | 40.11 |
Mid Cap | 36.2 | 36.45 | 36.45 |
Small Cap | 14.48 | 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 | 5.77 | 3.86 | 3.86 |
Communication Services | 5.31 | 1.74 | 1.74 |
Energy | 4.53 | 3.14 | 3.14 |
Technology | 4.49 | 6.14 | 6.14 |
Basic Materials | 11.06 | 9.16 | 9.16 |
Industrials | 11.22 | 22.2 | 22.2 |
Financial Services | 33.79 | 24.53 | 24.53 |
Consumer Defensive | 6.26 | 2.77 | 2.77 |
Healthcare | 6.97 | 6.48 | 6.48 |
Consumer Cyclical | 6.92 | 16.41 | 16.41 |
Utilities | 1.73 | 2.41 | 2.41 |
Real Estate | 1.96 | 1.16 | 1.16 |
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