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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