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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) | ₹8546 Cr | ₹3055 Cr | ₹3055 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 | 3.36% | 2.03% | 2.03% |
| 6 Month | 3.19% | -1.18% | -1.18% |
| 1 Year | 1.86% | 0.57% | 0.57% |
| 3 Year | 20.65% | 21.03% | 21.03% |
| 5 Year | 22.2% | 22.96% | 22.96% |
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 | 9.59% | 10.87% | 10.87% |
| 1 Year | 9.41% | 11.06% | 11.06% |
| 3 Year | 16.32% | 21.21% | 21.21% |
| 5 Year | 17.43% | 19.25% | 19.25% |
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 | 16.28% | 13.54% | 13.54% |
| 3 Year | 15.14% | 15.07% | 15.07% |
| 5 Year | 14.41% | 14.97% | 14.97% |
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% | 15.78% | 15.78% |
| Sharp | 0.92% | 0.75% | 0.75% |
| Beta | 0.85% | 0.98% | 0.98% |
| Alpha | -0.34% | 1.26% | 1.26% |
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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 | 6.71 | 5.87 | 5.87 |
| Large Cap | 43.82 | 40.09 | 40.09 |
| Mid Cap | 35.95 | 36.34 | 36.34 |
| Small Cap | 13.52 | 17.71 | 17.71 |
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 | 6.71 | 4.16 | 4.16 |
| Telecom - Services | 5.65 | - | - |
| Petroleum Products | 4.66 | - | - |
| IT - Software | 2.68 | - | - |
| Cement & Cement Products | 5.17 | - | - |
| Construction | 1.56 | - | - |
| Finance | 6.45 | - | - |
| Banks | 23.94 | - | - |
| Pharmaceuticals & Biotechnology | 4.24 | - | - |
| Healthcare Services | 2.95 | - | - |
| Commercial Services & Supplies | 1.34 | - | - |
| IT - Services | 0.39 | - | - |
| Capital Markets | 2.94 | - | - |
| Consumer Durables | 0.71 | - | - |
| Consumer Services | 0.73 | - | - |
| Electrical Equipment | 0.71 | - | - |
| Diversified FMCG | 1.13 | - | - |
| Automobiles | 1.77 | - | - |
| Beverages | 3.78 | - | - |
| Industrial Products | 3.82 | - | - |
| Diversified | 1.94 | - | - |
| Gas | 0.75 | - | - |
| Chemicals & Petrochemicals | 2.87 | - | - |
| Leisure Services | 1.08 | - | - |
| Auto Components | 3.26 | - | - |
| Realty | 2.03 | - | - |
| Fertilizers & Agrochemicals | 4.64 | - | - |
| Agricultural Food & other Products | 0.58 | - | - |
| Retailing | 0.35 | - | - |
| Power | 1.17 | - | - |
| Energy | - | 2.29 | 2.29 |
| Technology | - | 5.73 | 5.73 |
| Consumer Defensive | - | 4.08 | 4.08 |
| Industrials | - | 23.26 | 23.26 |
| Financial Services | - | 24.31 | 24.31 |
| Utilities | - | 2.53 | 2.53 |
| Basic Materials | - | 8.27 | 8.27 |
| Consumer Cyclical | - | 14.96 | 14.96 |
| Healthcare | - | 6.78 | 6.78 |
| Communication Services | - | 2.32 | 2.32 |
| Real Estate | - | 1.32 | 1.32 |
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