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

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

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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

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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) ₹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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