UTI vs Tata Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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UTI - Master Share-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Fund	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹2408 Cr	₹2408 Cr	₹12482 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹100	₹100	₹100
Min Addl Investment	₹1000	₹1000	₹100
Launch Date	07 May 1998	07 May 1998	30 Jul 2005
Category	Large Cap	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI	BSE 100
Turn Over	20.36%	20.36%	17%
Expense Ratio	2.04	2.04	1.76
Manager	Kapil Malhotra	Kapil Malhotra	Karthikraj Lakshmanan
ISIN Code	INF277K01931	INF277K01931	INF789F01976
Exits Load	Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
1 Month	5.56%	5.56%	6.02%
6 Month	-3.04%	-3.04%	-1.37%
1 Year	6.56%	6.56%	9.1%
3 Year	15.52%	15.52%	13.62%
5 Year	22.34%	22.34%	20.63%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
6 Month	1.28%	1.28%	1.79%
1 Year	-3.68%	-3.68%	-1.46%
3 Year	12.91%	12.91%	11.7%
5 Year	14.54%	14.54%	12.65%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
1 Year	13.34%	13.34%	12.06%
3 Year	13.25%	13.25%	12.16%
5 Year	13.65%	13.65%	13.02%

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Standard Deviation	12.66%	12.66%	11.82%
Sharp	0.61%	0.61%	0.49%
Beta	0.97%	0.97%	0.89%
Alpha	0.6%	0.6%	-0.82%

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Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Name	Kapil Malhotra	Kapil Malhotra	Karthikraj Lakshmanan
Total AUM	₹18472 Cr	₹18472 Cr	₹14959 Cr
Funds Managed	7	7	2
	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	5.73	5.73	4.43
Large Cap	82.46	82.46	87.31
Small Cap	4.47	4.47	0.63
Mid Cap	7.34	7.34	7.63

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	5.73	5.73	4.43
Petroleum Products	5.25	5.25	5.1
Electrical Equipment	2	2	-
IT - Software	6.52	6.52	10.84
Retailing	0.87	0.87	5.49
Personal Products	1.85	1.85	1.84
Construction	3.86	3.86	3.06
Ferrous Metals	3.09	3.09	1.39
Diversified FMCG	2.03	2.03	2.76
Banks	28.27	28.27	26.89
Pharmaceuticals & Biotechnology	6.69	6.69	4.04
Cement & Cement Products	2.84	2.84	0.9
Automobiles	5.86	5.86	5.72
Telecom - Services	2.95	2.95	4.51
Finance	4.07	4.07	3.21
IT - Services	0.83	0.83	-
Consumer Durables	2.55	2.55	1.55
Agricultural Food & other Products	1.73	1.73	1.29
Realty	0.83	0.83	-
Leisure Services	0.98	0.98	0.66
Transport Services	0.83	0.83	1.17
Industrial Manufacturing	0.62	0.62	-
Power	5.4	5.4	2.02
Transport Infrastructure	1.18	1.18	-
Auto Components	1.07	1.07	1.5
Insurance	2.1	2.1	3.47
Industrial Products	-	-	2.08
Healthcare Services	-	-	0.63
Fertilizers & Agrochemicals	-	-	0.44
Beverages	-	-	0.98
Diversified Metals	-	-	1.11
Oil	-	-	1.13
Aerospace & Defense	-	-	0.98
Consumable Fuels	-	-	0.81