UTI vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
UTI - Master Share-Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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