UTI vs Tata Large Cap Fund compare

Link copied to clipboard!

Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

UTI - Master Share-Growth Option

Invest Now

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)	₹2827 Cr	₹2827 Cr	₹13399 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	-0.23%	-0.23%	-0.08%
6 Month	5.59%	5.59%	4.29%
1 Year	6.23%	6.23%	6.93%
3 Year	14.23%	14.23%	12.65%
5 Year	16.26%	16.26%	13.5%

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	3.97%	3.97%	2.86%
1 Year	16.49%	16.49%	13.47%
3 Year	13.68%	13.68%	12.11%
5 Year	13.83%	13.83%	11.73%

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%	11.31%
3 Year	14.41%	14.41%	12.23%
5 Year	14.09%	14.09%	13.36%

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	0.69%	0.69%	0.56%
Beta	0.97%	0.97%	0.89%
Alpha	0.59%	0.59%	-0.73%

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	8.9	8.9	7.37
Large Cap	80.25	80.25	83.06
Mid Cap	4.36	4.36	8.72
Small Cap	6.5	6.5	0.85

Scheme Name	Tata Large Cap Fund -Regular Plan - Growth Option	Tata Large Cap Fund -Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	3.32	3.32	1.42
Energy	5.82	5.82	6.95
Industrials	8.27	8.27	10.13
Technology	10.34	10.34	12.82
Financial Services	33.75	33.75	33.73
Basic Materials	7.97	7.97	5.44
Consumer Defensive	5.91	5.91	8.89
Consumer Cyclical	16.76	16.76	11.54
Healthcare	1.05	1.05	3.06
Communication Services	2.42	2.42	4.97
Utilities	4.39	4.39	1.04