- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
ITI Large Cap Fund Regular vs Tata Large Cap Fund compare
ITI Large Cap Fund Regular - Growth
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Fund | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹364 Cr | ₹2408 Cr | ₹2408 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 24 Dec 2020 | 07 May 1998 | 07 May 1998 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | % | 20.36% | 20.36% |
| Expense Ratio | 2.37 | 2.04 | 2.04 |
| Manager | Rohan Korde | Kapil Malhotra | Kapil Malhotra |
| ISIN Code | INF00XX01770 | INF277K01931 | INF277K01931 |
| Exits Load | ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 8.46% | 5.77% | 5.77% |
| 6 Month | -1.26% | 0.34% | 0.34% |
| 1 Year | 3.62% | 4.91% | 4.91% |
| 3 Year | 17.88% | 18.26% | 18.26% |
| 5 Year | - | 21.9% | 21.9% |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 7.73% | 6.78% | 6.78% |
| 1 Year | 5.92% | 5.82% | 5.82% |
| 3 Year | 14.94% | 15.3% | 15.3% |
| 5 Year | - | 15.83% | 15.83% |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 11.08% | 12.99% | 12.99% |
| 3 Year | 13.79% | 13.25% | 13.25% |
| 5 Year | - | 13.75% | 13.75% |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 13.325% | 12.66% | 12.66% |
| Sharp | 0.377% | 0.61% | 0.61% |
| Beta | 0.955% | 0.97% | 0.97% |
| Alpha | -1.882% | 0.6% | 0.6% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Name | Rohan Korde | Kapil Malhotra | Kapil Malhotra |
| Total AUM | ₹4626 Cr | ₹18472 Cr | ₹18472 Cr |
| Funds Managed | 10 | 7 | 7 |
| ITI Large Cap Fund Regular - Growth | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.15 | 5.62 | 5.62 |
| Large Cap | 79.83 | 83.8 | 83.8 |
| Small Cap | 11.61 | 3.3 | 3.3 |
| Mid Cap | 4.41 | 7.28 | 7.28 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.42 | 5.62 | 5.62 |
| Energy | 7.48 | - | - |
| Industrials | 16.97 | - | - |
| Technology | 12.99 | - | - |
| Consumer Defensive | 3.37 | - | - |
| Basic Materials | 4.79 | - | - |
| Financial Services | 26.49 | - | - |
| Real Estate | 2.14 | - | - |
| Healthcare | 8.17 | - | - |
| Consumer Cyclical | 8.05 | - | - |
| Communication Services | 3.14 | - | - |
| Utilities | 3.98 | - | - |
| Petroleum Products | - | 5.59 | 5.59 |
| Electrical Equipment | - | 1.98 | 1.98 |
| IT - Software | - | 6.14 | 6.14 |
| Retailing | - | 0.81 | 0.81 |
| Construction | - | 3.56 | 3.56 |
| Ferrous Metals | - | 3.59 | 3.59 |
| Diversified FMCG | - | 2.26 | 2.26 |
| Banks | - | 28.58 | 28.58 |
| Pharmaceuticals & Biotechnology | - | 6.67 | 6.67 |
| Cement & Cement Products | - | 2.72 | 2.72 |
| Automobiles | - | 6 | 6 |
| Telecom - Services | - | 3.16 | 3.16 |
| Finance | - | 3.7 | 3.7 |
| IT - Services | - | 0.75 | 0.75 |
| Consumer Durables | - | 2.55 | 2.55 |
| Agricultural Food & other Products | - | 1.82 | 1.82 |
| Personal Products | - | 0.82 | 0.82 |
| Realty | - | 0.8 | 0.8 |
| Leisure Services | - | 0.9 | 0.9 |
| Transport Services | - | 0.83 | 0.83 |
| Industrial Manufacturing | - | 0.61 | 0.61 |
| Power | - | 5.33 | 5.33 |
| Transport Infrastructure | - | 1.17 | 1.17 |
| Auto Components | - | 1.84 | 1.84 |
| Insurance | - | 2.2 | 2.2 |
Top Comparisons
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.45%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.91%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.51%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.4%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns23.41%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns20.67%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns17.37%
