All comparisons
Head-to-head
Tata Value Fund - Direct Plan - Growth OptionvsL&T India Value Fund-Direct Plan-Growth
Side-by-side comparison of Tata Value Fund - Direct Plan - Growth Option and L&T India Value Fund-Direct Plan-Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Tata Value Fund - Direct Plan - Growth Option
3Y ago₹1.49 L
5Y ago₹1.96 L
sector
L&T India Value Fund-Direct Plan-Growth
3Y ago₹1.77 L
5Y ago₹1.68 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Value Fund - Direct Plan -… | L&T India Value Fund-Direct Pla… |
|---|---|---|
| Fund house | Tata Mutual Fund | L&T Mutual Fund |
| Category | Equity Scheme - Value Fund | Equity Scheme - Value Fund |
| Latest NAV | ₹403.2156 | ₹66.2577 |
| Assets managed (AUM) | — | — |
| 1Y return | 5.81% | 7.25% |
| 3Y CAGR | 14.24% | 20.87% |
| 5Y CAGR | 14.41% | 10.98% |
| Since inception CAGR | 16.35% | 18.49% |
| Bumpiness · 3Y (annualised σ) | 15.56 | 22.23 |
| Worst drop ever | -37.90% | -42.96% |
| Sharpe · 3Y (rf=6%) | 0.49 | 0.58 |
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