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Edelweiss Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹28487 Cr ₹4347 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 18 Feb 1994 14 Jun 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 9.01% 30%
Expense Ratio 1.66 1.87
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179KA1RT1 INF843K01047
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 2.38% 2.83%
6 Month 7.38% 6.96%
1 Year 9.16% 6.66%
3 Year 20.23% 17.59%
5 Year 24.79% 20.24%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 2.53% 2.48%
1 Year 15.5% 13.57%
3 Year 17.35% 16.22%
5 Year 18.97% 16.37%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 13.33% 11.71%
3 Year 13.04% 14.15%
5 Year 12.27% 14.32%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.90% 13.65%
Sharp 0.96% 0.77%
Beta 1.01% 0.97%
Alpha 1.34% -1.05%

Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 3.81 5.33
Large Cap 44.55 46.98
Small Cap 13.45 11.52
Mid Cap 38.19 36.16

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 0.73 2.25
Communication Services 3.14 2.32
Energy 3.18 4.14
Technology 9.66 11.41
Consumer Cyclical 14.45 12.74
Healthcare 12.85 8.63
Basic Materials 6.85 10.18
Consumer Defensive 2.74 2.57
Industrials 10.27 14.25
Financial Services 30.08 27.67
Real Estate 2.33 1.8
Utilities 3.73 2.06

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