Edelweiss Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹26949 Cr | ₹4133 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 | 3.2% | 3.55% |
| 6 Month | 9.66% | 9.15% |
| 1 Year | 5.84% | 3.31% |
| 3 Year | 20.66% | 17.35% |
| 5 Year | 26.81% | 21.85% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.71% | -0.29% |
| 1 Year | 9.4% | 5.68% |
| 3 Year | 15.46% | 13.71% |
| 5 Year | 18.12% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.35% | 11.81% |
| 3 Year | 11.41% | 13.98% |
| 5 Year | 11.57% | 14.26% |
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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