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) | ₹26158 Cr | ₹4042 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 | 3.46% | 3.05% |
6 Month | 17.89% | 16.53% |
1 Year | -1.63% | -1.76% |
3 Year | 20.52% | 17.42% |
5 Year | 25.58% | 21.58% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.07% | 3.79% |
1 Year | 12.32% | 9.6% |
3 Year | 18.23% | 16.79% |
5 Year | 19.9% | 16.96% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.53% | 11.94% |
3 Year | 11.24% | 13.85% |
5 Year | 11.53% | 14.2% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.05% | 13.74% |
Sharp | 0.85% | 0.68% |
Beta | 1.03% | 0.98% |
Alpha | 4.53% | 2.19% |
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 | 4.17 | 5.73 |
Large Cap | 44.14 | 45.21 |
Small Cap | 13.55 | 11.91 |
Mid Cap | 38.13 | 37.15 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.21 | 2.49 |
Communication Services | 3.21 | 2.42 |
Energy | 2.98 | 4.62 |
Technology | 9.8 | 11.74 |
Consumer Cyclical | 14.27 | 12.77 |
Healthcare | 12.67 | 8.85 |
Basic Materials | 6.48 | 10.82 |
Consumer Defensive | 2.64 | 2.15 |
Industrials | 10.77 | 12.57 |
Financial Services | 29.96 | 27.73 |
Real Estate | 2.41 | 1.82 |
Utilities | 3.6 | 2.01 |
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