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) | ₹26406 Cr | ₹4063 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 | -1.38% | -0.76% |
6 Month | 13.06% | 12.31% |
1 Year | -0.84% | -0.08% |
3 Year | 20.94% | 17.96% |
5 Year | 25.06% | 21.63% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.94% | 3.08% |
1 Year | 7.51% | 5.53% |
3 Year | 18.58% | 17.18% |
5 Year | 20.58% | 17.59% |
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 | 13.97% | 13.75% |
Sharp | 1.00% | 0.82% |
Beta | 1.02% | 0.98% |
Alpha | 4.48% | 2.21% |
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 | 3.57 | 5.86 |
Large Cap | 44.13 | 44.8 |
Small Cap | 14.19 | 12.37 |
Mid Cap | 38.11 | 36.98 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.65 | 3.06 |
Communication Services | 3.21 | 2.45 |
Energy | 3.12 | 4.73 |
Technology | 9.6 | 11.27 |
Consumer Cyclical | 13.7 | 11.71 |
Healthcare | 12.95 | 9.15 |
Industrials | 10.83 | 13.07 |
Basic Materials | 6.59 | 10.86 |
Consumer Defensive | 2.6 | 2.11 |
Financial Services | 30.65 | 27.9 |
Real Estate | 2.4 | 1.87 |
Utilities | 3.7 | 1.82 |
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