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) | ₹23140 Cr | ₹3610 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 | 2.92% | 2.33% |
6 Month | -3.65% | -5.65% |
1 Year | 5.76% | 8.05% |
3 Year | 19.64% | 16.74% |
5 Year | 28.14% | 23.73% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.59% | -0.79% |
1 Year | -3.84% | -5.94% |
3 Year | 19.08% | 16.61% |
5 Year | 21.77% | 17.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.17% | 12.44% |
3 Year | 10.86% | 13.57% |
5 Year | 11.39% | 14.04% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.902% | 14.02% |
Sharp | 0.746% | 0.675% |
Beta | 1.012% | 0.965% |
Alpha | 4.586% | 1.947% |
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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 | 1.86 | 2.57 |
Large Cap | 46.7 | 46.81 |
Small Cap | 15.1 | 14.15 |
Mid Cap | 36.35 | 36.47 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.03 | 1.51 |
Communication Services | 2.8 | 1.82 |
Basic Materials | 5.38 | 7.14 |
Energy | 3.19 | 3.08 |
Technology | 11.17 | 14.48 |
Consumer Cyclical | 13.16 | 17.31 |
Healthcare | 12.81 | 9.24 |
Industrials | 11.76 | 12.99 |
Financial Services | 30.96 | 25.92 |
Consumer Defensive | 2.49 | 2.29 |
Utilities | 3.91 | 1.83 |
Real Estate | 1.35 | 2.38 |
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