Edelweiss Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3152 Cr | ₹3152 Cr | ₹4347 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹200 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 25 Feb 2015 | 25 Feb 2015 | 14 Jun 2007 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 46% | 30% |
| Expense Ratio | 1.9 | 1.9 | 1.87 |
| Manager | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
| ISIN Code | INF767K01NB5 | INF767K01NB5 | INF843K01047 |
| Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.49% | -0.49% | 1.45% |
| 6 Month | 2.57% | 2.57% | 6.56% |
| 1 Year | 0.58% | 0.58% | 3.52% |
| 3 Year | 16.64% | 16.64% | 17.8% |
| 5 Year | 17.76% | 17.76% | 19.85% |
SIP Return Analysis
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.34% | 0.34% | 2.29% |
| 1 Year | 7.03% | 7.03% | 12.66% |
| 3 Year | 15.31% | 15.31% | 16.29% |
| 5 Year | 15.25% | 15.25% | 16.6% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.6% | 12.6% | 11.7% |
| 3 Year | 15.36% | 15.36% | 14.2% |
| 5 Year | 15.4% | 15.4% | 14.33% |
Risk Management
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 14.92% | 14.92% | 13.65% |
| Sharp | 0.66% | 0.66% | 0.77% |
| Beta | 1.04% | 1.04% | 0.97% |
| Alpha | -2.46% | -2.46% | -1.05% |
Fund Managers
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹0 Cr |
| Funds Managed | 7 | 7 | 9 |
| LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 5.73 | 5.73 | 4.93 |
| Large Cap | 41.91 | 41.91 | 46.2 |
| Small Cap | 18.18 | 18.18 | 12.31 |
| Mid Cap | 34.17 | 34.17 | 36.57 |
Sector Allocation
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.23 | 3.23 | 1.95 |
| Energy | 2 | 2 | 4.19 |
| Technology | 6.9 | 6.9 | 12.01 |
| Consumer Defensive | 6.17 | 6.17 | 2.59 |
| Industrials | 19.99 | 19.99 | 14.36 |
| Financial Services | 24.4 | 24.4 | 28.71 |
| Utilities | 2.39 | 2.39 | 1.96 |
| Basic Materials | 8.31 | 8.31 | 9.29 |
| Consumer Cyclical | 15.34 | 15.34 | 11.93 |
| Healthcare | 7.24 | 7.24 | 8 |
| Communication Services | 2.52 | 2.52 | 2.43 |
| Real Estate | 1.52 | 1.52 | 2.58 |
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