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) | ₹2916 Cr | ₹2916 Cr | ₹3610 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | 5.57% | 5.57% | 6.65% |
6 Month | -7.21% | -7.21% | -6.9% |
1 Year | 9.73% | 9.73% | 10.02% |
3 Year | 16.39% | 16.39% | 18.31% |
5 Year | 23.13% | 23.13% | 24.56% |
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 | -1.56% | -1.56% | -1.31% |
1 Year | -9.36% | -9.36% | -7.49% |
3 Year | 14.99% | 14.99% | 14.83% |
5 Year | 15.91% | 15.91% | 16.65% |
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 | 13.91% | 13.91% | 12.44% |
3 Year | 15.15% | 15.15% | 13.57% |
5 Year | 14.36% | 14.36% | 14.04% |
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 | 15.222% | 15.222% | 14.02% |
Sharp | 0.407% | 0.407% | 0.675% |
Beta | 0.962% | 0.962% | 0.965% |
Alpha | -0.018% | -0.018% | 1.947% |
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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 | 6.28 | 6.28 | 2.57 |
Large Cap | 40.11 | 40.11 | 46.81 |
Small Cap | 17.15 | 17.15 | 14.15 |
Mid Cap | 36.45 | 36.45 | 36.47 |
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 | 3.86 | 3.86 | 1.51 |
Energy | 3.14 | 3.14 | 3.08 |
Technology | 6.14 | 6.14 | 14.48 |
Consumer Defensive | 2.77 | 2.77 | 2.29 |
Financial Services | 24.53 | 24.53 | 25.92 |
Utilities | 2.41 | 2.41 | 1.83 |
Basic Materials | 9.16 | 9.16 | 7.14 |
Consumer Cyclical | 16.41 | 16.41 | 17.31 |
Industrials | 22.2 | 22.2 | 12.99 |
Communication Services | 1.74 | 1.74 | 1.82 |
Healthcare | 6.48 | 6.48 | 9.24 |
Real Estate | 1.16 | 1.16 | 2.38 |
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