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) | ₹3101 Cr | ₹3101 Cr | ₹4063 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 | -2.84% | -2.84% | -1.86% |
6 Month | 13.77% | 13.77% | 13.61% |
1 Year | -6.07% | -6.07% | -4.06% |
3 Year | 15.36% | 15.36% | 16.72% |
5 Year | 19.08% | 19.08% | 20.62% |
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 | -0.8% | -0.8% | 0.49% |
1 Year | -0.53% | -0.53% | 1.18% |
3 Year | 14.89% | 14.89% | 14.82% |
5 Year | 15.37% | 15.37% | 16.2% |
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 | 13.18% | 13.18% | 11.94% |
3 Year | 15.19% | 15.19% | 13.85% |
5 Year | 15.17% | 15.17% | 14.2% |
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 | 14.76% | 14.76% | 13.75% |
Sharp | 0.72% | 0.72% | 0.82% |
Beta | 0.98% | 0.98% | 0.98% |
Alpha | 1.41% | 1.41% | 2.21% |
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 | 4.14 | 4.14 | 5.86 |
Large Cap | 40.93 | 40.93 | 44.8 |
Small Cap | 19.44 | 19.44 | 12.37 |
Mid Cap | 35.49 | 35.49 | 36.98 |
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 | 2.42 | 2.42 | 3.06 |
Energy | 1.9 | 1.9 | 4.73 |
Technology | 6.11 | 6.11 | 11.27 |
Consumer Defensive | 5.42 | 5.42 | 2.11 |
Industrials | 22.71 | 22.71 | 13.07 |
Financial Services | 25.01 | 25.01 | 27.9 |
Utilities | 2.57 | 2.57 | 1.82 |
Basic Materials | 7.85 | 7.85 | 10.86 |
Consumer Cyclical | 15.27 | 15.27 | 11.71 |
Healthcare | 7.32 | 7.32 | 9.15 |
Communication Services | 1.99 | 1.99 | 2.45 |
Real Estate | 1.44 | 1.44 | 1.87 |
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