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) | ₹3047 Cr | ₹3047 Cr | ₹4042 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 | -0.29% | -0.29% | -0.28% |
6 Month | 11.19% | 11.19% | 13.65% |
1 Year | -3.92% | -3.92% | -2.82% |
3 Year | 16.54% | 16.54% | 17.84% |
5 Year | 19.51% | 19.51% | 21.19% |
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 | 1.11% | 1.11% | 1.75% |
1 Year | 8.11% | 8.11% | 10.23% |
3 Year | 15.95% | 15.95% | 15.91% |
5 Year | 15.52% | 15.52% | 16.31% |
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 | 12.96% | 12.96% | 11.81% |
3 Year | 15.22% | 15.22% | 13.98% |
5 Year | 15.28% | 15.28% | 14.26% |
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 | 14.85% | 14.85% | 13.60% |
Sharp | 0.60% | 0.60% | 0.75% |
Beta | 1.02% | 1.02% | 0.99% |
Alpha | -0.07% | -0.07% | 1.49% |
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 | 4.04 | 4.04 | 5.73 |
Large Cap | 42.61 | 42.61 | 45.21 |
Small Cap | 18.15 | 18.15 | 11.91 |
Mid Cap | 35.21 | 35.21 | 37.15 |
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 | 1.89 | 1.89 | 2.49 |
Energy | 1.91 | 1.91 | 4.62 |
Technology | 6.47 | 6.47 | 11.74 |
Consumer Defensive | 5.45 | 5.45 | 2.15 |
Industrials | 20.81 | 20.81 | 12.57 |
Financial Services | 24.46 | 24.46 | 27.73 |
Utilities | 2.47 | 2.47 | 2.01 |
Basic Materials | 8.93 | 8.93 | 10.82 |
Consumer Cyclical | 16.5 | 16.5 | 12.77 |
Healthcare | 7.26 | 7.26 | 8.85 |
Communication Services | 2.41 | 2.41 | 2.42 |
Real Estate | 1.42 | 1.42 | 1.82 |
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