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 | ₹4133 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 | 0.36% | 0.36% | 1.39% |
| 6 Month | 7.91% | 7.91% | 8.96% |
| 1 Year | -1.04% | -1.04% | 0.79% |
| 3 Year | 16.19% | 16.19% | 16.84% |
| 5 Year | 18.86% | 18.86% | 20.54% |
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 | 2.64% | 2.64% | 3.62% |
| 1 Year | 11.34% | 11.34% | 13.47% |
| 3 Year | 16.57% | 16.57% | 16.55% |
| 5 Year | 15.85% | 15.85% | 16.64% |
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 | 14.92% | 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 | 5.13 | 5.13 | 5.33 |
| Large Cap | 42.53 | 42.53 | 46.98 |
| Small Cap | 18.41 | 18.41 | 11.52 |
| Mid Cap | 33.94 | 33.94 | 36.16 |
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 | 3.13 | 3.13 | 2.25 |
| Energy | 1.9 | 1.9 | 4.14 |
| Technology | 6.23 | 6.23 | 11.41 |
| Consumer Defensive | 6.41 | 6.41 | 2.57 |
| Industrials | 20.3 | 20.3 | 14.25 |
| Financial Services | 24.15 | 24.15 | 27.67 |
| Utilities | 2.49 | 2.49 | 2.06 |
| Basic Materials | 9.04 | 9.04 | 10.18 |
| Consumer Cyclical | 15.37 | 15.37 | 12.74 |
| Healthcare | 7.27 | 7.27 | 8.63 |
| Communication Services | 2.35 | 2.35 | 2.32 |
| Real Estate | 1.36 | 1.36 | 1.8 |
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