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) | ₹3141 Cr | ₹3141 Cr | ₹4460 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 | -0.64% | -0.64% | -0.28% |
| 6 Month | -1.16% | -1.16% | 2.1% |
| 1 Year | -0.4% | -0.4% | 3.58% |
| 3 Year | 17.7% | 17.7% | 18.99% |
| 5 Year | 16.4% | 16.4% | 18.71% |
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 | 1.32% | 1.32% | 3.67% |
| 1 Year | 8.68% | 8.68% | 15.24% |
| 3 Year | 14.12% | 14.12% | 15.67% |
| 5 Year | 14.57% | 14.57% | 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 | 12.44% | 12.44% | 11.62% |
| 3 Year | 15.4% | 15.4% | 14.22% |
| 5 Year | 15.47% | 15.47% | 14.35% |
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 | 14.93% | 14.93% | 13.65% |
| Sharp | 0.65% | 0.65% | 0.78% |
| Beta | 1.04% | 1.04% | 0.97% |
| Alpha | -2.27% | -2.27% | -0.60% |
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 | 6.27 | 6.27 | 6.06 |
| Large Cap | 40.88 | 40.88 | 46.81 |
| Small Cap | 17.32 | 17.32 | 10.83 |
| Mid Cap | 35.54 | 35.54 | 36.3 |
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 | 2.86 | 2.86 | 1.52 |
| Energy | 2.12 | 2.12 | 4.22 |
| Technology | 7.11 | 7.11 | 11.91 |
| Consumer Defensive | 6.44 | 6.44 | 2.48 |
| Industrials | 19.32 | 19.32 | 13.23 |
| Financial Services | 24.82 | 24.82 | 29.3 |
| Utilities | 2.28 | 2.28 | 1.8 |
| Basic Materials | 8.39 | 8.39 | 9.05 |
| Consumer Cyclical | 15.95 | 15.95 | 13.35 |
| Healthcare | 6.83 | 6.83 | 7.58 |
| Communication Services | 2.42 | 2.42 | 3.14 |
| Real Estate | 1.46 | 1.46 | 2.41 |
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