HDFC Large and Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹26849 Cr | ₹4139 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 1994 | 14 Jun 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 9.01% | 30% |
Expense Ratio | 1.66 | 1.87 |
Manager | Dhruv Muchhal | Trideep Bhattacharya |
ISIN Code | INF179KA1RT1 | INF843K01047 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.56% | -3.32% |
6 Month | 7.52% | 5.29% |
1 Year | -2.04% | -0.81% |
3 Year | 21.36% | 18.26% |
5 Year | 27.2% | 22.66% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.34% | 5.47% |
1 Year | 8.64% | 5.23% |
3 Year | 19.83% | 17.79% |
5 Year | 21.45% | 18.07% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.53% | 11.94% |
3 Year | 11.24% | 13.85% |
5 Year | 11.53% | 14.2% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.53% | 14.39% |
Sharp | 1.25% | 1.11% |
Beta | 1.01% | 0.98% |
Alpha | 4.47% | 2.68% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Trideep Bhattacharya |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 9 |
HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.83 | 4.9 |
Large Cap | 45.07 | 45.43 |
Small Cap | 14.56 | 12.81 |
Mid Cap | 35.53 | 36.87 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.78 | 2.18 |
Communication Services | 3.31 | 2.53 |
Basic Materials | 6.4 | 10.31 |
Energy | 3.2 | 4.95 |
Technology | 9.69 | 11.82 |
Consumer Cyclical | 12.95 | 12.13 |
Healthcare | 12.12 | 7.89 |
Industrials | 11.12 | 14.32 |
Financial Services | 31.13 | 28.06 |
Consumer Defensive | 2.5 | 2.04 |
Real Estate | 2.01 | 1.97 |
Utilities | 3.78 | 1.8 |
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