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) | ₹28892 Cr | ₹4460 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 | -1.86% | -0.85% |
| 6 Month | 2.31% | 2.92% |
| 1 Year | 2.6% | -0.29% |
| 3 Year | 19.15% | 17.64% |
| 5 Year | 21.71% | 18.35% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.12% | 2.63% |
| 1 Year | 13.75% | 15.47% |
| 3 Year | 15.75% | 15.75% |
| 5 Year | 17.91% | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.17% | 11.62% |
| 3 Year | 13.15% | 14.22% |
| 5 Year | 12.33% | 14.35% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 13.65% |
| Sharp | 0.89% | 0.78% |
| Beta | 1.01% | 0.97% |
| Alpha | 0.81% | -0.60% |
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 | 5.09 | 6.06 |
| Large Cap | 44.28 | 46.81 |
| Small Cap | 11.85 | 10.83 |
| Mid Cap | 38.78 | 36.3 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.02 | 1.52 |
| Communication Services | 3.22 | 3.14 |
| Energy | 3.16 | 4.22 |
| Technology | 10.31 | 11.91 |
| Consumer Cyclical | 13.6 | 13.35 |
| Healthcare | 12.4 | 7.58 |
| Basic Materials | 6.59 | 9.05 |
| Consumer Defensive | 2.91 | 2.48 |
| Industrials | 9.8 | 13.23 |
| Financial Services | 31.25 | 29.3 |
| Real Estate | 2.34 | 2.41 |
| Utilities | 3.4 | 1.8 |
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