HDFC Large and Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare

HDFC Large and Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare

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ICICI Prudential Large & Mid Cap Fund - Growth

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HDFC Large and Mid Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Fund	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27745 Cr	₹28980 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Jul 1998	18 Feb 1994
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	55%	9.01%
Expense Ratio	1.7	1.66
Manager	Sharmila D'mello	Dhruv Muchhal
ISIN Code	INF109K01431	INF179KA1RT1
Exits Load	ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
1 Month	0.49%	0.2%
6 Month	3.37%	-0.33%
1 Year	12.7%	8.7%
3 Year	21.16%	20.07%
5 Year	21.52%	20.28%

SIP Return Analysis

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
6 Month	1.17%	-0.09%
1 Year	11.27%	8.93%
3 Year	16.86%	13.71%
5 Year	18.91%	16.85%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
1 Year	15.04%	13.14%
3 Year	17.27%	13.28%
5 Year	15.74%	12.34%

Risk Management

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation	11.55%	13.71%
Sharp	1.19%	0.96%
Beta	0.81%	1.01%
Alpha	3.81%	0.74%

Fund Managers

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Name	Sharmila D'mello	Dhruv Muchhal
Total AUM	₹354743 Cr	₹520687 Cr
Funds Managed	35	40
	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Others	8.11	5
Large Cap	42.08	44.33
Mid Cap	39.14	38.88
Small Cap	10.68	11.8

Sector Allocation

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	HDFC Large and Mid Cap Fund - Growth Option
Others	5.25	0.96
Energy	3.87	3.29
Technology	5.18	10.03
Consumer Cyclical	25.17	14.04
Basic Materials	8.22	6.95
Consumer Defensive	8	2.84
Industrials	9.4	9.77
Financial Services	24.1	31.14
Healthcare	4.62	12.07
Real Estate	1.16	2.29
Communication Services	3.19	3.21
Utilities	1.85	3.41

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