HDFC Large and Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹26949 Cr | ₹3047 Cr | ₹3047 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 18 Feb 1994 | 25 Feb 2015 | 25 Feb 2015 |
| 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 | 9.01% | % | 46% |
| Expense Ratio | 1.66 | 1.9 | 1.9 |
| Manager | Dhruv Muchhal | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF179KA1RT1 | INF767K01NB5 | INF767K01NB5 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 3.2% | 2.57% | 2.57% |
| 6 Month | 9.66% | 8.23% | 8.23% |
| 1 Year | 5.84% | 1.85% | 1.85% |
| 3 Year | 20.66% | 16.43% | 16.43% |
| 5 Year | 26.81% | 20.11% | 20.11% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.74% | -0.09% | -0.09% |
| 1 Year | 9.42% | 5.89% | 5.89% |
| 3 Year | 15.65% | 14.68% | 14.68% |
| 5 Year | 18.14% | 14.77% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 13.35% | 12.96% | 12.96% |
| 3 Year | 11.41% | 15.22% | 15.22% |
| 5 Year | 11.57% | 15.28% | 15.28% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.90% | 14.92% | 14.92% |
| Sharp | 0.96% | 0.66% | 0.66% |
| Beta | 1.01% | 1.04% | 1.04% |
| Alpha | 1.34% | -2.46% | -2.46% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhruv Muchhal | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹520687 Cr | ₹5898 Cr | ₹5898 Cr |
| Funds Managed | 40 | 7 | 7 |
| HDFC Large and Mid Cap Fund - Growth Option | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.81 | 5.13 | 5.13 |
| Large Cap | 44.55 | 42.53 | 42.53 |
| Small Cap | 13.45 | 18.41 | 18.41 |
| Mid Cap | 38.19 | 33.94 | 33.94 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 0.73 | 3.13 | 3.13 |
| Communication Services | 3.14 | 2.35 | 2.35 |
| Energy | 3.18 | 1.9 | 1.9 |
| Technology | 9.66 | 6.23 | 6.23 |
| Consumer Cyclical | 14.45 | 15.37 | 15.37 |
| Healthcare | 12.85 | 7.27 | 7.27 |
| Basic Materials | 6.85 | 9.04 | 9.04 |
| Consumer Defensive | 2.74 | 6.41 | 6.41 |
| Industrials | 10.27 | 20.3 | 20.3 |
| Financial Services | 30.08 | 24.15 | 24.15 |
| Real Estate | 2.33 | 1.36 | 1.36 |
| Utilities | 3.73 | 2.49 | 2.49 |
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