ICICI Prudential Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
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) | ₹26939 Cr | ₹28892 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 | -2.38% | -2.53% |
| 6 Month | 3.9% | 2.07% |
| 1 Year | 8.55% | 1.86% |
| 3 Year | 20.21% | 19.14% |
| 5 Year | 22.69% | 21.68% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.81% | 1.12% |
| 1 Year | 16.25% | 13.75% |
| 3 Year | 18.65% | 15.75% |
| 5 Year | 19.83% | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.14% | 13.19% |
| 3 Year | 17.18% | 13.1% |
| 5 Year | 15.71% | 12.3% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 12.05% | 13.88% |
| Sharp | 1.2% | 0.89% |
| Beta | 0.81% | 1.01% |
| Alpha | 4.04% | 0.81% |
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 | 8.27 | 5.09 |
| Large Cap | 41.48 | 44.28 |
| Mid Cap | 39.03 | 38.78 |
| Small Cap | 11.22 | 11.85 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 5.74 | 1.02 |
| Energy | 3.98 | 3.16 |
| Technology | 5.84 | 10.31 |
| Basic Materials | 9.01 | 6.59 |
| Consumer Defensive | 7.83 | 2.91 |
| Industrials | 8.41 | 9.8 |
| Financial Services | 23.57 | 31.25 |
| Consumer Cyclical | 24.19 | 13.6 |
| Healthcare | 5.1 | 12.4 |
| Real Estate | 0.89 | 2.34 |
| Communication Services | 3.58 | 3.22 |
| Utilities | 1.86 | 3.4 |
Top Comparisons
Kotak Large Cap Fund - Growth
3Y Returns14.97%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.83%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.62%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.04%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.94%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.49%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.29%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.24%