LIC MF Large Cap Fund vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1445 Cr | ₹1503 Cr | ₹1503 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 20 May 2009 | 15 Sep 1999 | 15 Sep 1999 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 79% | % | 35% |
| Expense Ratio | 2.16 | 2.13 | 2.13 |
| Manager | Bhavesh Jain | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF754K01046 | INF767K01105 | INF767K01105 |
| Exits Load | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large 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 | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.24% | -0.12% | -0.12% |
| 6 Month | 4.42% | 2.77% | 2.77% |
| 1 Year | 3% | 1.33% | 1.33% |
| 3 Year | 14.66% | 11.82% | 11.82% |
| 5 Year | 15.19% | 13.62% | 13.62% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 2.99% | 1.63% | 1.63% |
| 1 Year | 13.88% | 11.31% | 11.31% |
| 3 Year | 12.86% | 11.23% | 11.23% |
| 5 Year | 13.56% | 10.77% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 12.26% | 12.44% | 12.44% |
| 3 Year | 13.6% | 12.36% | 12.36% |
| 5 Year | 14.25% | 12.41% | 12.41% |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 11.75% | 12.4% | 12.4% |
| Sharp | 0.66% | 0.47% | 0.47% |
| Beta | 0.95% | 1% | 1% |
| Alpha | 0.42% | -2.17% | -2.17% |
Fund Managers
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Bhavesh Jain | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹0 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 22 | 6 | 6 |
| Edelweiss Large Cap Fund - Regular Plan - Growth Option | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 7.61 | 4.08 | 4.08 |
| Large Cap | 78.65 | 82.88 | 82.88 |
| Mid Cap | 12.8 | 5.55 | 5.55 |
| Small Cap | 0.94 | 7.49 | 7.49 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.73 | 2.57 | 2.57 |
| Energy | 7.23 | 6.86 | 6.86 |
| Technology | 8.03 | 5.78 | 5.78 |
| Healthcare | 9.68 | 5.29 | 5.29 |
| Industrials | 9.22 | 11.09 | 11.09 |
| Basic Materials | 6 | 5.43 | 5.43 |
| Consumer Defensive | 5.88 | 8.29 | 8.29 |
| Financial Services | 31.22 | 30.71 | 30.71 |
| Consumer Cyclical | 12.2 | 15.38 | 15.38 |
| Utilities | 3.57 | 4.3 | 4.3 |
| Communication Services | 3.23 | 4.3 | 4.3 |
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