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) | ₹1408 Cr | ₹1498 Cr | ₹1498 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 | 1.87% | 0.46% | 0.46% |
| 6 Month | 4.95% | 3.1% | 3.1% |
| 1 Year | 3.88% | 1.82% | 1.82% |
| 3 Year | 14.43% | 11.03% | 11.03% |
| 5 Year | 15.8% | 12.72% | 12.72% |
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 | 3.84% | 2.37% | 2.37% |
| 1 Year | 14.8% | 11.95% | 11.95% |
| 3 Year | 13.19% | 11.49% | 11.49% |
| 5 Year | 13.81% | 10.98% | 10.98% |
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 | 11.82% | 12.4% | 12.4% |
| Sharp | 0.71% | 0.47% | 0.47% |
| Beta | 0.95% | 1% | 1% |
| Alpha | 0.44% | -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 | 3.16 | 3.16 |
| Large Cap | 78.65 | 83.53 | 83.53 |
| Mid Cap | 12.8 | 7.5 | 7.5 |
| Small Cap | 0.94 | 5.79 | 5.79 |
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 | 3.16 | 3.16 |
| Energy | 7.23 | - | - |
| Technology | 8.03 | - | - |
| Healthcare | 9.68 | - | - |
| Industrials | 9.22 | - | - |
| Basic Materials | 6 | - | - |
| Consumer Defensive | 5.88 | - | - |
| Financial Services | 31.22 | - | - |
| Consumer Cyclical | 12.2 | - | - |
| Utilities | 3.57 | - | - |
| Communication Services | 3.23 | - | - |
| Petroleum Products | - | 6.52 | 6.52 |
| IT - Software | - | 5.06 | 5.06 |
| IT - Services | - | 0.46 | 0.46 |
| Construction | - | 5.04 | 5.04 |
| Finance | - | 4.61 | 4.61 |
| Diversified FMCG | - | 5.24 | 5.24 |
| Banks | - | 24.88 | 24.88 |
| Pharmaceuticals & Biotechnology | - | 3.66 | 3.66 |
| Cement & Cement Products | - | 3.31 | 3.31 |
| Leisure Services | - | 1.3 | 1.3 |
| Aerospace & Defense | - | 3.06 | 3.06 |
| Power | - | 3.21 | 3.21 |
| Automobiles | - | 5.89 | 5.89 |
| Insurance | - | 1.75 | 1.75 |
| Gas | - | 1.3 | 1.3 |
| Beverages | - | 2.75 | 2.75 |
| Electrical Equipment | - | 0.27 | 0.27 |
| Cigarettes & Tobacco Products | - | 0.22 | 0.22 |
| Consumer Durables | - | 2.63 | 2.63 |
| Chemicals & Petrochemicals | - | 1.4 | 1.4 |
| Auto Components | - | 2.15 | 2.15 |
| Telecom - Services | - | 4.21 | 4.21 |
| Healthcare Services | - | 1.51 | 1.51 |
| Minerals & Mining | - | 0.81 | 0.81 |
| Retailing | - | 2.61 | 2.61 |
| Industrial Products | - | 1.78 | 1.78 |
| Textiles & Apparels | - | 0.44 | 0.44 |
| Other Utilities | - | 0.75 | 0.75 |
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