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) | ₹1287 Cr | ₹1445 Cr | ₹1445 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
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 | 0.38% | -0.61% | -0.61% |
6 Month | 10.01% | 7.9% | 7.9% |
1 Year | -2.27% | -2.08% | -2.08% |
3 Year | 16.12% | 12.43% | 12.43% |
5 Year | 17.28% | 14.86% | 14.86% |
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 | 1.58% | 0.78% | 0.78% |
1 Year | 9.6% | 8.74% | 8.74% |
3 Year | 12.79% | 11.41% | 11.41% |
5 Year | 13.64% | 11.02% | 11.02% |
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 | 12.53% | 11.31% | 11.31% |
3 Year | 13.5% | 11.75% | 11.75% |
5 Year | 14.21% | 12.13% | 12.13% |
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 | 11.93% | 12.4% | 12.4% |
Sharp | 0.74% | 0.5% | 0.5% |
Beta | 0.96% | 0.99% | 0.99% |
Alpha | 0.70% | -2.37% | -2.37% |
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 | 8.9 | 5.46 | 5.46 |
Large Cap | 75.37 | 82.24 | 82.24 |
Mid Cap | 15.14 | 5.05 | 5.05 |
Small Cap | 0.6 | 7.25 | 7.25 |
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 | 6.09 | 3.1 | 3.1 |
Energy | 7.71 | 6.17 | 6.17 |
Technology | 6.94 | 6.75 | 6.75 |
Healthcare | 10.28 | 5.98 | 5.98 |
Industrials | 8.8 | 11.46 | 11.46 |
Basic Materials | 5.34 | 7.69 | 7.69 |
Consumer Defensive | 6.74 | 9.14 | 9.14 |
Financial Services | 31.46 | 29.3 | 29.3 |
Consumer Cyclical | 10.49 | 11.98 | 11.98 |
Communication Services | 3.26 | 4.02 | 4.02 |
Utilities | 2.89 | 4.41 | 4.41 |
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