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) | ₹1456 Cr | ₹1493 Cr | ₹1493 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 | -2.31% | -3.55% | -3.55% |
| 6 Month | 1.05% | -2.16% | -2.16% |
| 1 Year | 6.17% | 3.01% | 3.01% |
| 3 Year | 14.49% | 11.19% | 11.19% |
| 5 Year | 12.99% | 9.98% | 9.98% |
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 | 0.7% | -1.08% | -1.08% |
| 1 Year | 8.5% | 4.46% | 4.46% |
| 3 Year | 11.01% | 8.99% | 8.99% |
| 5 Year | 12.65% | 9.59% | 9.59% |
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 | 12.11% | 12.38% | 12.38% |
| 3 Year | 13.66% | 12.34% | 12.34% |
| 5 Year | 14.27% | 12.39% | 12.39% |
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 | 11.77% | 12.4% | 12.4% |
| Sharp | 0.83% | 0.54% | 0.54% |
| Beta | 0.94% | 1% | 1% |
| Alpha | 1.07% | -2.35% | -2.35% |
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 | 6.89 | 4.08 | 4.08 |
| Large Cap | 76.98 | 82.11 | 82.11 |
| Mid Cap | 15.37 | 6.13 | 6.13 |
| Small Cap | 0.77 | 7.68 | 7.68 |
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 | 2.84 | 2.3 | 2.3 |
| Energy | 7.66 | 6.91 | 6.91 |
| Technology | 7.82 | 5.89 | 5.89 |
| Consumer Defensive | 5.81 | 8.12 | 8.12 |
| Industrials | 7.61 | 11.85 | 11.85 |
| Basic Materials | 5.66 | 5.64 | 5.64 |
| Healthcare | 7.79 | 5.56 | 5.56 |
| Financial Services | 35.76 | 30.9 | 30.9 |
| Consumer Cyclical | 12.99 | 15.49 | 15.49 |
| Communication Services | 3.85 | 4.33 | 4.33 |
| Utilities | 2.2 | 3 | 3 |
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