LIC MF Large & Mid Cap Fund vs Edelweiss Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹3055 Cr | ₹3055 Cr | ₹3914 Cr |
Min Investment | ₹5000 | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
Min Addl Investment | ₹500 | ₹500 | ₹100 |
Launch Date | 25 Feb 2015 | 25 Feb 2015 | 14 Jun 2007 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | 46% | 30% |
Expense Ratio | 1.9 | 1.9 | 1.87 |
Manager | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
ISIN Code | INF767K01NB5 | INF767K01NB5 | INF843K01047 |
Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 2.03% | 2.03% | 3.55% |
6 Month | -1.18% | -1.18% | 0.54% |
1 Year | 0.57% | 0.57% | 4.04% |
3 Year | 21.03% | 21.03% | 23.15% |
5 Year | 22.96% | 22.96% | 24.63% |
SIP Return Analysis
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 9.67% | 9.67% | 10.72% |
1 Year | 9.66% | 9.66% | 12.58% |
3 Year | 19.79% | 19.79% | 19.94% |
5 Year | 18.42% | 18.42% | 19.38% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 13.54% | 13.54% | 12.13% |
3 Year | 15.07% | 15.07% | 13.7% |
5 Year | 14.97% | 14.97% | 14.13% |
Risk Management
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 15.31% | 15.31% | 14.39% |
Sharp | 0.96% | 0.96% | 1.11% |
Beta | 0.98% | 0.98% | 0.98% |
Alpha | 1.41% | 1.41% | 2.68% |
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Fund Managers
Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
Total AUM | ₹5898 Cr | ₹5898 Cr | ₹0 Cr |
Funds Managed | 7 | 7 | 9 |
LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 5.87 | 5.87 | 5.73 |
Large Cap | 40.09 | 40.09 | 45.61 |
Small Cap | 17.71 | 17.71 | 11.85 |
Mid Cap | 36.34 | 36.34 | 36.81 |
Sector Allocation
Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 4.16 | 4.16 | 3.15 |
Energy | 2.29 | 2.29 | 5.04 |
Technology | 5.73 | 5.73 | 10.72 |
Consumer Defensive | 4.08 | 4.08 | 2.14 |
Industrials | 23.26 | 23.26 | 14.88 |
Financial Services | 24.31 | 24.31 | 28.42 |
Utilities | 2.53 | 2.53 | 1.87 |
Basic Materials | 8.27 | 8.27 | 9.54 |
Consumer Cyclical | 14.96 | 14.96 | 11.78 |
Healthcare | 6.78 | 6.78 | 7.93 |
Communication Services | 2.32 | 2.32 | 2.48 |
Real Estate | 1.32 | 1.32 | 2.05 |
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