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LIC MF Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹26158 Cr ₹3013 Cr ₹3013 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 18 Feb 1994 25 Feb 2015 25 Feb 2015
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 9.01% % 46%
Expense Ratio 1.66 1.9 1.9
Manager Dhruv Muchhal Yogesh Patil Yogesh Patil
ISIN Code INF179KA1RT1 INF767K01NB5 INF767K01NB5
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month 2.49% 2.23% 2.23%
6 Month 17.4% 14.22% 14.22%
1 Year -2.39% -4.02% -4.02%
3 Year 19.2% 14.91% 14.91%
5 Year 25.26% 19.81% 19.81%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month 4.07% 2.69% 2.69%
1 Year 12.32% 7.26% 7.26%
3 Year 18.23% 16.78% 16.78%
5 Year 19.9% 16.1% 16.1%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 13.53% 13.18% 13.18%
3 Year 11.24% 15.19% 15.19%
5 Year 11.53% 15.17% 15.17%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 14.05% 14.91% 14.91%
Sharp 0.85% 0.56% 0.56%
Beta 1.03% 1.00% 1.00%
Alpha 4.53% 1.09% 1.09%

Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Dhruv Muchhal Yogesh Patil Yogesh Patil
Total AUM ₹520687 Cr ₹5898 Cr ₹5898 Cr
Funds Managed 40 7 7
HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 3.57 4.14 4.14
Large Cap 44.13 40.93 40.93
Small Cap 14.19 19.44 19.44
Mid Cap 38.11 35.49 35.49

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 0.65 2.42 2.42
Communication Services 3.21 1.99 1.99
Energy 3.12 1.9 1.9
Technology 9.6 6.11 6.11
Consumer Cyclical 13.7 15.27 15.27
Healthcare 12.95 7.32 7.32
Industrials 10.83 22.71 22.71
Basic Materials 6.59 7.85 7.85
Consumer Defensive 2.6 5.42 5.42
Financial Services 30.65 25.01 25.01
Real Estate 2.4 1.44 1.44
Utilities 3.7 2.57 2.57

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