LIC MF Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
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
Chart Comparison
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) | ₹28892 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -0.16% | -0.19% | -0.19% |
| 6 Month | 1.26% | -1.21% | -1.21% |
| 1 Year | 5.94% | -0.35% | -0.35% |
| 3 Year | 20.44% | 17.55% | 17.55% |
| 5 Year | 21.86% | 16.14% | 16.14% |
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 | 1.79% | 1.32% | 1.32% |
| 1 Year | 12.35% | 8.68% | 8.68% |
| 3 Year | 15.39% | 14.12% | 14.12% |
| 5 Year | 17.98% | 14.57% | 14.57% |
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 | 13.17% | 12.44% | 12.44% |
| 3 Year | 13.15% | 15.4% | 15.4% |
| 5 Year | 12.33% | 15.47% | 15.47% |
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 | 12.97% | 12.59% | 12.59% |
| Sharp | 0.96% | 0.71% | 0.71% |
| Beta | 1.01% | 1.04% | 1.04% |
| Alpha | 0.84% | -2.24% | -2.24% |
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 | 5.09 | 6.27 | 6.27 |
| Large Cap | 44.28 | 40.88 | 40.88 |
| Small Cap | 11.85 | 17.32 | 17.32 |
| Mid Cap | 38.78 | 35.54 | 35.54 |
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 | 1.02 | 2.86 | 2.86 |
| Communication Services | 3.22 | 2.42 | 2.42 |
| Energy | 3.16 | 2.12 | 2.12 |
| Technology | 10.31 | 7.11 | 7.11 |
| Consumer Cyclical | 13.6 | 15.95 | 15.95 |
| Healthcare | 12.4 | 6.83 | 6.83 |
| Basic Materials | 6.59 | 8.39 | 8.39 |
| Consumer Defensive | 2.91 | 6.44 | 6.44 |
| Industrials | 9.8 | 19.32 | 19.32 |
| Financial Services | 31.25 | 24.82 | 24.82 |
| Real Estate | 2.34 | 1.46 | 1.46 |
| Utilities | 3.4 | 2.28 | 2.28 |
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