LIC MF Multi Cap Fund Regular vs Edelweiss Multi Cap Fund compare
Edelweiss Multi Cap Fund - Regular (G)
LIC MF Multi Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Fund | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3175 Cr | ₹1828 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Oct 2023 | 31 Oct 2022 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | % |
| Expense Ratio | 1.94 | 2.06 |
| Manager | Trideep Bhattacharya | Yogesh Patil |
| ISIN Code | INF754K01RW0 | INF767K01RH3 |
| Exits Load | Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.68% | -6.53% |
| 6 Month | -0.32% | -4.78% |
| 1 Year | 8.94% | 4.43% |
| 3 Year | - | 19.09% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.51% | -6.33% |
| 1 Year | 1.4% | -5.34% |
| 3 Year | - | 10.21% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 4.94% | 24.91% |
| 3 Year | - | 20.15% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | 0.95% |
| Beta | - | 0.99% |
| Alpha | - | 1.46% |
Fund Managers
| Scheme Name | Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Yogesh Patil |
| Total AUM | ₹0 Cr | ₹5898 Cr |
| Funds Managed | 9 | 7 |
| Edelweiss Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Edelweiss Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.59 | 9.81 |
| Large Cap | 38.9 | 36.6 |
| Small Cap | 27.3 | 29.38 |
| Mid Cap | 23.22 | 24.22 |
Sector Allocation
| Scheme Name |
Edelweiss Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 1.65 | 3.92 |
| Energy | 4.02 | 1.75 |
| Technology | 10.46 | 9.49 |
| Consumer Defensive | 5.88 | 9.34 |
| Consumer Cyclical | 13.64 | 17.67 |
| Industrials | 9.17 | 15 |
| Basic Materials | 9.42 | 8.65 |
| Healthcare | 8 | 8.77 |
| Financial Services | 32.01 | 20.37 |
| Real Estate | 1.83 | 1.2 |
| Communication Services | 1.67 | 2.5 |
| Utilities | 2.26 | 1.34 |
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