Mirae Asset Large & Midcap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28892 Cr | ₹43542 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 09 Jul 2010 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 9.01% | 52% |
| Expense Ratio | 1.66 | 1.54 |
| Manager | Dhruv Muchhal | Neelesh Surana |
| ISIN Code | INF179KA1RT1 | INF769K01101 |
| 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 | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.62% | -0.86% |
| 6 Month | -0.1% | 3.11% |
| 1 Year | 5.1% | 8.41% |
| 3 Year | 19.95% | 17.36% |
| 5 Year | 21.73% | 17.26% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.79% | 3.53% |
| 1 Year | 12.35% | 17.91% |
| 3 Year | 15.39% | 15.03% |
| 5 Year | 17.98% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.17% | 14.88% |
| 3 Year | 13.15% | 20.08% |
| 5 Year | 12.33% | 21.39% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.88% | 13.54% |
| Sharp | 0.89% | 0.73% |
| Beta | 1.01% | 0.98% |
| Alpha | 0.81% | -1.46% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Neelesh Surana |
| Total AUM | ₹520687 Cr | ₹49127 Cr |
| Funds Managed | 40 | 2 |
| HDFC Large and Mid Cap Fund - Growth Option | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.09 | 3.52 |
| Large Cap | 44.28 | 52.53 |
| Small Cap | 11.85 | 13.7 |
| Mid Cap | 38.78 | 30.25 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.02 | 0.55 |
| Communication Services | 3.22 | 3.83 |
| Energy | 3.16 | 2.81 |
| Technology | 10.31 | 8.03 |
| Consumer Cyclical | 13.6 | 16.33 |
| Healthcare | 12.4 | 11.13 |
| Basic Materials | 6.59 | 6.36 |
| Consumer Defensive | 2.91 | 4.82 |
| Industrials | 9.8 | 9.93 |
| Financial Services | 31.25 | 30.91 |
| Real Estate | 2.34 | 2.14 |
| Utilities | 3.4 | 3.16 |
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