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Edelweiss Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23140 Cr | ₹3610 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Feb 1994 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.66 | 1.87 |
| Manager | Dhruv Muchhal | Trideep Bhattacharya |
| ISIN Code | INF179KA1RT1 | INF843K01047 |
| 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 | 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 | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.32% | 2.2% |
| 6 Month | -5.75% | -7.47% |
| 1 Year | 9.61% | 10.77% |
| 3 Year | 18.94% | 15.94% |
| 5 Year | 29.89% | 25.34% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.22% | -2.46% |
| 1 Year | -5.6% | -7.13% |
| 3 Year | 18.38% | 15.98% |
| 5 Year | 21.5% | 17.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.17% | 12.44% |
| 3 Year | 10.86% | 13.57% |
| 5 Year | 11.39% | 14.04% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.902% | 14.02% |
| Sharp | 0.746% | 0.675% |
| Beta | 1.012% | 0.965% |
| Alpha | 4.586% | 1.947% |
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Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Trideep Bhattacharya |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 9 |
| HDFC Large and Mid Cap Fund - Growth Option | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.86 | 2.57 |
| Large Cap | 46.7 | 46.81 |
| Small Cap | 15.1 | 14.15 |
| Mid Cap | 36.35 | 36.47 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.03 | 1.51 |
| Communication Services | 2.8 | 1.82 |
| Basic Materials | 5.38 | 7.14 |
| Energy | 3.19 | 3.08 |
| Technology | 11.17 | 14.48 |
| Consumer Cyclical | 13.16 | 17.31 |
| Healthcare | 12.81 | 9.24 |
| Industrials | 11.76 | 12.99 |
| Financial Services | 30.96 | 25.92 |
| Consumer Defensive | 2.49 | 2.29 |
| Utilities | 3.91 | 1.83 |
| Real Estate | 1.35 | 2.38 |
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