Edelweiss 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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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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 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) ₹23485 Cr ₹3645 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 1.86% 3.25%
6 Month 0.91% 6%
1 Year 20.28% 24.92%
3 Year 21.32% 18.63%
5 Year 22.99% 21.21%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.59% 20.12%
3 Year 25.49% 24.9%
5 Year 26.74% 24%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.01% 12.13%
3 Year 10.73% 13.44%
5 Year 11.31% 13.97%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.97% 12.38%
Sharp 1.37% 0.97%
Beta 0.96% 0.95%
Alpha 3.24% -0.01%

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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
Fund Manage 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 1.31 3.91
Large Cap 49.45 48.46
Small Cap 12.2 11.4
Mid Cap 37.04 36.23

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 1.31 2.03
Telecom - Services 2.22 -
Petroleum Products 2.61 -
IT - Software 8.83 -
Auto Components 4.16 -
Construction 1.62 5.55
Pharmaceuticals & Biotechnology 9.22 -
IT - Services 0.07 -
Industrial Manufacturing 0.9 -
Cement & Cement Products 1.18 -
Finance 8.81 -
Healthcare Services 3.08 -
Banks 18.76 -
Retailing 2.21 -
Diversified FMCG 1.06 -
Non - Ferrous Metals 0.72 -
Realty 1.73 -
Agricultural, Commercial & Construction Vehicles 1.58 -
Chemicals & Petrochemicals 1.98 -
Leisure Services 1.76 -
Automobiles 3.3 -
Aerospace & Defense 2.31 -
Electrical Equipment 0.53 -
Ferrous Metals 1.1 -
Fertilizers & Agrochemicals 1.03 -
Telecom - Equipment & Accessories 0.17 -
Consumer Durables 2.53 -
Insurance 3.09 0.86
Personal Products 0.49 -
Transport Services 1.5 -
Industrial Products 1.45 -
Gas 1.35 -
Beverages 0.55 -
Entertainment 0.64 -
Agricultural Food & other Products 0.52 -
Oil 0.69 -
Capital Markets 0.99 -
Financial Technology (Fintech) 0.6 -
Power 2.68 -
Commercial Services & Supplies 0.39 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.05 -
Energy - 3.71
Materials - 7.47
Technology - 8.79
Financial - 24.14
Healthcare - 6.04
Metals & Mining - 5.37
Capital Goods - 12.21
Chemicals - 1.43
Automobile - 8.7
Services - 5.85
Consumer Staples - 2.37
Consumer Discretionary - 3.65
Communication - 1.83

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