ICICI Prudential Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18624 Cr | ₹23140 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Jul 1998 | 18 Feb 1994 |
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 | 55% | 9.01% |
Expense Ratio | 1.7 | 1.66 |
Manager | Sharmila D'mello | Dhruv Muchhal |
ISIN Code | INF109K01431 | INF179KA1RT1 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | 6.21% | 7.55% |
6 Month | -9.6% | -12.86% |
1 Year | 11.61% | 7.75% |
3 Year | 20.92% | 19.39% |
5 Year | 31.83% | 31.02% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 0.04% | -2.67% |
1 Year | -0.1% | -7.54% |
3 Year | 20.94% | 18.31% |
5 Year | 23.59% | 21.88% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 15.75% | 14.17% |
3 Year | 15.59% | 10.86% |
5 Year | 15.62% | 11.39% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | 12.563% | 14.902% |
Sharp | 0.987% | 0.746% |
Beta | 0.848% | 1.012% |
Alpha | 6.911% | 4.586% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Name | Sharmila D'mello | Dhruv Muchhal |
Total AUM | ₹354743 Cr | ₹520687 Cr |
Funds Managed | 35 | 40 |
ICICI Prudential Large & Mid Cap Fund - Growth | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 6.9 | 1.86 |
Large Cap | 45.29 | 46.7 |
Mid Cap | 37.45 | 36.35 |
Small Cap | 10.36 | 15.1 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 6.59 | 1.03 |
Basic Materials | 13.72 | 5.38 |
Energy | 3.45 | 3.19 |
Technology | 3.66 | 11.17 |
Healthcare | 4.64 | 12.81 |
Consumer Defensive | 8.68 | 2.49 |
Industrials | 7.93 | 11.76 |
Financial Services | 22.79 | 30.96 |
Consumer Cyclical | 23.75 | 13.16 |
Real Estate | 0 | 1.35 |
Communication Services | 2.43 | 2.8 |
Utilities | 2.34 | 3.91 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.8%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns15.49%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns7.11%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.28%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns29.34%
Invesco India Infrastructure Fund - Growth Option
3Y Returns24.08%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns23.25%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28.27%