LIC MF 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 LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹23485 Cr ₹3083 Cr ₹3083 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 18 Feb 1994 25 Feb 2015 25 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY LARGE MIDCAP 250 TRI NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 9.01% % 46%
Expense Ratio 1.66 1.91 1.91
Manager Dhruv Muchhal Yogesh Patil Yogesh Patil
ISIN Code INF179KA1RT1 INF767K01NB5 INF767K01NB5
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 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - 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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month 1.83% 2.17% 2.17%
6 Month 0.28% 3.33% 3.33%
1 Year 22.99% 30.71% 30.71%
3 Year 22.65% 18.13% 18.13%
5 Year 22.94% 19.08% 19.08%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month - - -
1 Year 11.59% 21.43% 21.43%
3 Year 25.49% 24.61% 24.61%
5 Year 26.74% 22.84% 22.84%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 14.01% 13.43% 13.43%
3 Year 10.73% 15.11% 15.11%
5 Year 11.31% 14% 14%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 12.97% 12.59% 12.59%
Sharp 1.37% 0.79% 0.79%
Beta 0.96% 0.92% 0.92%
Alpha 3.24% -0.42% -0.42%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Dhruv Muchhal Yogesh Patil Yogesh Patil
Total AUM ₹520687 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 40 7 7
HDFC Large and Mid Cap Fund - Growth Option LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 1.31 2.55 2.55
Large Cap 49.45 40.75 40.75
Small Cap 12.2 18.63 18.63
Mid Cap 37.04 38.05 38.05

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 1.31 2.55 2.55
Telecom - Services 2.22 1.52 1.52
Petroleum Products 2.61 2.74 2.74
IT - Software 8.83 4.75 4.75
Auto Components 4.16 6.67 6.67
Construction 1.62 1.07 1.07
Pharmaceuticals & Biotechnology 9.22 2.92 2.92
IT - Services 0.07 0.43 0.43
Industrial Manufacturing 0.9 4.77 4.77
Cement & Cement Products 1.18 1.33 1.33
Finance 8.81 8.52 8.52
Healthcare Services 3.08 2.38 2.38
Banks 18.76 14.6 14.6
Retailing 2.21 4.25 4.25
Diversified FMCG 1.06 2.06 2.06
Non - Ferrous Metals 0.72 1.07 1.07
Realty 1.73 1.12 1.12
Agricultural, Commercial & Construction Vehicles 1.58 - -
Chemicals & Petrochemicals 1.98 1.43 1.43
Leisure Services 1.76 3.41 3.41
Automobiles 3.3 2.35 2.35
Aerospace & Defense 2.31 1.66 1.66
Electrical Equipment 0.53 4.2 4.2
Ferrous Metals 1.1 - -
Fertilizers & Agrochemicals 1.03 2.55 2.55
Telecom - Equipment & Accessories 0.17 - -
Consumer Durables 2.53 2.41 2.41
Insurance 3.09 2.27 2.27
Personal Products 0.49 - -
Transport Services 1.5 1.54 1.54
Industrial Products 1.45 9.42 9.42
Gas 1.35 0.68 0.68
Beverages 0.55 - -
Entertainment 0.64 - -
Agricultural Food & other Products 0.52 0.94 0.94
Oil 0.69 - -
Capital Markets 0.99 - -
Financial Technology (Fintech) 0.6 - -
Power 2.68 1.24 1.24
Commercial Services & Supplies 0.39 - -
Textiles & Apparels 0.23 1.2 1.2
Transport Infrastructure 0.05 0.76 0.76
Diversified - 1.17 1.17

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