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) ₹21432 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 18 Feb 1994 05 Feb 2015 05 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 1.68 1.91 1.91
Manager Dhruv Muchhal Yogesh Patil Yogesh Patil
ISIN Code INF179KA1RT1 INF767K01NB5 INF767K01NB5
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 -4.2% -6.37% -6.37%
6 Month 11.92% 12.85% 12.85%
1 Year 34.73% 35.88% 35.88%
3 Year 18.71% 14.05% 14.05%
5 Year 23.56% 18.85% 18.85%

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 18.78% 27.47% 27.47%
3 Year 26.97% 24.91% 24.91%
5 Year 27.47% 22.92% 22.92%

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% 0.73% 0.73%
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 3.49 5.39 5.39
Large Cap 49.85 40.58 40.58
Small Cap 12.27 17.2 17.2
Mid Cap 34.39 36.85 36.85

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 2.51 1.83 1.83
Automobiles 3.09 - -
Telecom - Services 2.16 - -
Petroleum Products 2.8 - -
IT - Software 7.09 - -
Auto Components 4.17 - -
Construction 1.57 0.8 0.8
Pharmaceuticals & Biotechnology 8.21 - -
IT - Services 0.08 - -
Industrial Manufacturing 1 - -
Cement & Cement Products 1.47 - -
Finance 9.38 - -
Healthcare Services 2.45 - -
Banks 20.09 - -
Diversified FMCG 0.81 - -
Non - Ferrous Metals 0.48 - -
Realty 2.19 - -
Agricultural, Commercial & Construction Vehicles 0.85 - -
Chemicals & Petrochemicals 2.06 - -
Leisure Services 1.82 - -
Aerospace & Defense 2.87 - -
Ferrous Metals 1.34 - -
Fertilizers & Agrochemicals 1 - -
Telecom - Equipment & Accessories 0.21 - -
Consumer Durables 2.77 - -
Insurance 2.48 0.9 0.9
Electrical Equipment 0.66 - -
Personal Products 0.52 - -
Transport Services 1.33 - -
Industrial Products 1.98 - -
Gas 1.44 - -
Beverages 0.6 - -
Entertainment 0.75 - -
Agricultural Food & other Products 0.6 - -
Oil 0.77 - -
Retailing 1.83 - -
Capital Markets 0.75 - -
Financial Technology (Fintech) 0.52 - -
Power 2.55 - -
Commercial Services & Supplies 0.46 - -
Textiles & Apparels 0.23 - -
Transport Infrastructure 0.06 - -
Energy - 3.98 3.98
Technology - 4.09 4.09
Financial - 27.22 27.22
Consumer Staples - 3.81 3.81
Materials - 2.95 2.95
Chemicals - 3.69 3.69
Services - 12.7 12.7
Automobile - 10.06 10.06
Capital Goods - 18.23 18.23
Consumer Discretionary - 2.26 2.26
Communication - 0.96 0.96
Healthcare - 2.87 2.87
Diversified - 1.71 1.71
Metals & Mining - 1.18 1.18
Textiles - 0.78 0.78

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