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Edelweiss Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Large 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 Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Fund Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1108 Cr ₹3319 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 20 May 2009 01 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 79% 23%
Expense Ratio 2.16 1.93
Manager Bhavesh Jain Sudhir Kedia
ISIN Code INF754K01046 INF903JA1IZ3
Exits Load Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month 6% 4.72%
6 Month -11.49% -10.21%
1 Year 4.04% 2.3%
3 Year 12.84% 10.4%
5 Year 23.68% -

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month -2.68% -2.85%
1 Year -6.47% -6.28%
3 Year 13.84% 11.13%
5 Year 15.43% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 13.43% 16.09%
3 Year 13.33% 15.35%
5 Year 14.04% -

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.521% 12.412%
Sharp 0.582% 0.415%
Beta 0.937% 0.927%
Alpha 0.513% -1.547%

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Fund Managers

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Name Bhavesh Jain Sudhir Kedia
Total AUM ₹0 Cr ₹10423 Cr
Funds Managed 22 8
Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 3.04 4.17
Large Cap 82.38 86.51
Mid Cap 12.93 7.49
Small Cap 1.65 1.84

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 2.93 4.17
Energy 5.35 5.73
Industrials 7.1 9.32
Technology 10.77 10.54
Healthcare 10.76 7.65
Consumer Defensive 7.04 5.97
Basic Materials 4.91 4
Financial Services 32.37 34.16
Consumer Cyclical 11.32 10.65
Communication Services 4.26 5.88
Utilities 3.19 1.92

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