Edelweiss Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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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