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) ₹974 Cr ₹3530 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 20 May 2009 05 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 2.21 1.9
Manager Bhavesh Jain Sudhir Kedia
ISIN Code INF754K01046 INF903JA1IZ3
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month 1.93% 1.21%
6 Month 17.95% 14.15%
1 Year 37.29% 30.4%
3 Year 17.66% 14.74%
5 Year 20% 17.6%

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 14.75% 11.37%
3 Year 35.12% 28.16%
5 Year 65.16% 36.71%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 20.07% 15.39%
3 Year 49.84% 37.18%
5 Year 71.4% 40.81%

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.77% 11.94%
Sharp 0.98% 0.79%
Beta 0.9% 0.91%
Alpha 1.54% -0.84%

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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
Fund Manage 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

Large Cap 76.94 90.26
Others 7.34 5.73
Mid Cap 14.95 3.54
Small Cap 0.71 0.45

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Financial 30.96 33.77
Energy 10.26 11.41
Construction 4.52 6.03
Consumer Staples 6.17 8.61
Communication 3.41 4.94
Automobile 11.59 5.93
Technology 7.42 9.59
Others 0.2 1.19
Healthcare 8.37 6.38
Metals & Mining 3.1 1.12
Materials 2.55 2.54
Capital Goods 5.33 1.16
Services 3.51 5.81
Chemicals 1.44 -
Insurance 0.69 0.59
Consumer Discretionary 0.42 0.91

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