Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹28677 Cr ₹3610 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 May 2005 14 Jun 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 25% 30%
Expense Ratio 1.61 1.87
Manager Pradeep Kesavan Trideep Bhattacharya
ISIN Code INF200K01305 INF843K01047
Exits Load SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -2.73% -4.69%
6 Month -8.26% -10.64%
1 Year 6.88% 6.62%
3 Year 15.84% 14.89%
5 Year 17.86% 17.34%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year -4.69% -8.32%
3 Year 14.94% 15.13%
5 Year 19.22% 18.17%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.74% 12.44%
3 Year 14.69% 13.57%
5 Year 14.88% 14.04%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.75% 14.02%
Sharp 0.67% 0.675%
Beta 0.89% 0.965%
Alpha -0.25% 1.947%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Trideep Bhattacharya
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 9
SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 5.09 3.91
Large Cap 41.17 48.46
Small Cap 16.17 11.4
Mid Cap 37.57 36.23

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 5.09 2.03
Petroleum Products 3.53 -
IT - Software 8.62 -
Pharmaceuticals & Biotechnology 9.78 -
Industrial Manufacturing 1.8 -
Cement & Cement Products 5.32 -
Diversified FMCG 2.23 -
Non - Ferrous Metals 3.64 -
Banks 15.57 -
Auto Components 5.52 -
Ferrous Metals 2.43 -
Personal Products 2.9 -
Telecom - Services 3.28 -
Insurance 1.13 0.86
Capital Markets 2.87 -
Consumer Durables 4.67 -
Chemicals & Petrochemicals 1.1 -
Transport Services 0.93 -
Finance 3.31 -
Industrial Products 1.74 -
Construction 1.27 5.55
Agricultural, Commercial & Construction Vehicles 1.96 -
Gas 0.42 -
Retailing 1.04 -
Food Products 0.57 -
Automobiles 0.99 -
Healthcare Services 0.71 -
Beverages 1.04 -
Textiles & Apparels 1.87 -
Leisure Services 1.8 -
Power 2.87 -
Energy - 3.71
Materials - 7.47
Technology - 8.79
Financial - 24.14
Healthcare - 6.04
Metals & Mining - 5.37
Capital Goods - 12.21
Chemicals - 1.43
Automobile - 8.7
Services - 5.85
Consumer Staples - 2.37
Consumer Discretionary - 3.65
Communication - 1.83

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.34%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns20.78%

VS

UTI Mid Cap Fund-Growth Option UTI Mid Cap Fund-Growth Option

3Y Returns13.71%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns10.26%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.27%

VS

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns5.96%

Compare Now
Add to Cart Successfully