Edelweiss Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High |
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 | 5.27% | 5.86% |
6 Month | -6.12% | -9.38% |
1 Year | 10.3% | 8.65% |
3 Year | 15.38% | 14.97% |
5 Year | 26.21% | 24.32% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.31% | -6.4% |
1 Year | -8.42% | -14.16% |
3 Year | 13.41% | 12.88% |
5 Year | 17.29% | 15.76% |
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 | 0.65% | 0.675% |
Beta | 0.84% | 0.965% |
Alpha | 0.73% | 1.947% |
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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 |
Funds Managed | 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 | 7.11 | 2.57 |
Large Cap | 40.15 | 46.81 |
Small Cap | 16.88 | 14.15 |
Mid Cap | 35.86 | 36.47 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.15 | 1.51 |
Energy | 3.33 | 3.08 |
Technology | 7.31 | 14.48 |
Basic Materials | 13.6 | 7.14 |
Industrials | 10 | 12.99 |
Consumer Defensive | 5.56 | 2.29 |
Financial Services | 26.38 | 25.92 |
Healthcare | 10.94 | 9.24 |
Consumer Cyclical | 11.6 | 17.31 |
Communication Services | 3 | 1.82 |
Utilities | 2.14 | 1.83 |
Real Estate | - | 2.38 |
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