Edelweiss Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3610 Cr | ₹6470 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Jun 2007 | 27 Feb 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 | 30% | 25% |
Expense Ratio | 1.87 | 1.85 |
Manager | Trideep Bhattacharya | Ashish Aggarwal |
ISIN Code | INF843K01047 | INF903J01DT1 |
Exits Load | 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 | Sundaram Large and Mid Cap Fund - 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 & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.6% | 8.27% |
6 Month | -12.33% | -11.58% |
1 Year | 9.1% | 7.94% |
3 Year | 15.06% | 13.03% |
5 Year | 26.01% | 25.11% |
SIP Return Analysis
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.68% | -5.62% |
1 Year | -9.41% | -9.22% |
3 Year | 15.87% | 14.35% |
5 Year | 17.98% | 16.63% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.44% | 11.53% |
3 Year | 13.57% | 14.16% |
5 Year | 14.04% | 12.49% |
Risk Management
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.02% | 14.877% |
Sharp | 0.675% | 0.357% |
Beta | 0.965% | 0.998% |
Alpha | 1.947% | -1.131% |
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Fund Managers
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Trideep Bhattacharya | Ashish Aggarwal |
Total AUM | ₹0 Cr | ₹9635 Cr |
Funds Managed | 9 | 7 |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.57 | 3.47 |
Large Cap | 46.81 | 52.13 |
Mid Cap | 36.47 | 35.95 |
Small Cap | 14.15 | 8.46 |
Sector Allocation
Scheme Name |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.51 | 3.47 |
Energy | 3.08 | 6.53 |
Industrials | 12.99 | 12.24 |
Technology | 14.48 | 7.5 |
Consumer Cyclical | 17.31 | 16.44 |
Basic Materials | 7.14 | 4.8 |
Financial Services | 25.92 | 23.3 |
Healthcare | 9.24 | 9.93 |
Utilities | 1.83 | 2.39 |
Consumer Defensive | 2.29 | 5.14 |
Real Estate | 2.38 | 2.54 |
Communication Services | 1.82 | 5.74 |
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