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

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

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

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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 Very High
Asset Size (Cr) ₹25613 Cr ₹3392 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Feb 1993 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 1.62 1.89
Manager Pradeep Kesavan Trideep Bhattacharya
ISIN Code INF200K01305 INF843K01047
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.75% 2.71%
6 Month 18.78% 21.86%
1 Year 34.17% 43.75%
3 Year 20.61% 20.91%
5 Year 24.61% 24.04%

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 15.66% 16.92%
3 Year 38.91% 39.53%
5 Year 82.14% 78.04%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 24.32% 23.97%
3 Year 62.63% 60.1%
5 Year 88.93% 88.57%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.75% 12.38%
Sharp 1.15% 1.03%
Beta 0.85% 0.94%
Alpha 0.61% -1.47%

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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
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

Large Cap 43.12 48.46
Mid Cap 37.95 36.23
Others 4.58 3.91
Small Cap 14.36 11.4

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

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

Financial 20.76 24.14
Energy 5.68 3.71
Consumer Discretionary 5.2 3.65
Others 2.46 2.03
Metals & Mining 7.38 5.37
Healthcare 10.26 6.04
Materials 7.45 7.47
Technology 8.51 8.79
Communication 2.48 1.83
Consumer Staples 5.38 2.37
Services 6.84 5.85
Automobile 9.22 8.7
Construction 1.36 5.55
Capital Goods 3.07 12.21
Insurance 1.27 0.86
Textiles 1.55 -
Chemicals 1.14 1.43

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