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Sundaram Large and Midcap Fund Regular Plan vs Edelweiss Large & Mid Cap Fund 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 | -3.57% | -3.6% |
| 6 Month | -13.47% | -13.67% |
| 1 Year | 4.38% | 2.36% |
| 3 Year | 15% | 12.59% |
| 5 Year | 19.69% | 17.3% |
SIP Return Analysis
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.95% | -11.33% |
| 1 Year | -16.62% | -18.71% |
| 3 Year | 12.56% | 10.06% |
| 5 Year | 16.13% | 14.27% |
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 |
| Fund Manage | 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 | 2.56901 | 3.46584 |
| Large Cap | 46.80783 | 52.1315 |
| Mid Cap | 36.46973 | 35.94565 |
| Small Cap | 14.15343 | 8.457 |
Sector Allocation
| Scheme Name |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.51269 | 3.46584 |
| Energy | 3.07688 | 6.52929 |
| Industrials | 12.99225 | 12.24077 |
| Technology | 14.48428 | 7.49508 |
| Consumer Cyclical | 17.31299 | 16.44391 |
| Basic Materials | 7.13874 | 4.79686 |
| Financial Services | 25.92447 | 23.29747 |
| Healthcare | 9.235 | 9.92543 |
| Utilities | 1.82827 | 2.3887 |
| Consumer Defensive | 2.29079 | 5.13749 |
| Real Estate | 2.37877 | 2.53728 |
| Communication Services | 1.82487 | 5.74187 |
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