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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 | 5.86% | 7.12% |
| 6 Month | -9.38% | -8.17% |
| 1 Year | 8.65% | 8.51% |
| 3 Year | 14.97% | 13.21% |
| 5 Year | 24.32% | 23.18% |
SIP Return Analysis
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.4% | -4.12% |
| 1 Year | -14.16% | -11.63% |
| 3 Year | 12.88% | 12.32% |
| 5 Year | 15.76% | 15% |
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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