Sundaram Large Cap Fund Regular Plan vs Edelweiss Large Cap Fund compare

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

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Fund Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹974 Cr ₹3530 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 20 May 2009 05 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 79% 23%
Expense Ratio 2.21 1.9
Manager Bhavesh Jain Sudhir Kedia
ISIN Code INF754K01046 INF903JA1IZ3
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month 1.93% 1.21%
6 Month 17.95% 14.15%
1 Year 37.29% 30.4%
3 Year 17.66% 14.74%
5 Year 20% 17.6%

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 14.75% 11.37%
3 Year 35.12% 28.16%
5 Year 65.16% 36.71%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 20.07% 15.39%
3 Year 49.84% 37.18%
5 Year 71.4% 40.81%

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.77% 11.94%
Sharp 0.98% 0.79%
Beta 0.9% 0.91%
Alpha 1.54% -0.84%

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Fund Managers

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Name Bhavesh Jain Sudhir Kedia
Total AUM ₹0 Cr ₹10423 Cr
Fund Manage 22 8
Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 7.34 5.73
Large Cap 76.94 90.26
Mid Cap 14.95 3.54
Small Cap 0.71 0.45

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.2 1.19
Financial 30.96 33.77
Capital Goods 5.33 1.16
Healthcare 8.37 6.38
Automobile 11.59 5.93
Energy 10.26 11.41
Technology 7.42 9.59
Construction 4.52 6.03
Materials 2.55 2.54
Consumer Staples 6.17 8.61
Metals & Mining 3.1 1.12
Services 3.51 5.81
Consumer Discretionary 0.42 0.91
Chemicals 1.44 -
Communication 3.41 4.94
Insurance 0.69 0.59

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