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Sundaram Large Cap Fund Regular Plan vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1108 Cr | ₹3319 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 20 May 2009 | 01 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 | 2.16 | 1.93 |
| Manager | Bhavesh Jain | Sudhir Kedia |
| ISIN Code | INF754K01046 | INF903JA1IZ3 |
| Exits Load | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.99% | 3.03% |
| 6 Month | -1.97% | -1.37% |
| 1 Year | 6.12% | 5.31% |
| 3 Year | 15.43% | 12.96% |
| 5 Year | 20.81% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.09% | 1.55% |
| 1 Year | -2.09% | -2.16% |
| 3 Year | 14.88% | 12.21% |
| 5 Year | 15.68% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.43% | 16.09% |
| 3 Year | 13.33% | 15.35% |
| 5 Year | 14.04% | - |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.521% | 12.412% |
| Sharp | 0.582% | 0.415% |
| Beta | 0.937% | 0.927% |
| Alpha | 0.513% | -1.547% |
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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 |
| Funds Managed | 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 | 3.04 | 4.17 |
| Large Cap | 82.38 | 86.51 |
| Mid Cap | 12.93 | 7.49 |
| Small Cap | 1.65 | 1.84 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.93 | 4.17 |
| Energy | 5.35 | 5.73 |
| Industrials | 7.1 | 9.32 |
| Technology | 10.77 | 10.54 |
| Healthcare | 10.76 | 7.65 |
| Consumer Defensive | 7.04 | 5.97 |
| Basic Materials | 4.91 | 4 |
| Financial Services | 32.37 | 34.16 |
| Consumer Cyclical | 11.32 | 10.65 |
| Communication Services | 4.26 | 5.88 |
| Utilities | 3.19 | 1.92 |
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