UTI vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
UTI - Master Share-Growth Option
Chart Comparison
Overview
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
Fund | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1108 Cr | ₹12482 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 20 May 2009 | 30 Jul 2005 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 |
Turn Over | 79% | 17% |
Expense Ratio | 2.16 | 1.76 |
Manager | Bhavesh Jain | Karthikraj Lakshmanan |
ISIN Code | INF754K01046 | INF789F01976 |
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 | UTI Large 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 Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
1 Month | 6% | 4.87% |
6 Month | -11.49% | -10.24% |
1 Year | 4.04% | 5.84% |
3 Year | 12.84% | 9.37% |
5 Year | 23.68% | 22.61% |
SIP Return Analysis
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
6 Month | -2.68% | -2.26% |
1 Year | -6.47% | -5.22% |
3 Year | 13.84% | 11.36% |
5 Year | 15.43% | 13.21% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 13.43% | 12.06% |
3 Year | 13.33% | 12.16% |
5 Year | 14.04% | 13.02% |
Risk Management
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 12.521% | 11.82% |
Sharp | 0.582% | 0.26% |
Beta | 0.937% | 0.91% |
Alpha | 0.513% | -1.41% |
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Fund Managers
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
Name | Bhavesh Jain | Karthikraj Lakshmanan |
Total AUM | ₹0 Cr | ₹14959 Cr |
Funds Managed | 22 | 2 |
Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
Market Cap
Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
---|---|---|
Others | 3.04 | 3.57 |
Large Cap | 82.38 | 85.91 |
Mid Cap | 12.93 | 9.87 |
Small Cap | 1.65 | 0.66 |
Sector Allocation
Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
---|---|---|
Others | 2.93 | 3.57 |
Energy | 5.35 | 6.63 |
Industrials | 7.1 | 6.87 |
Technology | 10.77 | 11.98 |
Healthcare | 10.76 | 4.64 |
Consumer Defensive | 7.04 | 9.75 |
Basic Materials | 4.91 | 4.89 |
Financial Services | 32.37 | 33.74 |
Consumer Cyclical | 11.32 | 11.21 |
Communication Services | 4.26 | 4.9 |
Utilities | 3.19 | 1.82 |
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