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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 | 3.99% | 4.6% |
| 6 Month | -2.01% | -1.33% |
| 1 Year | 8.23% | 9.49% |
| 3 Year | 15.29% | 11.99% |
| 5 Year | 22.06% | 20.72% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 0.93% | 1.46% |
| 1 Year | -2.79% | -1% |
| 3 Year | 14.4% | 12.44% |
| 5 Year | 15.43% | 13.47% |
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% | 0.23% |
| Beta | 0.937% | 0.9% |
| Alpha | 0.513% | -1.85% |
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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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