Axis Bluechip Fund vs Edelweiss Large Cap Fund compare

Axis Bluechip Fund vs Edelweiss Large Cap Fund compare

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Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Axis 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	Axis Large Cap Fund - Regular Plan - Growth
Fund	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹1408 Cr	₹33827 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	20 May 2009	05 Jan 2010
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	79%	26%
Expense Ratio	2.16	1.57
Manager	Bhavesh Jain	Shreyash Devalkar
ISIN Code	INF754K01046	INF846K01164
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	Axis Bluechip 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	Axis Large Cap Fund - Regular Plan - Growth
1 Month	0.55%	-0.37%
6 Month	3.73%	2.97%
1 Year	7.86%	8.85%
3 Year	15.06%	11.75%
5 Year	16.26%	11.99%

SIP Return Analysis

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
6 Month	2.81%	2.02%
1 Year	12.61%	10.6%
3 Year	13.17%	11.83%
5 Year	13.8%	10.5%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
1 Year	12.35%	11.72%
3 Year	13.59%	12.83%
5 Year	14.24%	13.9%

Risk Management

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
Standard Deviation	11.82%	12.82%
Sharp	0.71%	0.52%
Beta	0.95%	0.88%
Alpha	0.44%	-1.72%

Fund Managers

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
Name	Bhavesh Jain	Shreyash Devalkar
Total AUM	₹0 Cr	₹166770 Cr
Funds Managed	22	14
	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
Others	7.61	10.28
Large Cap	78.65	84.16
Mid Cap	12.8	5.56
Small Cap	0.94	-

Sector Allocation

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	Axis Large Cap Fund - Regular Plan - Growth
Others	3.73	3.23
Energy	7.23	6.76
Technology	8.03	7.49
Healthcare	9.68	6.78
Industrials	9.22	11.65
Basic Materials	6	4.97
Consumer Defensive	5.88	3.25
Financial Services	31.22	31.25
Consumer Cyclical	12.2	16.32
Utilities	3.57	1.7
Communication Services	3.23	6.59

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