Edelweiss Large Cap Fund vs Sundaram Large Cap Fund Regular Plan 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) | ₹1445 Cr | ₹3394 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 | -0.73% | -0.52% |
| 6 Month | 3.17% | 2.46% |
| 1 Year | 4.11% | 2.28% |
| 3 Year | 14.61% | 11.36% |
| 5 Year | 14.65% | 13.54% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.4% |
| 1 Year | 13.88% | 11.14% |
| 3 Year | 12.86% | 10.37% |
| 5 Year | 13.56% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.23% | 11.14% |
| 3 Year | 13.62% | 14.21% |
| 5 Year | 14.26% | 15.42% |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 11.12% |
| Sharp | 0.66% | 0.42% |
| Beta | 0.95% | 0.90% |
| Alpha | 0.42% | -2.21% |
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 | 7.63 | 3.14 |
| Large Cap | 77.88 | 85.8 |
| Mid Cap | 13.71 | 8.81 |
| Small Cap | 0.77 | 2.26 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.73 | 2.22 |
| Energy | 6.62 | 9.53 |
| Technology | 6.98 | 8.94 |
| Healthcare | 8.61 | 5.49 |
| Consumer Defensive | 5.87 | 7.11 |
| Industrials | 8.77 | 6.89 |
| Basic Materials | 5.77 | 4.15 |
| Financial Services | 33.63 | 32.12 |
| Consumer Cyclical | 13.13 | 14.68 |
| Communication Services | 3.68 | 6.97 |
| Utilities | 2.21 | 1.89 |
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