Edelweiss Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

Invest Now

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 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 Average
Asset Size (Cr) ₹686 Cr ₹3338 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 20 May 2009 10 Jan 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 2.33 1.9
Manager Bhavesh Jain Sudhir Kedia
ISIN Code INF754K01046 INF903JA1IZ3
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units in excess of 25% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month 4.37% 4.79%
6 Month 16.98% 12.02%
1 Year 33.72% 28.08%
3 Year 18.45% 15.87%
5 Year 18.75% 16.49%

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 14.75% 11.37%
3 Year 35.12% 28.16%
5 Year 65.16% 36.71%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 20.07% 15.39%
3 Year 49.84% 37.18%
5 Year 71.4% 40.81%

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 11.77% 11.94%
Sharp 0.9% 0.72%
Beta 0.9% 0.91%
Alpha 1.79% -0.47%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 76.94 90.26
Others 7.34 5.73
Mid Cap 14.95 3.54
Small Cap 0.71 0.45

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Sundaram Large Cap Fund Regular Plan - Growth

Financial 30.96 33.77
Energy 10.26 11.41
Construction 4.52 6.03
Consumer Staples 6.17 8.61
Communication 3.41 4.94
Automobile 11.59 5.93
Technology 7.42 9.59
Others 0.2 1.19
Healthcare 8.37 6.38
Metals & Mining 3.1 1.12
Materials 2.55 2.54
Capital Goods 5.33 1.16
Services 3.51 5.81
Chemicals 1.44 -
Insurance 0.69 0.59
Consumer Discretionary 0.42 0.91

Top Comparisons

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns35.32%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns29.28%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns18.56%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns15.4%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns5.98%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns5.52%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.03%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns5.86%

Compare Now
Request call back
Add to Cart Successfully