Edelweiss Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹37045 Cr | ₹4460 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 25 May 2005 | 14 Jun 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 25% | 30% |
| Expense Ratio | 1.6 | 1.87 |
| Manager | Pradeep Kesavan | Trideep Bhattacharya |
| ISIN Code | INF200K01305 | INF843K01047 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.85% | 1.36% |
| 6 Month | 7.37% | 4.71% |
| 1 Year | 9.84% | 4.38% |
| 3 Year | 18.91% | 19.92% |
| 5 Year | 20.16% | 19.03% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.67% | 1.65% |
| 1 Year | 13.72% | 12.12% |
| 3 Year | 15.49% | 15.38% |
| 5 Year | 16.69% | 16.05% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.6% | 11.62% |
| 3 Year | 15.27% | 14.22% |
| 5 Year | 15.18% | 14.35% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 13.65% |
| Sharp | 0.94% | 0.78% |
| Beta | 0.81% | 0.97% |
| Alpha | 0.64% | -0.60% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Trideep Bhattacharya |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 9 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.57 | 6.06 |
| Large Cap | 36.05 | 46.81 |
| Mid Cap | 41.51 | 36.3 |
| Small Cap | 13.86 | 10.83 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.39 | 1.52 |
| Energy | 4.37 | 4.22 |
| Technology | 5.06 | 11.91 |
| Basic Materials | 16.28 | 9.05 |
| Consumer Defensive | 6.42 | 2.48 |
| Industrials | 9.21 | 13.23 |
| Financial Services | 23.24 | 29.3 |
| Healthcare | 12.23 | 7.58 |
| Consumer Cyclical | 15.47 | 13.35 |
| Communication Services | 1.53 | 3.14 |
| Utilities | 1.8 | 1.8 |
| Real Estate | - | 2.41 |
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