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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) | ₹28677 Cr | ₹3610 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 | 1.61 | 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 | 2.19% | 2.7% |
| 6 Month | -2.51% | -5.69% |
| 1 Year | 8.97% | 8.77% |
| 3 Year | 16.54% | 16.9% |
| 5 Year | 26.2% | 24.32% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.21% | -0.79% |
| 1 Year | -1.46% | -5.94% |
| 3 Year | 16.3% | 16.61% |
| 5 Year | 18.95% | 17.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.74% | 12.44% |
| 3 Year | 14.69% | 13.57% |
| 5 Year | 14.88% | 14.04% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 14.02% |
| Sharp | 0.65% | 0.675% |
| Beta | 0.84% | 0.965% |
| Alpha | 0.73% | 1.947% |
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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 | 7.11 | 2.57 |
| Large Cap | 40.15 | 46.81 |
| Small Cap | 16.88 | 14.15 |
| Mid Cap | 35.86 | 36.47 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.15 | 1.51 |
| Energy | 3.33 | 3.08 |
| Technology | 7.31 | 14.48 |
| Basic Materials | 13.6 | 7.14 |
| Industrials | 10 | 12.99 |
| Consumer Defensive | 5.56 | 2.29 |
| Financial Services | 26.38 | 25.92 |
| Healthcare | 10.94 | 9.24 |
| Consumer Cyclical | 11.6 | 17.31 |
| Communication Services | 3 | 1.82 |
| Utilities | 2.14 | 1.83 |
| Real Estate | - | 2.38 |
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