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) | ₹31296 Cr | ₹3914 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 | 4.58% | 3.55% |
6 Month | 5.22% | 0.54% |
1 Year | 6.23% | 4.04% |
3 Year | 22.95% | 23.15% |
5 Year | 25.57% | 24.63% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.48% | 10.72% |
1 Year | 15.14% | 12.58% |
3 Year | 19.03% | 19.94% |
5 Year | 19.86% | 19.38% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.46% | 12.13% |
3 Year | 14.87% | 13.7% |
5 Year | 14.98% | 14.13% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.75% | 14.81% |
Sharp | 1.05% | 0.86% |
Beta | 0.81% | 0.98% |
Alpha | 1.22% | 2.20% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.29 | 5.73 |
Large Cap | 39.88 | 45.61 |
Small Cap | 17.42 | 11.85 |
Mid Cap | 38.41 | 36.81 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.29 | 3.15 |
Petroleum Products | 3.45 | - |
IT - Software | 5.37 | - |
Pharmaceuticals & Biotechnology | 10.26 | - |
Industrial Manufacturing | 1.58 | - |
Cement & Cement Products | 4.78 | - |
Construction | 2.3 | - |
Banks | 23 | - |
Diversified FMCG | 1.5 | - |
Non - Ferrous Metals | 2.51 | - |
Ferrous Metals | 3.33 | - |
Auto Components | 8.37 | - |
Personal Products | 2.9 | - |
Telecom - Services | 1.73 | - |
Capital Markets | 2.92 | - |
Consumer Durables | 4.53 | - |
Chemicals & Petrochemicals | 0.57 | - |
Transport Services | 0.85 | - |
Finance | 2.79 | - |
Industrial Products | 1.43 | - |
Agricultural, Commercial & Construction Vehicles | 2.04 | - |
Gas | 0.31 | - |
Retailing | 1.37 | - |
Food Products | 0.47 | - |
Healthcare Services | 0.58 | - |
Beverages | 0.98 | - |
Textiles & Apparels | 2.26 | - |
Leisure Services | 1.79 | - |
Power | 1.74 | - |
Energy | - | 5.04 |
Technology | - | 10.72 |
Basic Materials | - | 9.54 |
Industrials | - | 14.88 |
Financial Services | - | 28.42 |
Healthcare | - | 7.93 |
Consumer Cyclical | - | 11.78 |
Utilities | - | 1.87 |
Consumer Defensive | - | 2.14 |
Real Estate | - | 2.05 |
Communication Services | - | 2.48 |
Top Comparisons
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns8.95%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns8.64%
360 ONE Focused Fund Regular-Growth
3Y Returns21.71%
Quant Focused Fund-Growth
3Y Returns20.8%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns23.23%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns17.79%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns22.03%