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 | 2.71% | 3.99% |
6 Month | -0.86% | -4.48% |
1 Year | 6.39% | 6.62% |
3 Year | 21.96% | 22.79% |
5 Year | 25.93% | 25.17% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.12% | 8.69% |
1 Year | 7.32% | 6.76% |
3 Year | 17.33% | 18.85% |
5 Year | 18.97% | 18.8% |
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% | 14.02% |
Sharp | 1.05% | 0.675% |
Beta | 0.81% | 0.965% |
Alpha | 1.22% | 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 | 5.68 | 2.57 |
Large Cap | 41.02 | 46.81 |
Small Cap | 16.22 | 14.15 |
Mid Cap | 37.08 | 36.47 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.68 | 1.51 |
Petroleum Products | 3.54 | - |
IT - Software | 6.46 | - |
Pharmaceuticals & Biotechnology | 10.27 | - |
Industrial Manufacturing | 1.43 | - |
Cement & Cement Products | 4.21 | - |
Construction | 2.08 | - |
Banks | 23.08 | - |
Diversified FMCG | 1.55 | - |
Non - Ferrous Metals | 2.43 | - |
Auto Components | 8.01 | - |
Ferrous Metals | 2.2 | - |
Personal Products | 2.56 | - |
Telecom - Services | 1.89 | - |
Capital Markets | 2.77 | - |
Consumer Durables | 4.3 | - |
Chemicals & Petrochemicals | 0.71 | - |
Transport Services | 0.76 | - |
Finance | 2.87 | - |
Industrial Products | 1.31 | - |
Agricultural, Commercial & Construction Vehicles | 2.02 | - |
Gas | 0.33 | - |
Retailing | 1.06 | - |
Food Products | 0.45 | - |
Healthcare Services | 0.6 | - |
Beverages | 1.11 | - |
Textiles & Apparels | 2.29 | - |
Leisure Services | 2 | - |
Power | 2.03 | - |
Energy | - | 3.08 |
Industrials | - | 12.99 |
Technology | - | 14.48 |
Consumer Cyclical | - | 17.31 |
Basic Materials | - | 7.14 |
Financial Services | - | 25.92 |
Healthcare | - | 9.24 |
Utilities | - | 1.83 |
Consumer Defensive | - | 2.29 |
Real Estate | - | 2.38 |
Communication Services | - | 1.82 |
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