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) | ₹34065 Cr | ₹4133 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 | 1.3% | 1.85% |
| 6 Month | 7.81% | 7.76% |
| 1 Year | 5.84% | 2.22% |
| 3 Year | 17.06% | 17.86% |
| 5 Year | 23.15% | 21.33% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.05% | 1.73% |
| 1 Year | 12.78% | 10.28% |
| 3 Year | 15.91% | 16.12% |
| 5 Year | 17.21% | 16.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.02% | 11.81% |
| 3 Year | 15.11% | 13.98% |
| 5 Year | 15.09% | 14.26% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 13.60% |
| Sharp | 0.91% | 0.75% |
| Beta | 0.81% | 0.99% |
| Alpha | 0.45% | 1.49% |
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 | 5.75 | 5.33 |
| Large Cap | 37.79 | 46.98 |
| Small Cap | 15.66 | 11.52 |
| Mid Cap | 40.79 | 36.16 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.41 | 2.25 |
| Energy | 4.26 | 4.14 |
| Technology | 4.19 | 11.41 |
| Basic Materials | 17.26 | 10.18 |
| Industrials | 9.66 | 14.25 |
| Financial Services | 24.87 | 27.67 |
| Consumer Defensive | 6.14 | 2.57 |
| Healthcare | 11.95 | 8.63 |
| Consumer Cyclical | 14.43 | 12.74 |
| Communication Services | 1.42 | 2.32 |
| Utilities | 1.42 | 2.06 |
| Real Estate | - | 1.8 |
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