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ITI Large Cap Fund Regular vs Edelweiss Large Cap Fund compare

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tortoise-icon ITI Large Cap Fund Regular - Growth

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Fund ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹364 Cr ₹1108 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Dec 2020 20 May 2009
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over % 79%
Expense Ratio 2.37 2.16
Manager Rohan Korde Bhavesh Jain
ISIN Code INF00XX01770 INF754K01046
Exits Load ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month 6.41% 7.02%
6 Month 0.55% 2.1%
1 Year 4.19% 9.32%
3 Year 17.19% 19.04%
5 Year - 22.27%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month -0.78% 1.79%
1 Year -8.77% -2.57%
3 Year 10.77% 13.55%
5 Year - 14.61%

Rolling Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 12.22% 13.43%
3 Year 13.91% 13.33%
5 Year - 14.04%

Risk Management

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.325% 12.521%
Sharp 0.377% 0.582%
Beta 0.955% 0.937%
Alpha -1.882% 0.513%

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Fund Managers

Scheme Name ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Name Rohan Korde Bhavesh Jain
Total AUM ₹4626 Cr ₹0 Cr
Funds Managed 10 22
ITI Large Cap Fund Regular - Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Large Cap Fund Regular - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 4.15 3.04
Large Cap 79.83 82.38
Small Cap 11.61 1.65
Mid Cap 4.41 12.93

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 2.42 2.93
Energy 7.48 5.35
Industrials 16.97 7.1
Technology 12.99 10.77
Consumer Defensive 3.37 7.04
Basic Materials 4.79 4.91
Financial Services 26.49 32.37
Real Estate 2.14 -
Healthcare 8.17 10.76
Consumer Cyclical 8.05 11.32
Communication Services 3.14 4.26
Utilities 3.98 3.19

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