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SBI Large & MIDCap Fund vs Edelweiss Large & Mid Cap Fund compare

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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tortoise-icon Edelweiss Large & Mid 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 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) ₹33348 Cr ₹4139 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 -3.65% -4.57%
6 Month 5.12% 2.86%
1 Year 3.73% 1.3%
3 Year 17.49% 16.88%
5 Year 23.61% 21.56%

SIP Return Analysis

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 4.44% 4.35%
1 Year 5.84% 1.75%
3 Year 15.18% 15.29%
5 Year 17.28% 16.35%

Rolling Lumpsum Returns

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 14.21% 11.94%
3 Year 15% 13.85%
5 Year 15.04% 14.2%

Risk Management

Scheme Name SBI Large & MIDCap Fund- Regular Plan -Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 11.39% 13.75%
Sharp 1.04% 0.82%
Beta 0.82% 0.98%
Alpha 4.22% 2.21%

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 5.9 4.9
Large Cap 41.23 45.43
Small Cap 15.79 12.81
Mid Cap 37.08 36.87

Sector Allocation

Scheme Name

SBI Large & MIDCap Fund- Regular Plan -Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 4.4 2.18
Energy 3.45 4.95
Technology 4.72 11.82
Basic Materials 16.52 10.31
Industrials 9.61 14.32
Financial Services 28.71 28.06
Consumer Defensive 5.41 2.04
Healthcare 10.28 7.89
Consumer Cyclical 13.35 12.13
Communication Services 1.79 2.53
Utilities 1.76 1.8
Real Estate - 1.97

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