SBI Large & MIDCap Fund vs Edelweiss Large & Mid Cap 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) | ₹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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