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Sundaram Large and Midcap Fund Regular Plan vs Edelweiss Large & Mid Cap Fund compare

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

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3914 Cr ₹6893 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Jun 2007 27 Feb 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 30% 25%
Expense Ratio 1.87 1.85
Manager Trideep Bhattacharya Ashish Aggarwal
ISIN Code INF843K01047 INF903J01DT1
Exits Load 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 Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 1.41% 2.43%
6 Month 6.59% 6.25%
1 Year 2.34% 1.39%
3 Year 21.67% 19.72%
5 Year 24.19% 22.45%

SIP Return Analysis

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 8.63% 7.8%
1 Year 8.92% 7.32%
3 Year 18.64% 16.36%
5 Year 18.52% 16.71%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 12.13% 11.11%
3 Year 13.7% 14.14%
5 Year 14.13% 12.65%

Risk Management

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 14.39% 14.51%
Sharp 1.11% 0.95%
Beta 0.98% 1.00%
Alpha 2.68% 0.27%

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Fund Managers

Scheme Name Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Name Trideep Bhattacharya Ashish Aggarwal
Total AUM ₹0 Cr ₹9635 Cr
Funds Managed 9 7
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.73 5.39
Large Cap 45.61 49.16
Mid Cap 36.81 35.94
Small Cap 11.85 9.51

Sector Allocation

Scheme Name

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

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 3.15 3.72
Energy 5.04 6.91
Technology 10.72 4.98
Basic Materials 9.54 6.8
Industrials 14.88 9.43
Financial Services 28.42 26.7
Healthcare 7.93 9.5
Consumer Cyclical 11.78 14.7
Utilities 1.87 2.61
Consumer Defensive 2.14 5.63
Real Estate 2.05 2.18
Communication Services 2.48 6.84

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