Sundaram Large and Midcap Fund Regular Plan vs Edelweiss Large & Mid Cap Fund compare
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹4139 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 | -2.86% | -1.5% |
6 Month | 6.77% | 7.59% |
1 Year | -0.19% | -0.77% |
3 Year | 18.4% | 16.79% |
5 Year | 22.68% | 21.3% |
SIP Return Analysis
Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.47% | 5.48% |
1 Year | 5.23% | 5.1% |
3 Year | 17.79% | 15.93% |
5 Year | 18.07% | 16.5% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.9 | 5.95 |
Large Cap | 45.43 | 47.06 |
Mid Cap | 36.87 | 36.23 |
Small Cap | 12.81 | 10.77 |
Sector Allocation
Scheme Name |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.18 | 2.6 |
Energy | 4.95 | 7.04 |
Technology | 11.82 | 3.86 |
Basic Materials | 10.31 | 7.44 |
Industrials | 14.32 | 8.83 |
Consumer Cyclical | 12.13 | 15.85 |
Healthcare | 7.89 | 9.13 |
Financial Services | 28.06 | 27.28 |
Utilities | 1.8 | 2.76 |
Consumer Defensive | 2.04 | 5.4 |
Real Estate | 1.97 | 2.52 |
Communication Services | 2.53 | 7.28 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.95%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.17%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.83%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.95%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.37%
Franklin India Small Cap Fund-Growth
3Y Returns25.46%
Axis Small Cap Fund Regular Growth
3Y Returns21.26%