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

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

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹4347 Cr	₹6998 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

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.06%	1.24%
6 Month	5.99%	6.55%
1 Year	7.25%	7.8%
3 Year	17.85%	16.63%
5 Year	20.1%	19.38%

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	2.48%	3.19%
1 Year	13.57%	14.72%
3 Year	16.22%	15.17%
5 Year	16.37%	15.2%

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	11.71%	10.52%
3 Year	14.15%	14.39%
5 Year	14.32%	13.1%

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	13.65%	13.49%
Sharp	0.77%	0.71%
Beta	0.97%	0.96%
Alpha	-1.05%	-1.82%

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

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.93	4.68
Large Cap	46.2	44.66
Mid Cap	36.57	38.74
Small Cap	12.31	11.92

Scheme Name	Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.95	1.92
Energy	4.19	6.96
Technology	12.01	4
Basic Materials	9.29	8.73
Industrials	14.36	11.08
Consumer Cyclical	11.93	14.56
Healthcare	8	9.89
Financial Services	28.71	28.45
Utilities	1.96	1.73
Consumer Defensive	2.59	4.53
Real Estate	2.58	2.8
Communication Services	2.43	5.36