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
| 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) | ₹3392 Cr | ₹6862 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jun 2007 | 10 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 | 1.89 | 1.8 |
| Manager | Trideep Bhattacharya | Ashish Aggarwal |
| ISIN Code | INF843K01047 | INF903J01DT1 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.71% | 1.74% |
| 6 Month | 21.86% | 20.95% |
| 1 Year | 43.75% | 45.53% |
| 3 Year | 20.91% | 21.07% |
| 5 Year | 24.04% | 24.83% |
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.92% | 16.68% |
| 3 Year | 39.53% | 36.77% |
| 5 Year | 78.04% | 71.73% |
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.97% | 21.86% |
| 3 Year | 60.1% | 54.63% |
| 5 Year | 88.57% | 79.56% |
| Scheme Name | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.38% | 12.94% |
| Sharp | 1.03% | 0.93% |
| Beta | 0.94% | 0.94% |
| Alpha | -1.47% | -2.61% |
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| 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 |
| Fund Manage | 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 |
|---|---|---|
| Large Cap | 48.46 | 52.7 |
| Mid Cap | 36.23 | 36.68 |
| Others | 3.91 | 5.32 |
| Small Cap | 11.4 | 5.29 |
| Scheme Name |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Financial | 24.14 | 22.85 |
| Capital Goods | 12.21 | 11.07 |
| Energy | 3.71 | 7.42 |
| Construction | 5.55 | 5.06 |
| Others | 2.03 | 2.18 |
| Services | 5.85 | 9.45 |
| Materials | 7.47 | 4.59 |
| Automobile | 8.7 | 8.53 |
| Communication | 1.83 | 2.87 |
| Technology | 8.79 | 5.45 |
| Metals & Mining | 5.37 | 2.59 |
| Consumer Staples | 2.37 | 5.6 |
| Consumer Discretionary | 3.65 | 2.07 |
| Healthcare | 6.04 | 8.7 |
| Chemicals | 1.43 | 0.95 |
| Insurance | 0.86 | - |
| Textiles | - | 0.61 |
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