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) | ₹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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