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Sundaram Large Cap Fund Regular Plan vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1445 Cr | ₹3394 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 20 May 2009 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 79% | 23% |
| Expense Ratio | 2.16 | 1.93 |
| Manager | Bhavesh Jain | Sudhir Kedia |
| ISIN Code | INF754K01046 | INF903JA1IZ3 |
| Exits Load | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - 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 Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.38% |
| 6 Month | 3.97% | 3.1% |
| 1 Year | 3.71% | 1.91% |
| 3 Year | 14.58% | 11.26% |
| 5 Year | 15.33% | 14.02% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.4% |
| 1 Year | 13.88% | 11.14% |
| 3 Year | 12.86% | 10.37% |
| 5 Year | 13.56% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.26% | 11.52% |
| 3 Year | 13.6% | 14.26% |
| 5 Year | 14.25% | 15.95% |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 11.12% |
| Sharp | 0.66% | 0.42% |
| Beta | 0.95% | 0.90% |
| Alpha | 0.42% | -2.21% |
Fund Managers
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Bhavesh Jain | Sudhir Kedia |
| Total AUM | ₹0 Cr | ₹10423 Cr |
| Funds Managed | 22 | 8 |
| Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.61 | 3.96 |
| Large Cap | 78.65 | 84.77 |
| Mid Cap | 12.8 | 9.1 |
| Small Cap | 0.94 | 2.17 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.73 | 2.99 |
| Energy | 7.23 | 9.45 |
| Technology | 8.03 | 8.55 |
| Healthcare | 9.68 | 5.17 |
| Industrials | 9.22 | 6.78 |
| Basic Materials | 6 | 4.37 |
| Consumer Defensive | 5.88 | 7.34 |
| Financial Services | 31.22 | 31.64 |
| Consumer Cyclical | 12.2 | 14.79 |
| Utilities | 3.57 | 1.97 |
| Communication Services | 3.23 | 6.94 |
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