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) | ₹1271 Cr | ₹3471 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 | 0.8% | 1.31% |
6 Month | 6.35% | 5.77% |
1 Year | 0.32% | 0.16% |
3 Year | 19.03% | 16.04% |
5 Year | 19.41% | - |
SIP Return Analysis
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.11% | 5.14% |
1 Year | 6.83% | 5.36% |
3 Year | 14.96% | 12.14% |
5 Year | 15.28% | - |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.06% | 13.84% |
3 Year | 13.38% | 14.84% |
5 Year | 14.12% | - |
Risk Management
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.58% | 12.21% |
Sharp | 1.04% | 0.83% |
Beta | 0.94% | 0.91% |
Alpha | 0.97% | -1.56% |
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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 | 8.36 | 5.94 |
Large Cap | 75.46 | 82.36 |
Mid Cap | 15.12 | 9.07 |
Small Cap | 1.06 | 2.63 |
Sector Allocation
Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.52 | 4.93 |
Energy | 7.76 | 9.37 |
Technology | 7.85 | 9.25 |
Healthcare | 10.07 | 6.96 |
Industrials | 7.42 | 7.24 |
Consumer Defensive | 8.47 | 6.06 |
Basic Materials | 4.83 | 4.13 |
Financial Services | 33.86 | 34.03 |
Consumer Cyclical | 8.56 | 9.47 |
Communication Services | 3.52 | 6.66 |
Utilities | 2.13 | 1.9 |
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