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) | ₹1337 Cr | ₹3280 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 | 2.24% | 1.72% |
| 6 Month | 5.83% | 3.98% |
| 1 Year | 3.94% | 1.63% |
| 3 Year | 16.04% | 12.83% |
| 5 Year | 17.78% | 16.4% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.73% | 1.64% |
| 1 Year | 11.95% | 8.34% |
| 3 Year | 13.66% | 10.73% |
| 5 Year | 14.24% | 11.82% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.53% | 12.5% |
| 3 Year | 13.5% | 14.7% |
| 5 Year | 14.21% | - |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.93% | 11.43% |
| Sharp | 0.74% | 0.52% |
| Beta | 0.96% | 0.91% |
| Alpha | 0.70% | -1.71% |
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 | 6.85 | 8.97 |
| Large Cap | 79.19 | 81.71 |
| Mid Cap | 12.96 | 7.07 |
| Small Cap | 0.99 | 2.26 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.01 | 8.03 |
| Energy | 7.01 | 9.48 |
| Technology | 7.5 | 8.45 |
| Healthcare | 9.24 | 5.14 |
| Industrials | 9.11 | 6.63 |
| Basic Materials | 6.28 | 4.48 |
| Consumer Defensive | 6.13 | 6.24 |
| Financial Services | 32.47 | 31.99 |
| Consumer Cyclical | 12.41 | 10.99 |
| Utilities | 3.74 | 2.04 |
| Communication Services | 3.1 | 6.53 |
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