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Sundaram Large Cap Fund Regular Plan vs Edelweiss Large Cap Fund compare

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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