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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) | ₹1292 Cr | ₹3391 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 | 0.12% | 0.18% |
| 6 Month | 9.97% | 8.02% |
| 1 Year | -1.08% | -0.07% |
| 3 Year | 15.14% | 12.48% |
| 5 Year | 18.11% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.14% | 2.09% |
| 1 Year | 2.75% | 2.26% |
| 3 Year | 12.6% | 10.34% |
| 5 Year | 13.76% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.82% | 13.13% |
| 3 Year | 13.46% | 15.06% |
| 5 Year | 14.17% | - |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.16% | 11.61% |
| Sharp | 0.74% | 0.59% |
| Beta | 0.95% | 0.90% |
| Alpha | 0.70% | -1.04% |
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 | 9.97 | 6.74 |
| Large Cap | 74.1 | 81.95 |
| Mid Cap | 14.95 | 9.13 |
| Small Cap | 0.97 | 2.17 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.37 | 5.78 |
| Energy | 7.97 | 9.25 |
| Technology | 7.16 | 8.56 |
| Healthcare | 10.5 | 7.15 |
| Industrials | 7.19 | 6.47 |
| Consumer Defensive | 8.52 | 6.1 |
| Basic Materials | 4.18 | 4.33 |
| Financial Services | 34.45 | 34.1 |
| Consumer Cyclical | 8.1 | 9.83 |
| Communication Services | 3.39 | 6.48 |
| Utilities | 2.16 | 1.94 |
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