UTI vs Edelweiss Large Cap Fund compare

UTI vs Edelweiss Large Cap Fund compare

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Edelweiss Large Cap Fund - Regular Plan - Growth Option

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UTI - Master Share-Growth Option

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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	UTI - Master Share-Growth Option
Fund	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1445 Cr	₹13399 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	20 May 2009	30 Jul 2005
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	79%	17%
Expense Ratio	2.16	1.76
Manager	Bhavesh Jain	Karthikraj Lakshmanan
ISIN Code	INF754K01046	INF789F01976
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	UTI Large Cap Fund - 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	UTI - Master Share-Growth Option
1 Month	-1.01%	-0.6%
6 Month	3.07%	3.31%
1 Year	3.66%	4.64%
3 Year	14.67%	12.64%
5 Year	14.77%	13.44%

SIP Return Analysis

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
6 Month	2.99%	2.86%
1 Year	13.88%	13.47%
3 Year	12.86%	12.11%
5 Year	13.56%	11.73%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
1 Year	12.26%	11.35%
3 Year	13.6%	12.24%
5 Year	14.25%	13.35%

Risk Management

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
Standard Deviation	11.75%	11.82%
Sharp	0.66%	0.56%
Beta	0.95%	0.89%
Alpha	0.42%	-0.73%

Fund Managers

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
Name	Bhavesh Jain	Karthikraj Lakshmanan
Total AUM	₹0 Cr	₹14959 Cr
Funds Managed	22	2
	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option

Market Cap

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	7.63	7.37
Large Cap	77.88	83.06
Mid Cap	13.71	8.72
Small Cap	0.77	0.85

Sector Allocation

Scheme Name	Edelweiss Large Cap Fund - Regular Plan - Growth Option	UTI - Master Share-Growth Option
Others	4.73	1.42
Energy	6.62	6.95
Technology	6.98	12.82
Healthcare	8.61	3.06
Consumer Defensive	5.87	8.89
Industrials	8.77	10.13
Basic Materials	5.77	5.44
Financial Services	33.63	33.73
Consumer Cyclical	13.13	11.54
Communication Services	3.68	4.97
Utilities	2.21	1.04

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