UTI vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
UTI - Master Share-Growth Option
Chart Comparison
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) | ₹1287 Cr | ₹12948 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 | 1.26% | 0.66% |
6 Month | 7.82% | 7.45% |
1 Year | 1.38% | 2.25% |
3 Year | 16.65% | 13.7% |
5 Year | 18.2% | 16.92% |
SIP Return Analysis
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 1.58% | 1.71% |
1 Year | 9.6% | 10.39% |
3 Year | 12.79% | 12.03% |
5 Year | 13.64% | 11.88% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 12.53% | 11.56% |
3 Year | 13.5% | 12.17% |
5 Year | 14.21% | 13.3% |
Risk Management
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 11.93% | 11.82% |
Sharp | 0.74% | 0.59% |
Beta | 0.96% | 0.89% |
Alpha | 0.70% | -1.06% |
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 | 6.85 | 7.16 |
Large Cap | 79.19 | 84.55 |
Mid Cap | 12.96 | 7.52 |
Small Cap | 0.99 | 0.77 |
Sector Allocation
Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
---|---|---|
Others | 3.01 | 2.68 |
Energy | 7.01 | 5.64 |
Technology | 7.5 | 11.14 |
Healthcare | 9.24 | 4.31 |
Industrials | 9.11 | 9.71 |
Basic Materials | 6.28 | 4.84 |
Consumer Defensive | 6.13 | 10.19 |
Financial Services | 32.47 | 34.16 |
Consumer Cyclical | 12.41 | 11.59 |
Utilities | 3.74 | 1.38 |
Communication Services | 3.1 | 4.36 |
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