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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) | ₹1292 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 | 2.65% | 3.08% |
| 6 Month | 11.97% | 12.61% |
| 1 Year | -3.29% | -2.57% |
| 3 Year | 14.55% | 11.74% |
| 5 Year | 18.25% | 17.32% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 2.53% | 3.25% |
| 1 Year | 7.8% | 9.71% |
| 3 Year | 13.18% | 12.47% |
| 5 Year | 13.9% | 12.27% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 12.82% | 11.69% |
| 3 Year | 13.46% | 12.17% |
| 5 Year | 14.17% | 13.23% |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 11.82% |
| Sharp | 0.61% | 0.52% |
| Beta | 0.96% | 0.88% |
| Alpha | 0.86% | -0.44% |
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 | 9.97 | 7.81 |
| Large Cap | 74.1 | 83.71 |
| Mid Cap | 14.95 | 7.71 |
| Small Cap | 0.97 | 0.76 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 6.37 | 3.38 |
| Energy | 7.97 | 4.98 |
| Technology | 7.16 | 10.89 |
| Healthcare | 10.5 | 4.6 |
| Industrials | 7.19 | 8.76 |
| Consumer Defensive | 8.52 | 10.43 |
| Basic Materials | 4.18 | 3.32 |
| Financial Services | 34.45 | 35.64 |
| Consumer Cyclical | 8.1 | 11.64 |
| Communication Services | 3.39 | 4.97 |
| Utilities | 2.16 | 1.38 |
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